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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
LPIC
3751
LeJeune Puetz Investment Counsel
Michigan
$204M +$13.2M +7% 7.66% 64.1% 173 3.47%
CWM
3752
Confluence Wealth Management
Oregon
$204M -$7.83M -4% 6.52% 31.9% 124 25%
ESB
3753
Essex Savings Bank
Connecticut
$204M +$35.8M +21% 7.58% 84.5% 183 13.11%
BSP
3754
Benefit Street Partners
New York
$204M -$191M -48% 7.42% 39 41.03%
MUAMU
3755
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$204M +$17.8M +10% 9.64% 138% 83 19.28%
IF
3756
Intrua Financial
Texas
$204M -$57.9M -22% 11.2% 71% 290 40.34%
SM
3757
Soapstone Management
Maryland
$204M +$30.1M +17% 19.4% 30.3% 21 23.81%
LWA
3758
LWS Wealth Advisors
New Jersey
$204M +$12.7M +7% 4.59% 8.87% 57 3.51%
LIC
3759
Laurus Investment Counsel
Canada
$203M +$16.8M +9% 8.47% 14.1% 45 8.89%
NFGCM
3760
Norman Fields Gottscho Capital Management
New York
$203M +$22M +12% 13.6% 94% 64 10.94%
BGC
3761
Blue Grotto Capital
Georgia
$203M +$46.9M +30% 15.3% 300% 32 59.38%
RIM
3762
Rush Island Management
New York
$203M +$10.6M +6% 2.48% 15.5% 23 26.09%
HCIA
3763
Hochman Cole Investment Advisors
Illinois
$203M +$21.7M +12% 7.35% 42.7% 117 13.68%
DC
3764
Defender Capital
North Carolina
$203M +$33.6M +20% 7.64% 83.5% 31 19.35%
BHA
3765
Beech Hill Advisors
New York
$203M +$5.53M +3% 10.3% 105% 96 20.83%
NG
3766
NWK Group
California
$203M +$27M +15% 18.7% 268% 273 43.96%
CCMU
3767
Cheyne Capital Management (UK)
United Kingdom
$203M +$54.6M +37% 13.2% 35.6% 61 29.51%
LK
3768
Lumbard & Kellner
New Hampshire
$203M +$28.5M +16% 9.16% 137% 75 10.67%
OPA
3769
Old Port Advisors
Maine
$202M +$11.5M +6% 5.49% 106% 185 9.19%
TFM
3770
TFC Financial Management
Massachusetts
$202M 7.77% 60% 569
WSIB
3771
Washington State Investment Board
Washington
$202M +$48.8M +32% 31.9% 567% 1 0%
SFG
3772
Summit Financial Group
West Virginia
$202M +$9.44M +5% 5.83% 26.1% 158 5.7%
IFA
3773
Interactive Financial Advisors
Illinois
$201M -$1.66M -0.8% 5.15% 47.6% 151 11.26%
DT
3774
Daniels + Tansey
Delaware
$201M 6.09% 21.1% 27
BHWM
3775
Bay Harbor Wealth Management
Maryland
$201M +$13.3M +7% 5.64% 47.9% 439 22.1%