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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 Avg Holding
Period (Yrs)
Gardner Lewis Asset Management
3801
Gardner Lewis Asset Management
Pennsylvania
$290M -$7.01M -2% 1.8% 240% 89 40.45% 2.5
Intel Corp
3802
Intel Corp
California
$290M -$102M -26% 31.9% 9.79% 8 25% 1.1
Muhlenkamp & Co
3803
Muhlenkamp & Co
Pennsylvania
$290M +$7.56M +3% 0.11% 107% 33 12.12% 3.7
HF
3804
Halpern Financial
Virginia
$290M -$2.28M -0.8% 3.45% 26.3% 267 26.97% 2.3
Delta Financial Group
3805
Delta Financial Group
New Jersey
$290M +$204M +240% 4.33% – 218 62.39% 0.3
Trinity Legacy Partners
3806
Trinity Legacy Partners
Texas
$290M +$3.43M +1% 2.54% 63.3% 111 35.14% 1.8
tru Independence
3807
tru Independence
Oregon
$289M -$14.4M -5% 6.13% 67.4% 124 8.87% 2.1
Rock Point Advisors
3808
Rock Point Advisors
Vermont
$289M -$15.6M -5% 6.39% 82.8% 103 14.56% 4.5
Windsor Capital Management
3809
Windsor Capital Management
Arizona
$289M -$13.3M -4% 2.92% 49.1% 118 13.56% 6
Whalerock Point Partners
3810
Whalerock Point Partners
Rhode Island
$289M -$6.1M -2% 2.64% 103% 161 4.35% 5.1
Daniels + Tansey
3811
Daniels + Tansey
Delaware
$289M -$13.8M -5% 1.13% 21.1% 32 25% 2.2
New Capital Management
3812
New Capital Management
Texas
$288M – – 2.3% 55.4% 53 – 3.1
SWK
3813
Stephen W. Kidder
$288M -$17.2M -6% 3.9% 94.7% 78 6.41% 6.2
Capricorn Fund Managers
3814
Capricorn Fund Managers
United Kingdom
$288M +$9.7M +3% 0.78% 169% 94 45.74% 0.5
Hedeker Wealth
3815
Hedeker Wealth
Illinois
$288M -$11.9M -4% 3.24% 161% 96 17.71% 2.8
HI
3816
Handelsinvest Investeringsforvaltning
Denmark
$288M -$219M -43% 3.56% 37.9% 113 33.63% 2.8
Bulldog Investors
3817
Bulldog Investors
New Jersey
$288M -$13.8M -5% 0.12% 22.5% 267 37.83% 1.2
Waypoint Wealth Partners
3818
Waypoint Wealth Partners
California
$288M -$4.04M -1% 3.35% 52.1% 79 17.72% 1.5
Farmers National Bank
3819
Farmers National Bank
Kentucky
$288M -$5.27M -2% 4.18% – 143 0% 6.1
Aozora Bank
3820
Aozora Bank
Japan
$288M -$10.3M -3% 3.45% 5.45% 4 0% 3.4
Oak Grove Capital
3821
Oak Grove Capital
New Hampshire
$288M -$4.57M -2% 3.37% 470% 63 20.63% 2
WHGC
3822
Wealth High Governance Capital
Brazil
$288M +$49.1M +21% 0.81% 622% 34 85.29% 0.1
Shikiar Asset Management
3823
Shikiar Asset Management
New York
$288M -$22.6M -7% 4.26% 117% 83 12.05% 3.9
Stone House Investment Management
3824
Stone House Investment Management
Pennsylvania
$287M +$11.6M +4% 3.68% 57.9% 390 26.67% 0.6
Fountainhead AM
3825
Fountainhead AM
New Jersey
$287M +$5.5M +2% 3.61% 65.6% 100 21% 1.6