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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)
Simplicity Solutions
3876
Simplicity Solutions
Minnesota
$84.3M – – 5.37% 37.1% 89 – 0
Penn Mutual Life Insurance
3877
Penn Mutual Life Insurance
Pennsylvania
$84.2M +$74.8M +795% 1.58% 1.64% 17 76.47% 0.3
IWC
3878
Integrated Wealth Counsel
California
$83.1M -$14.3M -15% 5.19% 8.52% 81 3.7% 1.4
Coyle Financial Counsel
3879
Coyle Financial Counsel
Illinois
$82.7M +$2.71M +3% 2.31% 62.4% 44 13.64% 0.9
Appleton Group
3880
Appleton Group
Wisconsin
$82.6M +$3.43M +4% 4.67% 58.3% 29 41.38% 0.8
HMC
3881
Higher Moment Capital
Massachusetts
$82.6M -$12.7M -13% 3.35% 11.8% 6 16.67% 0.6
NV
3882
Nair Vinay
$82M – – 4.58% – 229 – 0
Valley National Bancorp
3883
Valley National Bancorp
New York
$81.9M -$4.3M -5% 1.62% – 245 28.57% 0.7
Portfolio Strategies (Washington)
3884
Portfolio Strategies (Washington)
Washington
$81.6M -$6.09M -7% 3.02% – 48 66.67% 0.3
Lime Rock Management
3885
Lime Rock Management
Connecticut
$81.5M -$81M -50% 47.1% 40.2% 3 0% 1.1
PCM
3886
Pyrrho Capital Management
New York
$81.3M – – 4.07% – 27 – 0
Ramsey Asset Management
3887
Ramsey Asset Management
Virginia
$81.2M +$4.12M +5% 10.5% 30.6% 44 18.18% 1.3
SST
3888
S Squared Technology
New York
$81.2M +$955K +1% 8.02% 223% 54 20.37% 1
WAM
3889
Wavelength Asset Management
New York
$80.9M – – 3.9% – 14 – 0
Bain Capital Credit
3890
Bain Capital Credit
Massachusetts
$80.7M -$18.6M -19% 3.51% 14.4% 14 21.43% 0.2
Marshall & Sullivan
3891
Marshall & Sullivan
Washington
$80.5M +$9.31M +13% 9.51% 82% 58 22.41% 1
Context Capital Management
3892
Context Capital Management
California
$80.5M – – 1.34% 3.38% 38 – 0
Whippoorwill Associates
3893
Whippoorwill Associates
New York
$80.3M -$6.53M -8% 7.8% – 7 14.29% 1
AF
3894
Aristotle Fund
Maine
$80M -$90.6M -53% 13.6% 3.11% 8 62.5% 0.3
McCarthy Capital
3895
McCarthy Capital
Nebraska
$79.8M -$9.37M -11% 10.5% – 1 0% 1.5
Gator Capital Management
3896
Gator Capital Management
Florida
$79.8M – – 5.44% 245% 58 – 0
Concorde Asset Management
3897
Concorde Asset Management
Michigan
$79.7M – – 4.68% – 96 – 0
AC
3898
Andromeda Capital
New York
$79.6M -$1.62B -95% 14.3% – 359 99.16% 0.1
RAM
3899
Roumell Asset Management
Maryland
$79.1M -$10M -11% 4.57% 46.9% 19 15.79% 0.8
New Harbor Financial Group
3900
New Harbor Financial Group
Massachusetts
$79M +$2.68M +4% 3.54% 94.6% 142 85.21% 0.2