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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
SS
3876
Simplicity Solutions
Minnesota
$84.3M 5.37% 37.1% 89
PMLI
3877
Penn Mutual Life Insurance
Pennsylvania
$84.2M +$74.8M +795% 1.58% 1.64% 17 76.47%
IWC
3878
Integrated Wealth Counsel
California
$83.1M -$14.3M -15% 5.19% 8.52% 81 3.7%
CFC
3879
Coyle Financial Counsel
Illinois
$82.7M +$2.71M +3% 2.31% 62.4% 44 13.64%
AG
3880
Appleton Group
Wisconsin
$82.6M +$3.43M +4% 4.67% 58.3% 29 41.38%
HMC
3881
Higher Moment Capital
Massachusetts
$82.6M -$12.7M -13% 3.35% 11.8% 6 16.67%
NV
3882
Nair Vinay
$82M 4.58% 229
VNB
3883
Valley National Bancorp
New York
$81.9M -$4.3M -5% 1.62% 245 28.57%
PSW
3884
Portfolio Strategies (Washington)
Washington
$81.6M -$6.09M -7% 3.02% 48 66.67%
LRM
3885
Lime Rock Management
Connecticut
$81.5M -$81M -50% 47.1% 40.2% 3 0%
PCM
3886
Pyrrho Capital Management
New York
$81.3M 4.07% 27
RAM
3887
Ramsey Asset Management
Virginia
$81.2M +$4.13M +5% 10.5% 30.6% 44 18.18%
SST
3888
S Squared Technology
New York
$81.2M +$955K +1% 8.02% 223% 54 20.37%
WAM
3889
Wavelength Asset Management
New York
$80.9M 3.9% 14
BCC
3890
Bain Capital Credit
Massachusetts
$80.7M -$18.6M -19% 3.51% 14.4% 14 21.43%
MS
3891
Marshall & Sullivan
Washington
$80.5M +$9.31M +13% 9.51% 82% 58 22.41%
CCM
3892
Context Capital Management
California
$80.5M 1.34% 3.38% 38
WA
3893
Whippoorwill Associates
New York
$80.3M -$6.53M -8% 7.8% 7 14.29%
AF
3894
Aristotle Fund
Maine
$80M -$90.6M -53% 13.6% 3.11% 8 62.5%
MC
3895
McCarthy Capital
Nebraska
$79.8M -$9.37M -11% 10.5% 1 0%
GCM
3896
Gator Capital Management
Florida
$79.8M 5.44% 245% 58
CAM
3897
Concorde Asset Management
Michigan
$79.7M 4.68% 96
AC
3898
Andromeda Capital
New York
$79.6M -$1.62B -95% 14.3% 359 99.16%
RAM
3899
Roumell Asset Management
Maryland
$79.1M -$9.96M -11% 4.57% 46.9% 19 15.79%
NHFG
3900
New Harbor Financial Group
Massachusetts
$79M +$2.69M +4% 3.54% 80.6% 142 85.21%