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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)
Charter Research & Investment Group
3876
Charter Research & Investment Group
Connecticut
$87.3M +$1.13M +1% 2.23% 82.3% 72 5.56% 1.1
Guardian Investment Management
3877
Guardian Investment Management
California
$87.3M -$5.94M -6% 1.07% 103% 58 13.79% 2.1
SCM
3878
SeaStone Capital Management
New York
$87.2M -$202M -70% 1.54% 17.6% 22 68.18% 0.6
Casdin Capital
3879
Casdin Capital
New York
$87.1M -$26.1M -23% 23.1% 370% 37 45.95% 0.2
Nations Financial Group
3880
Nations Financial Group
Iowa
$87M +$10.1M +13% 3.25% 105% 147 17.69% 0.2
PP
3881
Pension Partners
New York
$87M -$21.9M -20% 7.27% – 15 60% 0.5
RCA
3882
Restructuring Capital Associates
Connecticut
$86.9M -$4.29M -5% 1.42% 71.2% 7 0% 2.1
Concorde Asset Management
3883
Concorde Asset Management
Michigan
$86.9M -$2.96M -3% 1.01% – 142 42.25% 0.6
National Investment Services
3884
National Investment Services
Wisconsin
$86.6M -$1.58M -2% 0.8% 47.2% 42 19.05% 1.5
LFWA
3885
LBJ Family Wealth Advisors
Texas
$86.5M +$10.3M +13% 1.16% 64.9% 16 6.25% 2
CWM
3886
Catamount Wealth Management
Connecticut
$86.4M -$24.1M -22% 3.7% 70.7% 147 17.69% 0.9
JC
3887
JCSD Capital
California
$86.1M +$3.56M +4% 6.73% – 37 18.92% 0.7
GBA
3888
Garrison Bradford & Associates
New York
$86M -$3.3M -4% 0.7% 63.5% 85 17.65% 2.1
Marvin & Palmer Associates
3889
Marvin & Palmer Associates
Delaware
$85.8M -$11.8M -12% 2.86% 392% 59 33.9% 1.1
Raffles Associates
3890
Raffles Associates
New York
$85.6M +$3.23M +4% 5.28% 50% 52 23.08% 1.8
Terra Nova Asset Management
3891
Terra Nova Asset Management
New York
$85.5M -$4.48M -5% 0.3% 172% 116 17.24% 0.8
Security National Bank of Sioux City Iowa
3892
Security National Bank of Sioux City Iowa
Iowa
$85.5M -$15.5M -15% 5.4% 61% 76 9.21% 2.3
Drexel Morgan & Co
3893
Drexel Morgan & Co
Pennsylvania
$85.3M -$4.9M -5% 3.02% 50.1% 104 18.27% 2
QCM
3894
QFR Capital Management
New York
$85.2M – – 27.2% – 2 – 0
RHDIC
3895
R.H. Dinel Investment Counsel
California
$85.1M -$3.22M -4% 1.8% 55.9% 53 1.89% 2.1
Stonepine Capital Management
3896
Stonepine Capital Management
Oregon
$84.8M -$567K -0.7% 9.46% 231% 21 42.86% 0.1
VV
3897
Valentine Ventures
Oregon
$84.6M -$2.91M -3% 0.12% – 35 25.71% 1.1
CNFG
3898
Creegan & Nassoura Financial Group
New Hampshire
$84.5M -$3.43M -4% 3.28% 52.6% 80 13.75% 1.1
PCA
3899
Prospect Capital Advisors
California
$84.4M -$33.2M -28% 1% 202% 26 38.46% 0.2
Lisanti Capital Growth
3900
Lisanti Capital Growth
New York
$84.4M -$10.8M -11% 10.5% 1,490% 133 60.15% 0.4