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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)
GAMC
3926
Garner Asset Management Corp
Texas
$112M +$5.77M +5% 3.17% 95.3% 151 6.62% 0.2
American Trust Investment Advisors
3927
American Trust Investment Advisors
New Hampshire
$112M -$2.26M -2% 7.76% 91% 85 24.71% 1.5
Patriot Financial Group Insurance Agency
3928
Patriot Financial Group Insurance Agency
Massachusetts
$112M +$15.9M +17% 2.9% 97.3% 972 12.86% 0.6
Lincoln Capital Corp
3929
Lincoln Capital Corp
Rhode Island
$112M -$1.19M -1% 4.53% 82% 53 22.64% 0.6
Brandywine Trust
3930
Brandywine Trust
Delaware
$112M +$16.7M +18% 3.95% 32.7% 34 32.35% 2.5
ACM
3931
AidennLair Capital Management
New York
$112M -$63.3M -36% 1.53% – 32 59.38% 0.3
Lucas Capital Management
3932
Lucas Capital Management
New Jersey
$112M -$26.5M -19% 3.23% 44.5% 133 26.32% 2.9
Opus Point Partners Management
3933
Opus Point Partners Management
New York
$111M +$2.3M +2% 10% 85.2% 70 14.29% 1.4
LA
3934
LFL Advisers
Illinois
$111M +$4.62M +4% 6.79% 83% 12 8.33% 0.8
Friedenthal Financial
3935
Friedenthal Financial
New Jersey
$111M +$3.4M +3% 3.63% 111% 59 22.03% 1.3
Bishop & Co Investment Management
3936
Bishop & Co Investment Management
Pennsylvania
$111M +$937K +0.9% 3.27% 47.6% 16 12.5% 1.6
Rotation Capital Management
3937
Rotation Capital Management
New York
$111M +$36.9M +50% 12.1% – 45 42.22% 0.3
EDMP Inc
3938
EDMP Inc
Florida
$111M +$2.98M +3% 2.9% 78% 66 10.61% 2.6
Pathstone Family Office
3939
Pathstone Family Office
New Jersey
$111M -$126M -53% 5.68% 38.9% 398 59.55% 1
Chesapeake Asset Management
3940
Chesapeake Asset Management
New York
$111M +$5.85M +6% 4.17% 153% 66 12.12% 2.9
Invictus RG
3941
Invictus RG
Bermuda
$111M -$26.4M -19% 14.3% 289% 818 67.97% 0.4
Paragon Wealth Strategies
3942
Paragon Wealth Strategies
Florida
$111M -$811K -0.7% 4.17% 59.8% 30 10% 0.6
ASA
3943
Armstrong Shaw Associates
Connecticut
$111M -$155M -58% 4.28% 51.2% 42 2.38% 2.5
Burke & Herbert Bank & Trust
3944
Burke & Herbert Bank & Trust
Virginia
$111M +$779K +0.7% 3.74% 67.8% 140 7.86% 3
Capital Asset Advisory Services
3945
Capital Asset Advisory Services
Michigan
$110M -$45.4M -29% 3.47% 51% 130 19.23% 1
SM
3946
Saya Management
New York
$110M – – 11.9% 34.8% 11 – 0
HIM
3947
Hutchens Investment Management
New Hampshire
$110M -$5.36M -5% 6.64% 56.8% 87 32.18% 1.1
Nixon Peabody Trust
3948
Nixon Peabody Trust
Massachusetts
$110M +$2.06M +2% 3.9% 85.3% 69 7.25% 1.5
Donald L. Hagan LLC
3949
Donald L. Hagan LLC
Florida
$110M +$4.31M +4% 4.11% 47.9% 84 27.38% 1.6
Steginsky Capital
3950
Steginsky Capital
New York
$110M +$8.18M +8% 8.16% 99.4% 10 10% 0.7