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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
ATIA
3926
American Trust Investment Advisors
New Hampshire
$112M -$2.27M -2% 7.76% 91% 85 24.71%
PFGIA
3927
Patriot Financial Group Insurance Agency
Massachusetts
$112M +$15.9M +17% 2.9% 87% 972 12.86%
LCC
3928
Lincoln Capital Corp
Rhode Island
$112M -$1.19M -1% 4.53% 73.9% 53 22.64%
BT
3929
Brandywine Trust
Delaware
$112M +$16.7M +18% 3.95% 32.7% 34 32.35%
ACM
3930
AidennLair Capital Management
New York
$112M -$63.3M -36% 1.53% 32 59.38%
LCM
3931
Lucas Capital Management
New Jersey
$112M -$26.5M -19% 3.23% 44.5% 133 26.32%
OPPM
3932
Opus Point Partners Management
New York
$111M +$2.3M +2% 10% 85.2% 70 14.29%
LA
3933
LFL Advisers
Illinois
$111M +$4.62M +4% 6.79% 83% 12 8.33%
FF
3934
Friedenthal Financial
New Jersey
$111M +$3.4M +3% 3.63% 111% 59 22.03%
BCIM
3935
Bishop & Co Investment Management
Pennsylvania
$111M +$937K +0.9% 3.27% 47.6% 16 12.5%
RCM
3936
Rotation Capital Management
New York
$111M +$36.9M +50% 12.1% 45 42.22%
EI
3937
EDMP Inc
Florida
$111M +$2.98M +3% 2.9% 71.6% 66 10.61%
PFO
3938
Pathstone Family Office
New Jersey
$111M -$126M -53% 5.68% 38.9% 398 59.55%
CAM
3939
Chesapeake Asset Management
New York
$111M +$5.85M +6% 4.17% 153% 66 12.12%
IR
3940
Invictus RG
Bermuda
$111M -$26.4M -19% 14.3% 289% 818 67.97%
PWS
3941
Paragon Wealth Strategies
Florida
$111M -$811K -0.7% 4.17% 59.8% 30 10%
ASA
3942
Armstrong Shaw Associates
Connecticut
$111M -$155M -58% 4.28% 51.2% 42 2.38%
BHBT
3943
Burke & Herbert Bank & Trust
Virginia
$111M +$779K +0.7% 3.74% 67.8% 140 7.86%
CAAS
3944
Capital Asset Advisory Services
Michigan
$110M -$45.4M -29% 3.47% 51% 130 19.23%
SM
3945
Saya Management
New York
$110M 11.9% 34.8% 11
HIM
3946
Hutchens Investment Management
New Hampshire
$110M -$5.36M -5% 6.64% 56.8% 87 32.18%
NPT
3947
Nixon Peabody Trust
Massachusetts
$110M +$2.06M +2% 3.9% 85.3% 69 7.25%
DLHL
3948
Donald L. Hagan LLC
Florida
$110M +$4.31M +4% 4.11% 47.9% 84 27.38%
SC
3949
Steginsky Capital
New York
$110M +$8.18M +8% 8.16% 115% 10 10%
SG
3950
Somerset Group
Minnesota
$110M +$1.64M +2% 3.75% 84.6% 73 6.85%