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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)
PMAM
4001
Penn Mutual Asset Management
Pennsylvania
$148M +$46.9M +46% 1.53% 28.7% 27 33.33% 0.7
LF
4002
Lantz Financial
Illinois
$148M +$462K +0.3% 1.33% 74.3% 130 6.15% 0.5
MC
4003
Miramar Capital
Illinois
$148M +$6.93M +5% 4.93% 47.3% 64 14.06% 0.7
SVI
4004
Strategic Vision Investment
Hong Kong
$148M -$77.4M -34% 2.79% 95.6% 19 57.89% 0.3
CC
4005
Cowbird Capital
New York
$148M +$28.4M +24% 8.79% 21.3% 17 58.82% 0.3
GCGDR
4006
Geo Capital Gestora de Recursos
Brazil
$148M +$10.7M +8% 0.87% 30.7% 22 54.55% 0.5
WPW
4007
Winthrop Partners - WNY
New York
$148M +$14.5M +11% 1.66% – 307 31.92% 1.1
OCP
4008
Oakcliff Capital Partners
New York
$148M +$12.1M +9% 6.18% 133% 12 25% 1.6
MinichMacGregor Wealth Management
4009
MinichMacGregor Wealth Management
New York
$148M +$4.72M +3% 1.79% 130% 54 18.52% 1
AW
4010
Alpha Windward
Massachusetts
$148M -$8.03M -5% 2.68% 33.6% 426 13.62% 3
GWM
4011
Graybill Wealth Management
Illinois
$148M +$2.02M +1% 0.91% – 57 15.79% 3.2
MCC
4012
Malaga Cove Capital
California
$148M -$7.45M -5% 1.38% 88.1% 174 24.71% 1.5
GFM
4013
Gramercy Funds Management
Connecticut
$148M -$47.5M -24% 16.5% 87.6% 18 22.22% 1
Mitchell McLeod Pugh & Williams
4014
Mitchell McLeod Pugh & Williams
Alabama
$148M +$1.74M +1% 2.57% 90.7% 177 5.08% 3.8
YCM
4015
Yaupon Capital Management
New York
$148M -$199M -57% 4.94% 122% 62 72.58% 0.2
SCG
4016
Sonata Capital Group
Washington
$148M +$3.12M +2% 0.68% 57.4% 112 10.71% 3.4
CCM
4017
Cloverdale Capital Management
Texas
$148M +$1.92M +1% 2.1% 20.8% 21 61.9% 0.5
ONST
4018
Old North State Trust
North Carolina
$148M +$9.5M +7% 2.25% – 401 16.71% 0.9
KCM
4019
Kempner Capital Management
Texas
$147M -$5.43M -4% 0.84% 60.9% 52 13.46% 3.8
FF
4020
Fluent Financial
Texas
$147M +$13.2M +10% 1.46% 46.9% 60 25% 1
V
4021
ValueWorks
New York
$147M -$4.33M -3% 1.8% 190% 34 11.76% 2.5
LIC
4022
Laurus Investment Counsel
Canada
$147M +$5.75M +4% 1.29% 14.1% 31 6.45% 1.4
Bay Colony Advisors
4023
Bay Colony Advisors
Massachusetts
$147M -$8.47M -5% 1.99% 91.8% 275 31.64% 0.7
TW
4024
Towerpoint Wealth
California
$147M +$4.56M +3% 0.35% 67.7% 85 34.12% 0.8
EA
4025
Elm Advisors
California
$147M +$598K +0.4% 0.67% 50.5% 86 1.16% 4.6