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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
LD
4151
Lipe & Dalton
New York
$136M +$13.2M +11% 12.6% 89.6% 81 18.52%
BCIM
4152
Bishop & Co Investment Management
Pennsylvania
$136M +$19.1M +16% 12.4% 47.6% 24 8.33%
TP
4153
Truvvo Partners
New York
$136M -$3.83M -3% 7.45% 21.1% 46 67.39%
HCM
4154
HM Capital Management
Missouri
$136M +$18.9M +16% 12.7% 29.6% 37 16.22%
OFG
4155
Omega Financial Group
California
$136M +$22.3M +20% 10.5% 45.2% 63 9.52%
SMFS
4156
Squar Milner Financial Services
California
$136M +$31.5M +30% 11.7% 873 17.53%
SIC
4157
Shoker Investment Counsel
Ohio
$135M +$16.2M +14% 11.7% 83.8% 108 13.89%
HIM
4158
Harbour Investment Management
Washington
$135M +$13.7M +11% 13.6% 58.8% 67 7.46%
ISG
4159
Investment Security Group
Colorado
$135M 12
JC
4160
JCSD Capital
California
$135M -$2.26M -2% 4.35% 59 13.56%
AFNAS
4161
American Financial Network Advisory Services
California
$135M -$6M -4% 11.8% 176 24.43%
CRCM
4162
Crystal Rock Capital Management
Illinois
$135M +$23.8M +21% 18.9% 172% 33 15.15%
UA
4163
Unison Advisors
District of Columbia
$135M +$8.91M +7% 10.3% 54.6% 164 6.71%
SL
4164
SIB LLC
New York
$135M +$16.6M +14% 15.6% 29.2% 24 0%
SIG
4165
Schaller Investment Group
North Carolina
$135M -$118K -0.1% 2.53% 21.9% 36 8.33%
THWM
4166
Taylor Hoffman Wealth Management
Virginia
$135M +$23.3M +21% 13.2% 47.8% 435 8.51%
GTAM
4167
Global Trust Asset Management
Florida
$135M +$22.7M +20% 12.6% 168% 481 22.25%
PCMC
4168
Private Capital Management (Colorado)
Colorado
$135M +$18.5M +16% 13.4% 20% 99 22.22%
ERM
4169
Elm Ridge Management
New York
$134M -$34.5M -20% 22.3% 93.6% 35 22.86%
FCM
4170
Ferox Capital Management
United Kingdom
$134M -$7.54M -5% 2.15% 2.07% 31 9.68%
SCG
4171
Sonata Capital Group
Washington
$134M +$11.6M +9% 11.9% 57.4% 101 8.91%
VCP
4172
Vernier Capital Partners
New York
$134M -$18.5M -12% 22.6% 75.7% 26 61.54%
VST
4173
Van Strum & Towne
California
$134M +$15.7M +13% 12.8% 62.2% 66 6.06%
TWS
4174
Thomas W. Smith
$134M +$15.4M +13% 22.3% 10 0%
WPEP
4175
Walnut Private Equity Partners
Nebraska
$134M +$21.3M +19% 16.2% 60.6% 20 0%