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)
FP
4326
Factorial Partners
New York
$108M – – 5.71% 88.7% 105 – 0
CHA
4327
Cooper/Haims Advisors
New York
$108M – – 3.97% 53.1% 55 – 0
WA
4328
WESPAC Advisors
California
$108M -$43.8M -29% 4.96% 112% 150 28.67% 1
AF
4329
Aristotle Fund
Maine
$108M +$2.5M +2% 9.15% 3.11% 11 63.64% 0.9
DRS
4330
Deane Retirement Strategies
Louisiana
$108M +$4.02M +4% 7.95% 73.4% 73 31.51% 1.2
LFGH
4331
Lee Financial Group Hawaii
Hawaii
$108M – – 6.02% 12.9% 35 – 0
BSG
4332
Black Swift Group
Colorado
$107M +$11.1M +11% 6.87% 139% 55 43.64% 0.3
WA
4333
Wilshire Advisors
California
$107M -$5.53M -5% 2.33% 118% 25 8% 1.3
MP
4334
Marlowe Partners
New York
$107M -$38.3M -26% 8.08% 16.3% 10 50% 0.8
OIM
4335
Oceanic Investment Management
Isle Of Man
$107M -$30.4M -22% 7.65% – 25 40% 1.1
BCSB
4336
Bristol County Savings Bank
Massachusetts
$107M +$6.38M +6% 5.77% – 65 4.62% 0.2
CL
4337
Croft-Leominster
Maryland
$107M -$316M -75% 9.98% 38% 126 47.62% 0.7
SC
4338
Steginsky Capital
New York
$107M -$3.15M -3% 8.3% 99.4% 10 20% 0.9
LA
4339
LexAurum Advisors
Kansas
$107M – – 4.11% – 149 – 0
AC
4340
Arjuna Capital
North Carolina
$107M – – 8.92% 105% 78 – 0
EIP
4341
Edgbaston Investment Partners
$107M – – 6.81% 4.67% 2 – 0
MIS
4342
Man Investments (Switzerland)
Switzerland
$107M -$10.2M -9% 0.02% 0.23% 64 4.69% 1.8
GIM
4343
Guild Investment Management
California
$107M +$11.8M +12% 4.94% 101% 50 64% 0.4
NSB
4344
Norway Savings Bank
Maine
$106M +$2.13M +2% 4.43% 101% 266 4.14% 0.9
SWM
4345
Shakespeare Wealth Management
Wisconsin
$106M – – 4.85% 49.6% 27 – 0
WC
4346
Westwind Capital
New Mexico
$106M – – 5.11% 87.6% 39 – 0
PCP
4347
Prisma Capital Partners
New York
$106M +$13.2M +14% 7.52% – 13 30.77% 0.3
DHRFI
4348
DCM Hybrid RMB Fund International
California
$106M -$25.6M -19% 1.41% – 3 0% 1.3
HIM
4349
Hutchens Investment Management
New Hampshire
$106M -$4.44M -4% 6.04% 56.8% 95 23.16% 1.3
PIC
4350
Portland Investment Counsel
Ontario, Canada
$106M – – 0.37% 108% 38 – 2.8