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)
HMS
4326
Hanseatic Management Services
New Mexico
$104M +$4.95M +5% 9.84% – 510 30.39% 0.8
BCIM
4327
Burford Capital Investment Management
Illinois
$104M +$5.3M +5% 2.31% 46.3% 4 0% 0.3
TWM
4328
Titus Wealth Management
California
$104M +$15.4M +17% 1.5% 26.6% 100 42% 0.2
LWIC
4329
Leith Wheeler Investment Counsel
British Columbia, Canada
$104M +$46.4M +81% 0.94% 52.3% 35 20% 0.9
LFGH
4330
Lee Financial Group Hawaii
Hawaii
$104M -$3.85M -4% 0.3% 12.9% 37 24.32% 0.2
MRI
4331
Mad River Investors
Massachusetts
$104M +$12.4M +14% 7.08% 225% 29 20.69% 2.2
GCM
4332
Gator Capital Management
Florida
$104M -$562K -0.5% 0.76% 245% 126 44.44% 0.8
SHGA
4333
Sand Hill Global Advisors
California
$104M -$902M -90% 1.05% 58.6% 112 33.04% 2.6
SWM
4334
Sequoia Wealth Management
Illinois
$104M -$7.2M -7% 1.48% – 65 23.08% 0.2
LCM
4335
Lucas Capital Management
New Jersey
$103M -$12.1M -10% 2.85% 44.5% 115 20.87% 3.1
AWM
4336
Aries Wealth Management
Maine
$103M -$5.38M -5% 2.12% 75% 139 12.95% 0.2
MAG
4337
Millrace Asset Group
Pennsylvania
$103M -$950K -0.9% 13% 113% 83 49.4% 0.8
FMB
4338
Field & Main Bank
Kentucky
$103M -$1.72M -2% 0.98% 107% 244 11.48% 2.4
LFS
4339
Legacy Financial Strategies
Kansas
$102M +$8.34M +9% 0.87% 67.1% 107 25.23% 0.2
SL
4340
SWF LLC
Nebraska
$102M -$1.87M -2% 0.77% 87.4% 2 0% 0.3
DIS
4341
Diversified Investment Strategies
Louisiana
$102M -$8.2M -7% 0.04% 86% 45 8.89% 2.9
WCAMG
4342
Woodard & Company Asset Management Group
North Carolina
$102M -$13.2M -11% 1.83% 84.8% 253 18.58% 0.2
PD
4343
Planning Directions
Pennsylvania
$102M – – 1.19% 46.3% 52 – 0
CA
4344
Crewe Advisors
Utah
$102M -$148K -0.1% 2.94% 96.1% 302 15.23% 0.2
DAM
4345
Diamant Asset Management
Connecticut
$102M -$581M -85% 2.43% 66.9% 83 10.84% 0.2
LP
4346
Luzich Partners
Nevada
$102M -$20.6M -17% 8.15% – 18 33.33% 0.9
NPP
4347
New Potomac Partners
Maryland
$102M -$2.88M -3% 0.19% 37.2% 154 7.14% 0.2
OFM
4348
Omega Fund Management
Massachusetts
$102M -$36.6M -26% 5.71% 106% 12 8.33% 2.1
ACM
4349
Avalon Capital Management
California
$102M -$10.4M -9% 1.71% 151% 90 61.11% 1
SXM
4350
SC XII Management
California
$102M +$1.72M +2% 10.1% 73.4% 2 0% 3.1