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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 Time
Held (Qtrs)
SCM
4326
Stumpf Capital Management
Arizona
$109M +$1.45M +1% 3.8% 44.5% 41 9.76% 2.9
RCP
4327
Rho Capital Partners
New York
$109M +$4.17M +4% 12.3% – 5 0% 7.2
VLC
4328
Van Leeuwen & Company
New Jersey
$108M – – 9.65% 75.4% 75 – 0
ACM
4329
Asymmetry Capital Management
California
$108M +$6.52M +6% 6.74% 300% 47 48.94% 3.2
CC
4330
Caxton Corporation
New Jersey
$108M -$175M -62% 5.66% 512% 31 25.81% 3
RVM
4331
Robinson Value Management
Texas
$108M -$1.99M -2% 2.77% 70.8% 82 24.39% 4.8
DAM
4332
Diamant Asset Management
Connecticut
$108M +$4.54M +4% 9.66% 66.9% 85 9.41% 2.7
NPP
4333
New Potomac Partners
Maryland
$108M +$4.42M +4% 5.46% 37.2% 152 9.21% 2.8
KWA
4334
KCS Wealth Advisory
California
$108M +$358K +0.3% 2.64% 45.3% 157 8.92% 2.7
BBWA
4335
Bell & Brown Wealth Advisors
California
$108M +$6.42M +6% 6.83% – 94 20.21% 2.5
PMAM
4336
Penn Mutual Asset Management
Pennsylvania
$108M – – 0.69% 28.7% 21 – 0
PD
4337
Planning Directions
Pennsylvania
$108M +$4.08M +4% 4.73% 46.3% 60 15% 1.7
WA
4338
WP Advisors
California
$107M +$1.44M +1% 4.76% 95.5% 284 8.8% 2.1
OHA
4339
Oak Hill Advisors
New York
$107M -$10.2M -9% 0.92% 42.4% 5 20% 16.3
RCP
4340
Radin Capital Partners
Ontario, Canada
$107M – – 4.7% – 11 – 0
NF
4341
Nikulski Financial
Iowa
$107M -$1.21M -1% 7.11% 95.8% 96 33.33% 2.2
HMS
4342
Hanseatic Management Services
New Mexico
$107M -$9.24M -8% 14.9% – 468 38.89% 3
BIG
4343
Boothe Investment Group
Delaware
$107M +$380K +0.4% 2.51% 59.8% 24 8.33% 1
HFP
4344
Holistic Financial Partners
Indiana
$107M +$19.8M +23% 4.15% 95.7% 83 59.04% 1.2
MFG
4345
Monte Financial Group
Connecticut
$107M +$8.66M +9% 7.77% 57.9% 74 12.16% 2.6
KAM
4346
Kazazian Asset Management
Florida
$107M -$2.31M -2% 2.51% – 99 16.16% 5.1
CCM
4347
Copernicus Capital Management
California
$107M -$31.3M -23% 14.7% 126% 23 43.48% 1.9
ECM
4348
Engine Capital Management
New York
$106M -$39.8M -27% 1.96% 21.1% 57 22.81% 3.2
LMAM
4349
Legg Mason Asset Management
Japan
$106M -$21M -17% 7.7% – 131 6.11% 6.8
EI
4350
EDMP Inc
Florida
$106M +$9.13M +9% 9.23% 71.6% 58 8.62% 13.2