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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)
Salem Capital Management
4326
Salem Capital Management
Massachusetts
$140M +$18.6M +15% 21.5% 32.3% 63 6.35% 5.5
Seascape Capital Management
4327
Seascape Capital Management
New Hampshire
$140M +$29.4M +27% 16.6% 111% 77 28.57% 0.4
Smith Shellnut Wilson
4328
Smith Shellnut Wilson
Mississippi
$140M +$20.4M +17% 17.5% 98.6% 132 6.82% 2.3
Aspen Investment Management
4329
Aspen Investment Management
Michigan
$140M +$24.1M +21% 19.4% 84.9% 119 13.45% 4.9
Merk Investments
4330
Merk Investments
California
$140M +$42M +43% 62.6% 303% 18 11.11% 0.4
Black Swift Group
4331
Black Swift Group
Colorado
$140M +$39M +39% 38.7% 139% 120 63.33% 0.5
Curtis Advisory Group
4332
Curtis Advisory Group
California
$139M -$12.1M -8% 23.9% 67.6% 61 24.59% 0.4
IGYL
4333
I.G.Y. Ltd
United Kingdom
$139M +$13.7M +11% 23.8% 80.5% 3 0% 0.3
Mountain Lake Investment Management
4334
Mountain Lake Investment Management
Florida
$139M +$36M +35% 48.2% 64% 36 52.78% 1.3
GA
4335
Gagnon Advisors
New York
$139M +$31.8M +30% 46.8% 129% 28 10.71% 3.5
Lantz Financial
4336
Lantz Financial
Illinois
$139M +$11.3M +9% 16.3% 74.3% 116 9.48% 1.1
CWS Financial Advisors
4337
CWS Financial Advisors
Michigan
$139M +$3.62M +3% 14.2% 55.7% 138 23.91% 0.4
Bay Colony Advisors
4338
Bay Colony Advisors
Massachusetts
$139M +$28.4M +26% 17.3% 91.8% 223 31.39% 1.1
APSI
4339
Asset Planning Services Inc
Louisiana
$139M +$17.4M +14% 13.5% 138% 37 10.81% 2.6
Keeler Thomas Management
4340
Keeler Thomas Management
Utah
$138M +$53M +62% 16% 46.1% 67 23.88% 1.8
TWS
4341
Thomas W. Smith
$138M +$63.3M +84% 133% – 9 11.11% 6.1
PC
4342
PA Capital
Virginia
$138M +$25.1M +22% 47% – 213 45.07% 0.6
GYL Financial Synergies
4343
GYL Financial Synergies
Connecticut
$138M -$18.3M -12% 22.9% 36% 166 24.1% 1.1
CCP
4344
Camelot Capital Partners
California
$138M – – 66.8% – 2 – 0
Diker Management
4345
Diker Management
New York
$138M -$99M -42% 33.9% 210% 55 69.09% 1.7
Lipe & Dalton
4346
Lipe & Dalton
New York
$138M +$19.5M +17% 21% 101% 107 20.56% 3.3
Colton Groome Financial Advisors
4347
Colton Groome Financial Advisors
North Carolina
$138M +$16.7M +14% 14.2% 65.8% 65 23.08% 0.8
Dalton Investments
4348
Dalton Investments
Nevada
$137M +$8.36M +6% 26.8% 95.1% 44 6.82% 2.8
RBA Wealth Management
4349
RBA Wealth Management
California
$137M +$21.8M +19% 18.5% 77.7% 103 12.62% 0.9
Aquamarine Capital Management
4350
Aquamarine Capital Management
New York
$137M -$9.36M -6% 13.1% 23% 13 15.38% 4