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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
LSC
4526
Lesa Sroufe & Co
Washington
$105M -$8.32M -7% 0.85% 63 4.76%
LB
4527
Legacy Bridge
Iowa
$105M +$1.07M +1% 1.07% 225% 306 13.07%
AW
4528
Avion Wealth
Texas
$105M 0.05% 45.4% 43
TA
4529
Townsend & Associates
Colorado
$105M -$26.4M -20% 0.68% 54.1% 84 23.81%
LFPWM
4530
Leicht Financial Planning & Wealth Management
New Jersey
$105M +$2.56M +3% 0.86% 46.3% 53 16.98%
EIP
4531
Edgbaston Investment Partners
$105M -$14.5M -12% 8.78% 4.67% 3 0%
LAIC
4532
Lederer & Associates Investment Counsel
California
$105M -$4.26M -4% 2.28% 75.5% 92 7.61%
FNBOSM
4533
First National Bank of South Miami
Florida
$105M -$2.25M -2% 0.76% 35.2% 286 2.1%
WMRU
4534
William Marsh Rice University
Texas
$105M -$23.1M -18% 8.38% 4.44% 5 80%
HAS
4535
HBW Advisory Services
California
$104M 2.41% 62.1% 60
FI
4536
Financial Insights
Washington
$104M +$5.87M +6% 1.64% 71.9% 70 11.43%
JA
4537
JVL Advisors
Texas
$104M -$33.7M -24% 23.7% 89.4% 11 36.36%
AIM
4538
Act II Management
New York
$104M -$5.15M -5% 0.85% 43.6% 23 13.04%
PD
4539
Planning Directions
Pennsylvania
$104M +$5.71M +6% 1.54% 46.3% 60 18.33%
OAMA
4540
Oslo Asset Management AS
Norway
$104M -$284M -73% 32.4% 82.7% 14 14.29%
FP
4541
Factorial Partners
New York
$104M -$155K -0.1% 0.5% 80.1% 121 25.62%
JCM
4542
Jacobsen Capital Management
Utah
$104M +$3.59M +4% 1.83% 86.7% 67 11.94%
AFM
4543
Andesa Financial Management
Pennsylvania
$103M -$2.15M -2% 3.02% 73.6% 112 13.39%
RAM
4544
RK Asset Management
Michigan
$103M -$966K -0.9% 1.8% 47.6% 19 10.53%
DM
4545
Delphi Management
Massachusetts
$103M -$8.2M -7% 2.84% 111% 100 15%
TM
4546
Titan Managers
Arizona
$103M -$2.44M -2% 0.93% 2.57% 50 84%
SCM
4547
Stonepine Capital Management
Oregon
$103M -$42.2M -29% 7.67% 231% 32 40.63%
MSWMA
4548
Market Street Wealth Management Advisors
Indiana
$103M -$823K -0.8% 0.59% 39.6% 38 5.26%
MRI
4549
Mad River Investors
Massachusetts
$103M -$11.4M -10% 4.39% 225% 28 17.86%
CA
4550
CHI Advisors
New York
$103M 33.2% 88.2% 13