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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
LCM
4526
LH Capital Markets
New York
$194M -$242M -55% 8.74% 12.2% 72 77.78%
LAS
4527
Lloyd Advisory Services
Georgia
$194M -$3.53M -2% 0.05% 427 10.3%
DM
4528
Diker Management
New York
$194M -$33.4M -15% 1.06% 151% 39 17.95%
CG
4529
Castellan Group
Kentucky
$194M -$44.2M -19% 1.48% 196% 93 37.63%
BIMC
4530
Benson Investment Management Company
Virginia
$194M -$2.19M -1% 2.11% 91.6% 73 30.14%
BSA
4531
Bull Street Advisors
Georgia
$194M +$6.7M +4% 0.79% 38.6% 95 2.11%
MWVC
4532
Morgens Waterfall Vintiadis & Co
New York
$194M -$1.74M -0.9% 8.13% 484% 39 43.59%
OWP
4533
Old Well Partners
North Carolina
$194M -$26.6M -12% 5.95% 97.8% 52 48.08%
HBCM
4534
Heron Bay Capital Management
Michigan
$194M +$12.9M +7% 0.59% 50.9% 75 10.67%
3F
4535
360 Financial
Minnesota
$194M +$1.22M +0.6% 1.49% 56.6% 98 16.33%
RCA
4536
Rex Capital Advisors
Rhode Island
$194M -$13.4M -6% 4.92% 7.31% 22 4.55%
XSC
4537
X-Square Capital
Puerto Rico
$193M -$17.2M -8% 4.1% 112% 158 16.46%
MFGM
4538
Marshall Financial Group (Maryland)
Maryland
$193M +$8.25M +4% 0.02% 63.5% 180 10.56%
DFA
4539
DHJJ Financial Advisors
Illinois
$193M +$3.89M +2% 1.08% 56.7% 127 6.3%
MAMNY
4540
Marathon Asset Management (New York)
New York
$193M -$36M -16% 3.79% 28.4% 32 31.25%
CAM
4541
Centre Asset Management
New York
$193M +$328K +0.2% 0.33% 45.3% 72 36.11%
VAM
4542
Velanne Asset Management
United Kingdom
$193M -$95.4M -33% 3.77% 29.6% 20 10%
IIM
4543
Ironwood Investment Management
Massachusetts
$193M -$5.14M -3% 2.75% 149% 175 2.86%
ACM
4544
ACT Capital Management
Pennsylvania
$193M -$1.65M -0.8% 9.63% 141 39.01%
CIM
4545
Chapman Investment Management
California
$193M +$12.5M +7% 1.34% 44% 45 13.33%
IAMOG
4546
Investors Asset Management of Georgia
Georgia
$192M +$6.52M +4% 1.77% 113% 173 5.2%
BFA
4547
Beacon Financial Advisory
Ohio
$192M +$6.28M +3% 0.57% 53.5% 237 8.86%
SWM
4548
Strategic Wealth Management
Washington
$192M +$7.04M +4% 2.08% 52.8% 74 9.46%
ISSM
4549
Invesco Senior Secured Management
New York
$192M -$60.5M -24% 3.13% 18.1% 16 12.5%
NCM
4550
Northwest Capital Management
Oregon
$192M +$14.7M +8% 0.34% 57% 98 13.27%