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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)
TriaGen Wealth Management
4576
TriaGen Wealth Management
California
$199M +$19M +11% 9.25% 132% 191 30.89% 1.4
Lumbard & Kellner
4577
Lumbard & Kellner
New Hampshire
$199M -$5.41M -3% 3.08% 137% 101 24.75% 3.5
Deere & Company
4578
Deere & Company
Illinois
$199M -$7.68M -4% 4.81% – 3 0% 5.6
ECG
4579
EPIQ Capital Group
California
$199M +$15.3M +8% 8.19% 6.25% 55 14.55% 2.1
DVF
4580
Discovery Value Fund
Singapore
$199M -$147M -42% 39.9% 210% 7 42.86% 2.3
Beech Hill Advisors
4581
Beech Hill Advisors
New York
$199M +$18.6M +10% 11.2% 117% 88 6.82% 4.2
Marvin & Palmer Associates
4582
Marvin & Palmer Associates
Delaware
$199M +$8.46M +4% 8.9% 392% 36 55.56% 0.8
Norway Savings Bank
4583
Norway Savings Bank
Maine
$198M +$1.99M +1% 6.01% 117% 289 52.6% 5.3
Argonautica Private Wealth Management
4584
Argonautica Private Wealth Management
Massachusetts
$198M +$3.14M +2% 8.3% 167% 166 9.04% 0.2
Madison Wealth Partners
4585
Madison Wealth Partners
Wisconsin
$198M +$27M +16% 7.08% 66.9% 88 14.77% 1.5
BCGM Wealth Management
4586
BCGM Wealth Management
Indiana
$198M -$7.36M -4% 3.82% 54.9% 117 25.64% 1.7
Intrepid Financial Planning Group
4587
Intrepid Financial Planning Group
Indiana
$198M +$14.2M +8% 5.3% 92.5% 124 10.48% 0.6
ACM
4588
Aljian Capital Management
Nevada
$198M +$24.8M +14% 18.9% 162% 52 13.46% 3.3
Kelly Financial Services
4589
Kelly Financial Services
Massachusetts
$198M +$8.14M +4% 6.96% 64.3% 738 11.65% 2.8
Brand Asset Management Group
4590
Brand Asset Management Group
Missouri
$198M +$350K +0.2% 5.8% 70.2% 75 2.67% 4.2
Legacy CG
4591
Legacy CG
Texas
$198M +$27.3M +16% 3.58% 62.6% 45 13.33% 0.7
KAS
4592
Kemnay Advisory Services
New York
$198M -$973K -0.5% 23.5% 167% 29 41.38% 2.9
DLG
4593
Daniel L. Goodwin
$198M +$379K +0.2% 3.24% 72.6% 97 15.46% 4.1
AFS
4594
Aft Forsyth & Sober
Florida
$198M -$24.4M -11% 4.73% 94.6% 83 4.82% 2.5
DL
4595
DOHJ LLC
Washington
$198M +$19.8M +11% 8.28% 51.5% 94 13.83% 2.2
Centurion Wealth Management
4596
Centurion Wealth Management
Virginia
$198M +$20.3M +11% 7.47% – 168 17.26% 0.2
MHP
4597
Manatuck Hill Partners
Connecticut
$198M -$13.7M -7% 5.41% 556% 127 55.91% 1
Northern Right Capital Management
4598
Northern Right Capital Management
Connecticut
$197M +$18.9M +11% 16.5% 187% 24 29.17% 1.9
Richmond Hill Investments
4599
Richmond Hill Investments
New York
$197M +$22.1M +13% 13.3% 55.2% 5 0% 4.7
Adirondack Trust Company
4600
Adirondack Trust Company
New York
$197M +$4.12M +2% 7.1% 96.7% 496 5.85% 5