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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)
Peregrine Asset Advisers
4626
Peregrine Asset Advisers
Oregon
$196M -$23.7M -11% 3.63% 182% 162 46.3% 1.8
GYL Financial Synergies
4627
GYL Financial Synergies
Connecticut
$196M +$2.15M +1% 0.08% 36% 194 8.76% 1.8
Curran Financial Partners
4628
Curran Financial Partners
South Carolina
$196M +$13.7M +8% 0.64% 49.4% 65 9.23% 0.6
Nixon Capital
4629
Nixon Capital
Texas
$196M -$32.1M -14% 0.65% 118% 26 23.08% 0.6
Congress Park Capital
4630
Congress Park Capital
New York
$195M -$4.12M -2% 1.36% 99.9% 152 20.39% 1.9
ARIS
4631
Advanced Research Investment Solutions
California
$195M +$84.1M +76% 1.59% 13.1% 140 45.71% 0.5
Seascape Capital Management
4632
Seascape Capital Management
New Hampshire
$195M +$2.98M +2% 1% 111% 99 18.18% 1.2
Lantz Financial
4633
Lantz Financial
Illinois
$195M +$511K +0.3% 0.58% 74.3% 147 3.4% 1.8
Camelot Portfolios
4634
Camelot Portfolios
Ohio
$195M -$52.9M -21% 1.78% 41.3% 260 23.08% 2.8
FC
4635
Fore Capital
New York
$195M -$134M -41% 0.56% 25.4% 77 64.94% 0.8
Peninsula Asset Management
4636
Peninsula Asset Management
Florida
$195M +$3.37M +2% 0.03% 44.1% 46 0% 5.9
Lipe & Dalton
4637
Lipe & Dalton
New York
$195M +$2.3M +1% 0.24% 101% 107 2.8% 3.9
Trellis Advisors
4638
Trellis Advisors
Washington
$195M +$2.07M +1% 0.58% 23.3% 81 6.17% 2.3
GWM
4639
GSB Wealth Management
Connecticut
$195M -$126M -39% 0.86% 61.8% 225 34.22% 1.2
Oldfather Financial Services
4640
Oldfather Financial Services
Nebraska
$195M +$11.7M +6% 1.44% 60.8% 65 12.31% 1.4
Global Financial Private Client
4641
Global Financial Private Client
Florida
$194M +$15.4M +9% 0.68% 100% 612 3.27% 1.3
LCM
4642
LH Capital Markets
New York
$194M -$242M -55% 8.74% 12.2% 72 77.78% 0.2
Lloyd Advisory Services
4643
Lloyd Advisory Services
Georgia
$194M -$3.53M -2% 0.05% 47.7% 427 10.3% 1.1
Diker Management
4644
Diker Management
New York
$194M -$33.4M -15% 1.06% 210% 39 17.95% 2
Castellan Group
4645
Castellan Group
Kentucky
$194M -$44.2M -19% 1.48% 184% 93 37.63% 0.5
BIMC
4646
Benson Investment Management Company
Virginia
$194M -$2.19M -1% 2.11% 99.8% 73 30.14% 2
Bull Street Advisors
4647
Bull Street Advisors
Georgia
$194M +$6.7M +4% 0.79% 48.5% 95 2.11% 1.8
Morgens Waterfall Vintiadis & Co
4648
Morgens Waterfall Vintiadis & Co
New York
$194M -$1.74M -0.9% 8.13% 594% 39 43.59% 1.6
Old Well Partners
4649
Old Well Partners
North Carolina
$194M -$26.6M -12% 5.95% 97.8% 52 48.08% 0.7
Heron Bay Capital Management
4650
Heron Bay Capital Management
Michigan
$194M +$12.9M +7% 0.59% 58.9% 75 10.67% 0.6