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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
CFP
4626
Curran Financial Partners
South Carolina
$196M +$13.7M +8% 0.64% 49.4% 65 9.23%
NC
4627
Nixon Capital
Texas
$196M -$32.1M -14% 0.65% 118% 26 23.08%
CPC
4628
Congress Park Capital
New York
$195M -$4.12M -2% 1.36% 95.6% 152 20.39%
ARIS
4629
Advanced Research Investment Solutions
California
$195M +$84.1M +76% 1.59% 13.1% 140 45.71%
SCM
4630
Seascape Capital Management
New Hampshire
$195M +$2.98M +2% 1% 111% 99 18.18%
LF
4631
Lantz Financial
Illinois
$195M +$511K +0.3% 0.58% 67.1% 147 3.4%
CP
4632
Camelot Portfolios
Ohio
$195M -$52.9M -21% 1.78% 41.3% 260 23.08%
FC
4633
Fore Capital
New York
$195M -$134M -41% 0.56% 25.4% 77 64.94%
PAM
4634
Peninsula Asset Management
Florida
$195M +$3.37M +2% 0.03% 44.1% 46 0%
LD
4635
Lipe & Dalton
New York
$195M +$2.3M +1% 0.24% 89.6% 107 2.8%
TA
4636
Trellis Advisors
Washington
$195M +$2.07M +1% 0.58% 23.3% 81 6.17%
GWM
4637
GSB Wealth Management
Connecticut
$195M -$126M -39% 0.86% 61.8% 225 34.22%
OFS
4638
Oldfather Financial Services
Nebraska
$195M +$11.7M +6% 1.44% 60.8% 65 12.31%
GFPC
4639
Global Financial Private Client
Florida
$194M +$15.4M +9% 0.68% 90.4% 612 3.27%
LCM
4640
LH Capital Markets
New York
$194M -$242M -55% 8.74% 12.2% 72 77.78%
LAS
4641
Lloyd Advisory Services
Georgia
$194M -$3.53M -2% 0.05% 47.7% 427 10.3%
DM
4642
Diker Management
New York
$194M -$33.4M -15% 1.06% 210% 39 17.95%
CG
4643
Castellan Group
Kentucky
$194M -$44.2M -19% 1.48% 196% 93 37.63%
BIMC
4644
Benson Investment Management Company
Virginia
$194M -$2.19M -1% 2.11% 91.6% 73 30.14%
BSA
4645
Bull Street Advisors
Georgia
$194M +$6.7M +4% 0.79% 41.9% 95 2.11%
MWVC
4646
Morgens Waterfall Vintiadis & Co
New York
$194M -$1.74M -0.9% 8.13% 594% 39 43.59%
OWP
4647
Old Well Partners
North Carolina
$194M -$26.6M -12% 5.95% 97.8% 52 48.08%
HBCM
4648
Heron Bay Capital Management
Michigan
$194M +$12.9M +7% 0.59% 58.9% 75 10.67%
3F
4649
360 Financial
Minnesota
$194M +$1.22M +0.6% 1.49% 82.5% 98 16.33%
RCA
4650
Rex Capital Advisors
Rhode Island
$194M -$13.4M -6% 4.92% 7.31% 22 4.55%