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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)
WMA
4726
Wealth Management Associates
New Jersey
$91.8M +$17.5M +24% 12% 111% 97 15.46% 0.2
River Oaks Capital
4727
River Oaks Capital
Minnesota
$91.8M +$8.15M +10% 10.7% – 54 9.26% 1.8
Lansing Management
4728
Lansing Management
New York
$91.6M +$14.5M +19% 22.8% 76.9% 10 20% 0.2
Rizvi Traverse Management
4729
Rizvi Traverse Management
Florida
$91.6M +$45.8M +100% 100% – 1 0% 1.3
Successful Portfolios
4730
Successful Portfolios
Florida
$91.5M +$13.2M +17% 11.1% 110% 141 12.06% 1.1
Raffles Associates
4731
Raffles Associates
New York
$91.4M +$3.85M +4% 7.86% 50% 51 13.73% 2
National Investment Services
4732
National Investment Services
Wisconsin
$91.3M +$5.1M +6% 13.7% 47.2% 85 23.53% 1.8
Madrona Financial Services
4733
Madrona Financial Services
Washington
$91.3M -$22M -19% 11.8% 85.1% 49 26.53% 2.3
Legend Financial Advisors
4734
Legend Financial Advisors
Pennsylvania
$91M +$22.8M +34% 15.6% 117% 37 35.14% 0.2
Orser Capital Management
4735
Orser Capital Management
Texas
$90.9M +$4.12M +5% 16.5% 128% 79 25.32% 1
PCM
4736
Proxima Capital Management
New York
$90.8M -$14.8M -14% 15.3% 20.7% 38 15.79% 1.6
Solas Capital Management
4737
Solas Capital Management
Connecticut
$90.6M -$4.4M -5% 10.8% 62.5% 30 30% 0.2
JSF Financial
4738
JSF Financial
California
$90.5M -$7.13M -7% 12.4% 91% 64 18.75% 0.2
Charter Research & Investment Group
4739
Charter Research & Investment Group
Connecticut
$90.4M +$11.2M +14% 13.1% 82.3% 83 9.64% 3.1
Tower House Partners
4740
Tower House Partners
United Kingdom
$90.1M +$37.8M +72% 30.6% 21.4% 2 50% 0.1
LCH
4741
Lee Capital Holdings
New York
$90M +$23.1M +35% 17.2% 34.4% 55 36.36% 0.5
Spectrum Asset Management (Connecticut)
4742
Spectrum Asset Management (Connecticut)
Connecticut
$89.9M -$85.1M -49% 5.69% 0.74% 6 33.33% 4.6
Kelly Financial Services
4743
Kelly Financial Services
Massachusetts
$89.9M – – 12.7% 64.3% 497 – 0
MSD Capital
4744
MSD Capital
New York
$89.4M +$32.8M +58% 29.6% 11.5% 3 33.33% 3.4
Trustco Bank (New York)
4745
Trustco Bank (New York)
New York
$88.9M +$34.9M +65% 12.9% 131% 69 42.03% 3
Empirical Capital Management
4746
Empirical Capital Management
Tennessee
$88.8M +$14.7M +20% 27.1% – 25 40% 1.9
WealthOne
4747
WealthOne
New York
$88.5M -$25.7M -22% 10.9% 23.4% 617 89.14% 0.2
Fifth Third Securities
4748
Fifth Third Securities
Ohio
$88.3M +$17.4M +24% 10.3% 62.7% 59 20.34% 1.4
Meridian Financial Partners
4749
Meridian Financial Partners
Virginia
$88.3M +$14M +19% 10.1% 80.8% 57 22.81% 0.2
Washington Capital Management
4750
Washington Capital Management
Washington
$88.3M +$2.06M +2% 14.4% 81.8% 108 20.37% 2.4