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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
SRF
4901
Silver Rock Financial
California
$89.4M +$18.5M +26% 40.6% 6.77% 18 22.22%
FC
4902
Ferox Capital
United Kingdom
$89.4M 0% 33
CNFG
4903
Creegan & Nassoura Financial Group
New Hampshire
$88.8M +$12.2M +16% 15.1% 52.6% 71 5.63%
LWM
4904
Lionsbridge Wealth Management
Florida
$88.8M +$5.19M +6% 14.1% 55.3% 47 27.66%
FCM
4905
Fortis Capital Management
Washington
$88.6M +$54.9M +163% 14.5% 64% 72 65.28%
PAWC
4906
P.A.W. Capital
Connecticut
$88.4M +$14.1M +19% 36.7% 30.5% 63 14.29%
BC
4907
Blackcrane Capital
Washington
$88.4M -$21M -19% 50.6% 40% 10 20%
KAM
4908
Kopion Asset Management
Texas
$88.3M +$19.3M +28% 27.3% 67.1% 22 9.09%
OFG
4909
OTA Financial Group
New York
$88.3M +$8.13M +10% 19.5% 320% 64 75%
WA
4910
WESPAC Advisors
California
$88.1M +$46.5M +111% 18.7% 84.5% 110 64.55%
MSS
4911
Mitchell Sinkler & Starr
Pennsylvania
$88.1M +$11.7M +15% 18.2% 72.2% 99 13.13%
AA
4912
Aufman Associates
Pennsylvania
$88.1M +$15.6M +22% 19.9% 76.4% 38 18.42%
JC
4913
Jentner Corp
Ohio
$87.9M +$11.6M +15% 21.1% 38.9% 30 13.33%
HFA
4914
Harbert Fund Advisors
Alabama
$87.8M +$28M +47% 30.2% 70.8% 25 52%
TC
4915
Teilinger Capital
Texas
$87.8M 28.6% 35.7% 9
SNBOSD
4916
Security National Bank of So Dak
Iowa
$87.6M +$12.6M +17% 19.5% 58.9% 80 15%
BOM
4917
Bank of Marin
California
$87.6M +$14.2M +19% 20.9% 67.1% 124 20.97%
KSCM
4918
Kamunting Street Capital Management
Florida
$87.4M +$35.3M +68% 36% 1.88% 61 73.77%
KFI
4919
Key Financial Inc
Pennsylvania
$87.2M -$10.3M -11% 19.9% 55.5% 737 86.7%
NICM
4920
Neo Ivy Capital Management
New York
$87.2M +$25.8M +42% 18.8% 666 66.52%
MRI
4921
Mad River Investors
Massachusetts
$87.2M +$22M +34% 37% 206% 21 9.52%
EW
4922
Element Wealth
Mississippi
$87.1M +$14.8M +20% 19.5% 44.8% 133 14.29%
PE
4923
Point72 Europe
United Kingdom
$87.1M +$29.5M +51% 22.6% 95.4% 25 64%
CRIG
4924
Charter Research & Investment Group
Connecticut
$86.7M +$10.8M +14% 18.1% 71.1% 76 6.58%
LF
4925
LifeSteps Financial
California
$86.6M -$258K -0.3% 19.4% 88% 86 27.91%