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)
LAM
5026
Lingohr Asset Management
Germany
$104M +$3.79M +4% 9.8% 141% 120 10% 1.3
BAM
5027
Bullseye Asset Management
Colorado
$103M – – 12.1% 81% 77 – 0
BRG
5028
Bay Rivers Group
Virginia
$103M – – 9.02% 166% 67 – 0
VCM
5029
Venator Capital Management
Ontario, Canada
$103M -$12.1M -11% 13% 154% 35 51.43% 0.7
PP
5030
Pacifica Partners
Canada
$103M – – 7.61% 127% 371 – 0
TIM
5031
Triad Investment Management
California
$103M +$11.3M +12% 7.58% – 47 8.51% 0.9
OCM
5032
Orser Capital Management
Texas
$103M +$17.8M +21% 6.6% 128% 85 22.35% 1.2
VBFG
5033
Vishria Bird Financial Group
Tennessee
$103M +$15.7M +18% 10.9% 74.3% 55 25.45% 1
TM
5034
Titan Managers
Arizona
$103M $0 0% 0.24% 2.57% 8 0% 0.8
IWA
5035
Independence Wealth Advisors
Virginia
$103M +$8.18M +9% 6.22% 34.1% 24 12.5% 1.6
NS
5036
NewDay Solutions
New Hampshire
$103M -$38.5M -27% 5.21% – 60 21.67% 0.8
SCM
5037
Signia Capital Management
Washington
$103M +$13.2M +15% 13% 27% 26 15.38% 1.7
SFP
5038
Strategic Financial Planning
Texas
$103M – – 5.88% 47.5% 28 – 0
LOPW
5039
Live Oak Private Wealth
North Carolina
$103M – – 11.8% 65% 78 – 0
DI
5040
DRH Investments
California
$103M – – 17.1% 81.2% 15 – 0
JIC
5041
Juniper Investment Company
New York
$103M +$6.9M +7% 10.2% 358% 9 11.11% 0.2
LIM
5042
Lagoda Investment Management
New York
$103M +$17.8M +21% 15% 250% 28 7.14% 3.6
AIM
5043
Act II Management
New York
$103M -$1.54M -1% 11.3% 43.6% 22 9.09% 2.5
DVC
5044
Deer VII & Co
New York
$103M +$16.1M +19% 19.6% 241% 6 50% 0.7
HCM
5045
Horton Capital Management
Pennsylvania
$103M – – 51.6% – 7 – 0
PM
5046
Penbrook Management
New York
$103M +$10.5M +11% 10.9% 106% 108 7.41% 3.7
NVPX
5047
Norwest Venture Partners XII
California
$102M – – 9.67% – 1 – 0
NVPX
5048
Norwest Venture Partners XI
California
$102M – – 9.67% – 1 – 0
NIM
5049
NuWave Investment Management
New Jersey
$102M +$1.68M +2% 5.62% 26.4% 430 1.86% 2.2
CPSC
5050
Carl P. Sherr & Co
Massachusetts
$102M – – 7.41% 68.8% 108 – 0