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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
BWLSA
5051
Blue Water Life Science Advisors
California
$149M -$98.9M -40% 0.91% 243% 11 45.45%
GCM
5052
GoodHaven Capital Management
New Jersey
$149M +$10.5M +8% 9.91% 87.7% 29 6.9%
CI
5053
Cordant Inc
Oregon
$148M +$11.5M +8% 6.43% 47% 78 15.38%
SAM
5054
Sequent Asset Management
Texas
$148M +$15.2M +11% 9.41% 51.3% 76 19.74%
CF
5055
Concorde Financial
Texas
$148M +$318 +0% 13.9% 85.6% 58 0%
GA
5056
Gagnon Advisors
New York
$148M -$6.27M -4% 13.5% 78.2% 32 9.38%
LIM
5057
Lagoda Investment Management
New York
$148M +$7.5M +5% 21.4% 193% 41 9.76%
CAMV
5058
Concord Asset Management (Virginia)
Virginia
$148M +$18.8M +15% 6.21% 64.7% 67 46.27%
KCFA
5059
Key Client Fiduciary Advisors
New Jersey
$148M +$37.6M +34% 8.13% 95.1% 162 33.95%
AWA
5060
Alta Wealth Advisors
Massachusetts
$148M +$8.27M +6% 6.56% 87.6% 151 16.56%
WC
5061
Westhampton Capital
North Carolina
$148M +$15.3M +11% 11.7% 95.6% 118 11.02%
YC
5062
Yunqi Capital
Hong Kong
$148M +$56.7M +62% 44.1% 10.8% 7 57.14%
DA
5063
DCF Advisers
Connecticut
$148M -$6.81M -4% 8.21% 156% 85 34.12%
EA
5064
Eudaimonia Advisors
Tennessee
$148M +$2.82M +2% 9.48% 159 10.06%
MG
5065
Meditor Group
Bermuda
$148M -$2.43M -2% 0.75% 41.1% 4 0%
CWM
5066
Capital Wealth Management
Rhode Island
$148M +$18.8M +15% 5.89% 46.7% 54 31.48%
NICM
5067
Neo Ivy Capital Management
New York
$148M +$110M +289% 7.23% 582 80.93%
SST
5068
S Squared Technology
New York
$148M +$11.1M +8% 13.4% 138% 35 17.14%
PFA
5069
Professional Financial Advisors
Nebraska
$148M -$14.4M -9% 8.22% 52.8% 515 87.18%
W
5070
WorthPointe
California
$148M +$28.6M +24% 9.44% 51% 53 26.42%
QAM
5071
Q3 Asset Management
Michigan
$148M +$10.3M +7% 9.61% 96.4% 68 70.59%
HPC
5072
Hobart Private Capital
North Carolina
$148M +$8.45M +6% 5.92% 52.5% 37 18.92%
NC
5073
Nixon Capital
Texas
$148M -$157K -0.1% 8.58% 102% 25 44%
KSWA
5074
Kathleen S. Wright Associates
Pennsylvania
$148M +$24.3M +20% 8.48% 66% 213 14.55%
FCAG
5075
First Capital Advisors Group
New Jersey
$148M +$27.8M +23% 8.67% 252 22.22%