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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
LBC
5201
Lawrence B. Cohen
$140M -$28.4M -17% 16.7% 41.8% 65 7.69%
SWM
5202
Soundmark Wealth Management
Washington
$140M -$2.42M -2% 12.9% 17.2% 65 20%
SFP
5203
Sandbox Financial Partners
Maryland
$140M -$34.6M -20% 16.9% 69.6% 100 18%
LR
5204
Library Research
Hong Kong
$140M +$16.4M +13% 20.5% 22.4% 5 0%
MIC
5205
Maxi Investments CY
Cyprus
$140M -$30M -18% 8.44% 67.1% 65 30.77%
NC
5206
Naman Capital
Brazil
$140M -$13.4M -9% 11.2% 89.9% 17 0%
ACM
5207
Aisling Capital Management
New York
$140M -$45.1M -24% 3.25% 793% 21 9.52%
BCM
5208
Birch Capital Management
Texas
$140M -$22.5M -14% 12.3% 48.4% 104 20.19%
PWA
5209
PCG Wealth Advisors
Kansas
$140M -$17.3M -11% 13.9% 87% 97 20.62%
EPIM
5210
Equinox Partners Investment Management
Connecticut
$140M -$36.2M -21% 26.3% 241% 12 0%
WCM
5211
WestBridge Capital Management
Mauritius
$140M -$69.1M -33% 8.64% 33.3% 3 33.33%
AWA
5212
ARQ Wealth Advisors
Arizona
$140M -$8.79M -6% 14.4% 53.3% 52 9.62%
SVG
5213
Sun Valley Gold
Idaho
$140M -$52.9M -27% 26.4% 160% 11 18.18%
LW
5214
Libra Wealth
California
$140M -$34.9M -20% 12% 58.2% 55 63.64%
CAM
5215
Chou Associates Management
Ontario, Canada
$140M -$48.4M -26% 16.4% 66.4% 21 23.81%
GIM
5216
Greenwich Investment Management
Connecticut
$140M -$27.2M -16% 13.4% 69 24.64%
TF
5217
Theory Financial
Colorado
$139M -$11.6M -8% 10.9% 54.5% 70 32.86%
SWP
5218
ShoreHaven Wealth Partners
New Jersey
$139M -$50.2M -26% 13.7% 63.8% 90 50%
GWCM
5219
Godshalk Welsh Capital Management
Pennsylvania
$139M -$23.5M -14% 11.5% 61.1% 117 3.42%
DP
5220
Divergent Planning
Maryland
$139M -$17.1M -11% 12.9% 43.3% 23 30.43%
RCAP
5221
Resolute Capital Asset Partners
Colorado
$139M -$17.4M -11% 10.5% 657% 56 64.29%
RCM
5222
Rain Capital Management
Oregon
$139M +$25.2M +22% 7.44% 18.2% 62 27.42%
EVC
5223
Eidelman Virant Capital
Missouri
$139M -$46.7M -25% 16.4% 46.2% 214 26.17%
IWN
5224
Independent Wealth Network
Iowa
$139M -$18.6M -12% 11.4% 75.1% 218 22.48%
PWS
5225
Peterson Wealth Services
Utah
$139M -$23.9M -15% 15.4% 153% 93 15.05%