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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
DI
5576
DRH Investments
California
$138M +$13.3M +11% 13.2% 56.4% 18 38.89%
BAM
5577
Bayshore Asset Management
Florida
$138M 6.96% 62.3% 21
MSA
5578
Mason Street Advisors
Wisconsin
$138M +$3.53M +3% 1.12% 28.3% 9 0%
LFGH
5579
Lee Financial Group Hawaii
Hawaii
$138M +$1.6M +1% 4.98% 12.9% 39 15.38%
4CM
5580
400 Capital Management
New York
$137M 2.05% 10
TI
5581
TRG Investments
Virginia
$137M -$33.8M -20% 19.8% 70.5% 1 0%
WAM
5582
Werlinich Asset Management
Connecticut
$137M +$13.6M +11% 14.9% 215% 60 11.67%
AF
5583
Ardian France
France
$137M 21.9% 1
FMC
5584
Financial Management Concepts
Florida
$137M +$11.8M +9% 4.29% 32 25%
DFS
5585
Dixon Fnancial Services
California
$137M 5.07% 70% 26
AIA
5586
Acute Investment Advisory
Arizona
$137M 4.94% 1.68% 52
EC
5587
Exelon Corporation
Illinois
$137M 1.19% 9
CPP
5588
Capasso Planning Partners
South Carolina
$137M 5.68% 44.1% 83
KC
5589
Kenfarb & Co
Kentucky
$137M 13.9% 170
MCM
5590
Masterton Capital Management
New York
$137M -$22.4M -14% 8.72% 3.52% 28 53.57%
FPW
5591
Flagship Private Wealth
Massachusetts
$137M +$11.7M +9% 8.25% 50.5% 79 12.66%
SWM
5592
Salvus Wealth Management
New Jersey
$137M +$14.3M +12% 11.6% 104% 106 7.55%
DAM
5593
Diamant Asset Management
Connecticut
$137M +$15.9M +13% 13.8% 63.6% 71 7.04%
MA
5594
MAS Advisors
Florida
$137M 6.11% 47.9% 99
FCFC
5595
First Citizens Financial Corp
Iowa
$137M +$11.5M +9% 7.51% 68.1% 106 6.6%
MWM
5596
Moulton Wealth Management
Washington
$137M +$2.77M +2% 5.87% 47.1% 33 27.27%
JIM
5597
JCP Investment Management
Texas
$137M 1.95% 64.9% 22
MIM
5598
Meros Investment Management
Texas
$137M 8.95% 52.4% 39
FMI
5599
F/M Investments
District of Columbia
$137M -$3.13M -2% 18.6% 100% 108 54.63%
DP
5600
Divergent Planning
Maryland
$137M +$13M +10% 6.76% 43.3% 18 11.11%