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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 Avg Time
Held (Qtrs)
LCM
6101
LCM Capital Management
Illinois
$230M +$30.7M +15% 19% 108% 132 18.94% 12.7
BC
6102
BDFS Capital
Delaware
$230M +$22.2M +11% 6.77% – 149 30.2% 1.7
ICMARC
6103
International City Management Association Retirement Corp
District of Columbia
$230M +$34.8M +18% 9.68% 42.9% 6 0% 10.5
MPCG
6104
Matrix Private Capital Group
New York
$230M +$22.5M +11% 9.57% 62.5% 148 8.11% 17.3
ACM
6105
Azarias Capital Management
Pennsylvania
$230M +$6.68M +3% 9.32% 93.1% 25 12% 10.2
IIA
6106
Integrity Investment Advisors
Colorado
$230M +$45.4M +25% 16.9% – 79 15.19% 3.5
LS
6107
LCW Services
Virginia
$230M +$28.4M +14% 11.7% – 40 2.5% 1.9
AIFS
6108
A&I Financial Services
Colorado
$230M +$18.5M +9% 11.4% – 86 25.58% 7.3
CP
6109
Catalys Pacific
Japan
$229M -$1.26M -0.5% 0.54% – 2 0% 10
HIA
6110
Highland Investment Advisors
Florida
$229M – – 9.85% – 734 – 0
AIM
6111
Alhambra Investment Management
Florida
$229M +$12.6M +6% 9.94% 61.5% 189 10.58% 15
CAIM
6112
Catherine Avery Investment Management
Florida
$229M +$5.55M +2% 15% – 173 41.04% 3.5
PRRFG
6113
Paul R. Ried Financial Group
Washington
$229M +$13.8M +6% 6.75% – 47 12.77% 4.3
SWIM
6114
Smallwood Wealth Investment Management
New Jersey
$229M +$39.1M +21% 12.7% 67.4% 551 9.07% 5.8
PPA
6115
Painted Porch Advisors
California
$229M +$19.3M +9% 9.76% – 81 24.69% 6.9
AAG
6116
Asset Advisory Group
New Jersey
$229M +$29.5M +15% 13.2% – 126 8.73% 1.8
TI
6117
tru Independence
Oregon
$229M +$26.5M +13% 11.3% 55.7% 110 9.09% 11.5
IAAG
6118
Innovative Asset Advisors Group
Connecticut
$229M +$55.4M +32% 29.4% – 1,099 79.34% 0.8
WCM
6119
Wildcat Capital Management
New York
$229M +$122M +115% 120% 126% 3 33.33% 12
DCC
6120
Dow Chemical Company
Michigan
$228M -$10.3M -4% 2.29% 29.4% 6 50% 10.3
SPFA
6121
Summit Place Financial Advisors
New Jersey
$228M +$20.1M +10% 11% 95.2% 116 13.79% 12.7
BIA
6122
Benchmark Investment Advisors
Illinois
$228M +$56M +33% 56.3% – 79 15.19% 11.6
MA
6123
Menlo Advisors
California
$228M +$5.34M +2% 8.2% 108% 33 18.18% 24.9
ACM
6124
Adalta Capital Management
New York
$228M +$18.7M +9% 16% 80.4% 108 14.81% 16.9
MHFA
6125
Mission Hills Financial Advisory
California
$228M +$32.3M +17% 7.52% – 89 39.33% 3