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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 Holding
Period (Yrs)
Merrion Investment Management
6401
Merrion Investment Management
New Jersey
$174M +$20.1M +13% 14.2% 161% 108 6.48% 3
Fire Capital Management
6402
Fire Capital Management
California
$174M +$16.7M +11% 8.84% – 98 5.1% 0.7
Atlantic Investment Management
6403
Atlantic Investment Management
New York
$174M -$21.8M -11% 12.4% 28.8% 16 62.5% 0.6
Hudson Canyon Capital Management
6404
Hudson Canyon Capital Management
New York
$174M +$13.4M +8% 10.8% 160% 53 5.66% 3.1
Stephenson & Company
6405
Stephenson & Company
California
$174M +$9.5M +6% 5.04% 47% 44 6.82% 1.4
TCM
6406
Thoma Capital Management
Maryland
$174M +$17M +11% 6.74% – 60 5% 0.7
Nvest Financial
6407
Nvest Financial
New Hampshire
$174M -$18M -9% 8.44% 92.8% 128 21.88% 1.6
Horizon Family Wealth
6408
Horizon Family Wealth
Illinois
$174M +$10.1M +6% 6.39% 68.6% 81 9.88% 2.1
SAM
6409
Stenahm Asset Management
Guernsey
$174M -$55.5M -24% 13% – 27 33.33% 1.6
Ables Iannone Moore & Associates
6410
Ables Iannone Moore & Associates
Georgia
$174M +$13.1M +8% 11.4% 116% 58 5.17% 1.5
Hamilton Lane Advisors
6411
Hamilton Lane Advisors
Pennsylvania
$174M +$38.4M +28% 4.09% 167% 25 64% 1
Prospect Financial Services
6412
Prospect Financial Services
New York
$174M +$13.5M +8% 9.28% – 112 17.86% 1.2
Taylor Financial Group
6413
Taylor Financial Group
Virginia
$174M +$13.6M +8% 8.89% 79% 107 4.67% 1.5
Bastion Asset Management
6414
Bastion Asset Management
Canada
$174M -$39.8M -19% 7.37% – 85 80% 0.1
GCA
6415
Gallagher Capital Advisors
Texas
$174M +$49.9M +40% 7.21% – 73 24.66% 0.5
AFG Fiduciary Services
6416
AFG Fiduciary Services
Massachusetts
$174M +$17.2M +11% 5.65% 72.4% 98 18.37% 1.9
Virginia Wealth Management Group
6417
Virginia Wealth Management Group
Virginia
$174M +$9.07M +6% 3.66% 49.4% 55 10.91% 2.6
Straightline Group
6418
Straightline Group
Michigan
$174M +$13.2M +8% 2.93% – 14 14.29% 0.6
LAMC
6419
Longview Asset Management (California)
California
$173M +$13.9M +9% 3.96% – 143 13.99% 0.6
SeaTown Holdings
6420
SeaTown Holdings
Singapore
$173M +$3.59M +2% 9.08% 220% 22 36.36% 0.9
FSC Wealth Advisors
6421
FSC Wealth Advisors
New York
$173M +$14.8M +9% 6.13% 66.4% 77 10.39% 2.4
Lepercq De Neuflize Asset Management
6422
Lepercq De Neuflize Asset Management
New York
$173M +$21.7M +14% 6.44% – 13 53.85% 0.4
GatePass Capital
6423
GatePass Capital
Ohio
$173M +$22.4M +15% 9.32% – 159 29.56% 0.5
PVAMC
6424
PPS&V Asset Management Consultants
Michigan
$173M +$14.6M +9% 8.47% 80.7% 43 4.65% 2.2
Lowery Thomas LLC
6425
Lowery Thomas LLC
California
$173M +$17M +11% 7.85% 74.7% 55 3.64% 2.6