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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
FIA
6451
FPC Investment Advisory
California
$167M +$6.67M +4% 4.98% 28 0%
DAM
6452
Draper Asset Management
New York
$167M +$13.6M +9% 17.6% 173% 45 33.33%
GF
6453
Gimbal Financial
Indiana
$167M +$3.76M +2% 8.6% 58 24.14%
GWM
6454
Greenhouse Wealth Management
Connecticut
$167M +$11.3M +7% 8.85% 65.7% 61 6.56%
SIM
6455
Sterling Investment Management
Arizona
$166M +$15.5M +10% 4.99% 44.1% 67 17.91%
LIA
6456
LSP Investment Advisors
New York
$166M +$27M +19% 0.09% 104% 22 9.09%
HIM
6457
Hanlon Investment Management
New Jersey
$166M +$26.9M +19% 7.9% 57.5% 212 34.43%
PP
6458
Praetorian PR
Puerto Rico
$166M +$58.3M +54% 8.2% 107% 20 75%
WC
6459
Wynnefield Capital
New York
$166M -$3.15M -2% 5.72% 110% 16 6.25%
EFIC
6460
Eliot Finkel Investment Counsel
California
$166M +$11.1M +7% 9.68% 55.2% 33 3.03%
BIO
6461
Blue Investment Opportunities
Florida
$166M -$21.6M -12% 11.5% 1 0%
RM
6462
Redpoint Management
California
$166M -$3.38M -2% 1.45% 0.66% 5 0%
TIM
6463
Thor Investment Management
Ohio
$166M +$18.8M +13% 21.3% 48 10.42%
WCM
6464
Warburton Capital Management
Oklahoma
$166M -$2.6M -2% 8.47% 63 7.94%
TIM
6465
Tevis Investment Management
Texas
$166M +$9.98M +6% 7.23% 54.1% 109 7.34%
NA
6466
NVP Associates
California
$166M -$18.1M -10% 51.5% 867% 7 28.57%
ALWM
6467
Andrews Lucia Wealth Management
California
$166M +$12.1M +8% 7.17% 59.7% 32 12.5%
AC
6468
Avory & Company
Florida
$166M +$1.99M +1% 2.42% 61.6% 35 17.14%
ASG
6469
Ariston Services Group
California
$166M +$25.3M +18% 12.6% 75 10.67%
KFS
6470
Keynote Financial Services
Connecticut
$166M +$17.1M +11% 10.8% 166 4.22%
TAM
6471
Tabor Asset Management
New York
$166M +$19.3M +13% 18.2% 199% 55 54.55%
TPBG
6472
Turning Point Benefit Group
Maryland
$166M +$33.7M +26% 7.21% 758 89.71%
KWA
6473
Kellett Wealth Advisors
Ohio
$166M +$12.4M +8% 7.01% 68.1% 79 13.92%
IAIM
6474
Industrial Alliance Investment Management
Quebec, Canada
$166M +$17M +11% 8.02% 81.5% 6 0%
MCA
6475
Martin Capital Advisors
Texas
$166M +$11.9M +8% 10.1% 117% 74 5.41%