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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
DF
6526
Define Financial
California
$167M +$14.9M +10% 7.21% 41 12.2%
FIA
6527
FPC Investment Advisory
California
$167M +$6.67M +4% 4.98% 28 0%
DAM
6528
Draper Asset Management
New York
$167M +$13.6M +9% 17.6% 153% 45 33.33%
GF
6529
Gimbal Financial
Indiana
$167M +$3.76M +2% 8.6% 58 24.14%
GWM
6530
Greenhouse Wealth Management
Connecticut
$167M +$11.3M +7% 8.85% 78.8% 61 6.56%
SIM
6531
Sterling Investment Management
Arizona
$166M +$15.5M +10% 4.99% 44.1% 67 17.91%
LIA
6532
LSP Investment Advisors
New York
$166M +$27M +19% 0.09% 79.5% 22 9.09%
HIM
6533
Hanlon Investment Management
New Jersey
$166M +$26.9M +19% 7.9% 80.6% 212 34.43%
PP
6534
Praetorian PR
Puerto Rico
$166M +$58.3M +54% 8.2% 80.3% 20 75%
WC
6535
Wynnefield Capital
New York
$166M -$3.15M -2% 5.72% 52.1% 16 6.25%
EFIC
6536
Eliot Finkel Investment Counsel
California
$166M +$11.1M +7% 9.68% 88.9% 33 3.03%
BIO
6537
Blue Investment Opportunities
Florida
$166M -$21.6M -12% 11.5% 1 0%
RM
6538
Redpoint Management
California
$166M -$3.38M -2% 1.45% 20.6% 5 0%
TIM
6539
Thor Investment Management
Ohio
$166M +$18.8M +13% 21.3% 48 10.42%
WCM
6540
Warburton Capital Management
Oklahoma
$166M -$2.6M -2% 8.47% 63 7.94%
TIM
6541
Tevis Investment Management
Texas
$166M +$9.98M +6% 7.23% 58.7% 109 7.34%
NA
6542
NVP Associates
California
$166M -$18.1M -10% 51.5% 953% 7 28.57%
ALWM
6543
Andrews Lucia Wealth Management
California
$166M +$12.1M +8% 7.17% 59.7% 32 12.5%
AC
6544
Avory & Company
Florida
$166M +$1.99M +1% 2.42% 61.6% 35 17.14%
ASG
6545
Ariston Services Group
California
$166M +$25.3M +18% 12.6% 75 10.67%
KFS
6546
Keynote Financial Services
Connecticut
$166M +$17.1M +11% 10.8% 166 4.22%
TAM
6547
Tabor Asset Management
New York
$166M +$19.3M +13% 18.2% 215% 55 54.55%
TPBG
6548
Turning Point Benefit Group
Maryland
$166M +$33.7M +26% 7.21% 758 89.71%
KWA
6549
Kellett Wealth Advisors
Ohio
$166M +$12.4M +8% 7.01% 68.1% 79 13.92%
IAIM
6550
Industrial Alliance Investment Management
Quebec, Canada
$166M +$17M +11% 8.02% 81.5% 6 0%