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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)
BAM
6601
Boyar Asset Management
New York
$153M +$14.9M +11% 12.2% 75.5% 82 9.76% 7.2
SIM
6602
SummerHaven Investment Management
Connecticut
$153M +$9.52M +7% 11.7% 126% 195 2.05% 1.8
PSIWM
6603
Paradigm Strategies in Wealth Management
Minnesota
$153M +$4.39M +3% 4.06% 41.2% 54 3.7% 2.5
MKW
6604
Mullaney, Keating & Wright
Connecticut
$153M +$4.29M +3% 2.05% – 61 6.56% 0.9
PAM
6605
Prodigy Asset Management
Nebraska
$153M +$28.9M +23% 5.64% – 24 8.33% 0.4
RB
6606
Richmond Brothers
Michigan
$153M -$5.51M -3% 7.51% 77.2% 33 15.15% 1.6
TWCA
6607
Two West Capital Advisors
Kansas
$153M +$32.9M +28% 7.33% – 95 21.05% 0.7
MA
6608
Minerva Advisors
Pennsylvania
$153M +$11.9M +8% 12.2% 166% 57 5.26% 7.8
HWA
6609
HMV Wealth Advisors
Louisiana
$153M +$26.5M +21% 8.65% – 90 23.33% 0.4
PWSG
6610
Pacific Wealth Strategies Group
California
$152M +$17.9M +13% 10.9% 75.5% 64 25% 3.6
LHCM
6611
Lloyd Harbor Capital Management
New York
$152M +$16M +12% 36.4% 144% 25 56% 0.6
RFO
6612
RiverGlades Family Offices
Florida
$152M +$13.5M +10% 7.55% – 90 13.33% 4.1
AWP
6613
Axis Wealth Partners
Rhode Island
$152M +$16.9M +12% 6.56% – 152 11.18% 0.4
LBC
6614
Leigh Baldwin & Co
New York
$152M +$27.8M +22% 11.9% – 192 17.19% 0.4
FS
6615
Financially Speaking
Colorado
$152M +$16.4M +12% 7.54% – 180 65.56% 0.2
SA
6616
Stonebridge Advisors
Connecticut
$152M +$5.96M +4% 1.59% 3.35% 4 25% 2.6
DF
6617
Define Financial
California
$152M +$20.5M +16% 7.58% – 37 10.81% 0.4
GPA
6618
Guerra Pan Advisors
New Jersey
$152M +$24.2M +19% 19.2% 135% 117 14.53% 2.5
JF
6619
Jericho Financial
Ohio
$152M +$14M +10% 15.6% – 41 0% 0.5
ICM
6620
Infini Capital Management
Hong Kong
$152M +$52.1M +52% 7.09% – 25 56% 0.3
PCM
6621
Palouse Capital Management
Washington
$152M +$5.07M +3% 3.92% 67.8% 146 19.18% 2.4
LDNAM
6622
Lepercq De Neuflize Asset Management
New York
$152M +$48.3M +47% 10.1% – 16 50% 0.4
SAM
6623
Sectoral Asset Management
Quebec, Canada
$151M +$23M +18% 3.78% 168% 109 36.7% 2.3
E3F
6624
Eight 31 Financial
Texas
$151M -$4.74M -3% 0.92% – 69 13.04% 1
ECM
6625
English Capital Management
Michigan
$151M +$17.3M +13% 11.6% – 36 19.44% 1.2