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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)
Lionshead Wealth Management
7301
Lionshead Wealth Management
New York
$126M +$17.7M +16% 7.4% – 104 11.54% 0.6
Seelaus Asset Management
7302
Seelaus Asset Management
New Jersey
$126M +$13M +11% 14.5% 134% 192 13.02% 3.4
CTA
7303
Camelot Technology Advisors
California
$126M +$8.61M +7% 6.37% 71% 59 16.95% 1.4
Guild Investment Management
7304
Guild Investment Management
California
$126M +$10.9M +9% 10.6% 101% 57 35.09% 1.9
PSquared Asset Management
7305
PSquared Asset Management
Switzerland
$126M -$329M -72% 12.1% 178% 14 78.57% 0.1
PlanWiser Financial
7306
PlanWiser Financial
Colorado
$126M +$8.67M +7% 5.79% – 49 12.24% 0.4
ADG Wealth Management Group
7307
ADG Wealth Management Group
Louisiana
$126M +$8.37M +7% 6.22% – 31 12.9% 0.5
Argus Investors Counsel
7308
Argus Investors Counsel
New York
$126M -$15.1M -11% 6.83% 132% 116 9.48% 5.4
Crowley Wealth Management
7309
Crowley Wealth Management
Delaware
$126M +$15.9M +14% 12.8% – 428 9.11% 0.7
FF
7310
Fox Financial
Pennsylvania
$126M +$7.4M +6% 7.85% 78.9% 13 7.69% 1.7
University of Pittsburgh
7311
University of Pittsburgh
Pennsylvania
$126M +$11.5M +10% 9.96% 69.2% 2 50% 1.4
Yorktown Management & Research Company
7312
Yorktown Management & Research Company
Virginia
$125M +$20.7M +20% 15.8% 211% 244 30.33% 1.5
Slocum, Gordon & Co
7313
Slocum, Gordon & Co
Rhode Island
$125M +$1.22M +1% 6.23% 65.3% 129 58.91% 2.1
Summit Financial Consulting
7314
Summit Financial Consulting
Michigan
$125M +$14M +13% 5.44% – 47 25.53% 0.4
Ascent Capital Management
7315
Ascent Capital Management
Oregon
$125M +$12.6M +11% 8.94% – 67 13.43% 0.6
Constant Guidance Financial
7316
Constant Guidance Financial
Massachusetts
$125M +$25.8M +26% 7.63% 79.6% 52 57.69% 0.8
Karani Asset Management
7317
Karani Asset Management
New York
$125M +$22M +21% 8.99% – 43 23.26% 2.3
Stephen J. Garry & Associates
7318
Stephen J. Garry & Associates
New York
$125M +$9.5M +8% 7.84% – 52 11.54% 1.3
Cook & Bynum Capital Management
7319
Cook & Bynum Capital Management
Alabama
$125M -$1.33M -1% 3.12% 46.8% 6 0% 6.9
Vanguard Capital Wealth Advisors
7320
Vanguard Capital Wealth Advisors
Colorado
$125M +$24.2M +24% 16.9% 234% 144 27.08% 2.9
HEC
7321
Hudson Executive Capital
New York
$125M -$10M -7% 3.15% 127% 3 33.33% 5.5
PCM
7322
Park Capital Management
Wisconsin
$125M +$17M +16% 13.8% – 89 33.71% 0.5
ClientFirst Wealth Management
7323
ClientFirst Wealth Management
Arkansas
$125M +$27.1M +28% 30.2% – 50 8% 2.4
Marathon Strategic Advisors
7324
Marathon Strategic Advisors
Pennsylvania
$125M +$17.3M +16% 8.31% 110% 50 20% 1
XXIP
7325
Xiamen Xinweidachuang Investment Partnership
China
$125M -$13.9M -10% 6.53% 66.6% 1 0% 3.8