We are live on ! Find out more

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
KFS
1926
Kurt F. Somerville
$438M +$232K +0.1% 3.17% 92.9% 126 12.7%
AGM
1927
Alpine Global Management
New York
$438M +$126M +40% 5.55% 149% 237 81.86%
1IA
1928
1834 Investment Advisors
Wisconsin
$438M +$12M +3% 1.36% 61.8% 187 14.44%
ECM
1929
Evergreen Capital Management
Washington
$436M +$18.7M +4% 1.48% 77.2% 95 14.74%
HEC
1930
Hudson Executive Capital
New York
$434M +$117M +37% 14.9% 127% 12 41.67%
BCM
1931
BTC Capital Management
Iowa
$434M +$6.4M +1% 0.13% 179 15.08%
CCT
1932
Chemung Canal Trust
New York
$434M +$149K +0% 2.84% 80.9% 133 14.29%
IGM
1933
Incline Global Management
New York
$433M -$54.6M -11% 2.22% 40.1% 27 33.33%
BRWA
1934
B. Riley Wealth Advisors
Florida
$432M -$61.5M -12% 2.71% 105% 647 26.12%
NM
1935
Newtyn Management
New York
$432M +$37.2M +9% 5.3% 52% 20 35%
MC
1936
Middleton & Co
Massachusetts
$431M -$16.9M -4% 0.53% 69.7% 162 6.79%
SFS
1937
Strategic Financial Services
New York
$430M +$49.4M +13% 2.38% 58.7% 98 7.14%
BCM
1938
BTR Capital Management
California
$430M -$9.8M -2% 1.5% 35% 173 11.56%
MSV
1939
MN Services Vermogensbeheer
Netherlands
$430M 2% 136% 672
PHS
1940
Pekin Hardy Strauss
Illinois
$430M -$10.2M -2% 6.82% 102% 175 12%
MCTIC
1941
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$430M -$15.9M -4% 0.29% 38.8% 93 7.53%
MAM
1942
Mastrapasqua Asset Management
Tennessee
$428M +$21.1M +5% 1.24% 54.9% 153 17.65%
EK
1943
Evensky & Katz
Florida
$428M +$10.3M +2% 1.5% 57.1% 50 4%
ERIM
1944
Eagle Ridge Investment Management
Connecticut
$427M +$10M +2% 3.31% 28.2% 136 22.06%
BI
1945
Bulldog Investors
New Jersey
$427M -$47.4M -10% 0.17% 22.5% 115 42.61%
ZBI
1946
Ziff Brothers Investments
New York
$427M +$66.2M +18% 4.86% 22 59.09%
RMCP
1947
Red Mountain Capital Partners
California
$427M +$46.5M +12% 22.5% 37.4% 8 0%
GWM
1948
Gupta Wealth Management
California
$427M +$33.4M +8% 2.68% 1,384 25.87%
AIP
1949
ARS Investment Partners
New York
$427M +$804K +0.2% 2.18% 260% 93 16.13%
JGUA
1950
John G. Ullman & Associates
New York
$426M -$26.3M -6% 5.31% 156% 120 16.67%