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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
ACM
2226
Aquilo Capital Management
California
$496M +$239M +93% 37.4% 6.84% 16 25%
OM
2227
Opaleye Management
Massachusetts
$495M +$118M +31% 75.1% 748% 60 46.67%
BA
2228
Bristlecone Advisors
Washington
$494M +$74.6M +18% 22.7% 103% 165 15.76%
AWMS
2229
Advocacy Wealth Management Services
Georgia
$494M +$42M +9% 9.97% 48.3% 144 25%
CIAS
2230
Capital Investment Advisory Services
North Carolina
$494M +$84.1M +21% 16.9% 69.3% 622 15.59%
PA
2231
Planning Alternatives
Michigan
$494M +$63M +15% 17.3% 69.6% 45 8.89%
OIM
2232
Opus Investment Management
Massachusetts
$493M +$19M +4% 15.6% 52.8% 93 5.38%
NIP
2233
Nicholas Investment Partners
California
$493M -$20.7M -4% 42.6% 397% 203 34.98%
WC
2234
Walthausen & Co
New York
$493M +$26M +6% 21.3% 63.3% 147 25.85%
MGWM
2235
Marks Group Wealth Management
Minnesota
$492M +$105M +27% 20.4% 62.8% 266 27.07%
CAM
2236
Cozad Asset Management
Illinois
$492M +$203M +70% 20.5% 132% 337 41.54%
VCAM
2237
Van Cleef Asset Management
Ohio
$492M +$84.4M +21% 23.6% 87.3% 114 14.04%
AI
2238
Accredited Investors
Minnesota
$491M +$66.4M +16% 21.2% 74% 142 15.49%
LFS
2239
Lutz Financial Services
Nebraska
$491M +$40.7M +9% 13% 35.3% 63 12.7%
LCG
2240
Lisanti Capital Growth
New York
$491M +$188M +62% 71.2% 1,490% 156 53.21%
RWA
2241
Ropes Wealth Advisors
Massachusetts
$490M +$94.8M +24% 41.1% 71% 632 22.94%
DWA
2242
Dorsey Wright & Associates
California
$490M +$226M +86% 30% 311% 392 56.12%
HCM
2243
Hodges Capital Management
Texas
$490M +$98.7M +25% 47.4% 200% 220 32.27%
PCP
2244
Proficio Capital Partners
Massachusetts
$490M +$91.3M +23% 22.5% 97% 196 27.55%
KPW
2245
Kore Private Wealth
New York
$490M +$71.5M +17% 28.9% 35.9% 1,338 24.44%
WC
2246
Whitney & Co
New York
$489M +$83.5M +21% 18.7% 93.2% 111 17.12%
HCM
2247
Huber Capital Management
California
$488M -$56.6M -10% 12.8% 70.4% 97 14.43%
LCM
2248
LVM Capital Management
Michigan
$488M +$82.1M +20% 19.3% 107% 112 12.5%
PIM
2249
Penobscot Investment Management
Massachusetts
$487M +$61.9M +15% 18% 103% 192 8.33%
AA
2250
Apriem Advisors
California
$487M +$74.1M +18% 20.1% 74.3% 125 12%