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
NGA
2526
New Generation Advisors
Massachusetts
$241M -$5.08M -2% 47
WPW
2527
Waldron Private Wealth
Pennsylvania
$241M +$30.1M +14% 139
LWA
2528
Lenox Wealth Advisors
New York
$240M +$14.2M +6% 367
MCP
2529
Moab Capital Partners
New York
$240M -$4.79M -2% 45
HS
2530
Huntington Steele
Pennsylvania
$240M +$3.11M +1% 70
HF
2531
Hoxton Financial
West Virginia
$240M +$11.4M +5% 393
WCM
2532
Washington Capital Management
Washington
$240M -$13.6M -5% 179
SCA
2533
Secor Capital Advisors
New York
$239M +$63.2M +36% 544
ECM
2534
Exchange Capital Management
Michigan
$239M +$9.6M +4% 413
NCM
2535
Noesis Capital Mangement
Florida
$239M +$8.75M +4% 106
LI
2536
Lafayette Investments
Maryland
$239M +$15.8M +7% 67
WAM
2537
Weatherly Asset Management
California
$238M +$6.09M +3% 161
IGM
2538
Incline Global Management
New York
$238M +$12.6M +6% 26
GGPS
2539
Gary Goldberg Planning Services
New York
$238M -$2.4M -1% 523
WC
2540
Wynnefield Capital
New York
$238M +$21.3M +10% 27
GMA
2541
Goldstein Munger & Associates
California
$237M -$4.75M -2% 33
RHI
2542
Richmond Hill Investments
New York
$237M +$41.5M +21% 13
UMA
2543
USA Mutuals Advisors
Texas
$237M -$9.78M -4% 55
CFG
2544
CKW Financial Group
Hawaii
$237M +$8.47M +4% 390
CIPU
2545
Caledonia Investments plc (UK)
United Kingdom
$237M +$5.42M +2% 13
WPP
2546
Whalerock Point Partners
Rhode Island
$237M +$15.1M +7% 157
FIM
2547
Fruth Investment Management
Texas
$236M +$9.2M +4% 245
CPIG
2548
Chicago Partners Investment Group
Illinois
$236M 523
AFIA
2549
America First Investment Advisors
Nebraska
$236M +$13.8M +6% 174
BCB
2550
Brian C. Broderick
$236M +$11.3M +5% 119