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
LWM
2651
Lenox Wealth Management
Ohio
$357M +$13M +4% 782
BC
2652
Burleson & Co
California
$356M +$69.8M +24% 120
PCM
2653
PenderFund Capital Management
British Columbia, Canada
$356M +$59.1M +20% 69
VFM
2654
Viking Fund Management
North Dakota
$356M +$6.06M +2% 120
MTB
2655
Mizuho Trust & Banking
Japan
$356M +$140M +65% 22
HFA
2656
High Falls Advisors
New York
$356M +$32.9M +10% 103
TA
2657
Trivest Advisors
Hong Kong
$355M 9
TNA
2658
True North Advisors
Texas
$355M 121
CAM
2659
Cubic Asset Management
Massachusetts
$355M +$21.2M +6% 172
DCM
2660
Divisar Capital Management
California
$355M +$54.1M +18% 31
AIA
2661
Arbor Investment Advisors
North Carolina
$355M +$25.5M +8% 87
PIM
2662
Parker Investment Management
California
$355M +$20.9M +6% 41
SVWAG
2663
Sound View Wealth Advisors Group
Georgia
$354M +$18.8M +6% 247
ADL
2664
Asset Dedication LLC
California
$354M +$53.2M +18% 839
BMM
2665
Buffington Mohr McNeal
Idaho
$354M +$27M +8% 116
BCM
2666
Buckhead Capital Management
Georgia
$354M +$4.37M +1% 87
PFA
2667
Pathway Financial Advisors
Vermont
$353M +$3.58M +1% 129
SCP
2668
Steamboat Capital Partners
New York
$353M +$29M +9% 35
SRCM
2669
Sage Rock Capital Management
New York
$353M 96
FC
2670
Forte Capital
New York
$353M +$29.4M +9% 94
GLA
2671
Good Life Advisors
Pennsylvania
$353M +$29.4M +9% 273
LGM
2672
Logos Global Management
California
$353M 38
WIC
2673
Wilkins Investment Counsel
Massachusetts
$352M +$19.4M +6% 75
DPRC
2674
Deer Park Road Corp
Colorado
$352M +$11.6M +3% 37
TP
2675
Toronado Partners
California
$352M +$59.7M +20% 13