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
SFPM
3251
Sensible Financial Planning & Management
Massachusetts
$137M +$5.65M +4% 88
LCM
3252
Lucas Capital Management
New Jersey
$137M -$18.7M -12% 125
NFG
3253
NewFocus Financial Group
Washington
$137M -$7.1M -5% 68
SFS
3254
Summit Financial Strategies
Ohio
$137M +$8.1M +6% 49
LK
3255
Lumbard & Kellner
New Hampshire
$136M +$542K +0.4% 90
WCM
3256
Washington Capital Management
Washington
$136M -$24.6M -15% 139
SHJ
3257
Sharkey, Howes & Javer
Colorado
$136M -$7.1M -5% 273
EGA
3258
Emerging Global Advisors
New York
$136M +$7.97M +6% 17
BRF
3259
B. Riley Financial
California
$136M +$5.14M +4% 153
AGC
3260
Alden Global Capital
Florida
$136M -$61.7M -31% 36
ADL
3261
Asset Dedication LLC
California
$136M -$16.4M -11% 792
MBA
3262
McQueen Ball & Associates
Pennsylvania
$136M +$25.3M +23% 110
AIA
3263
AGF Investments America
Ontario, Canada
$136M -$1.42M -1% 40
WAS
3264
WESPAC Advisors SoCal
California
$136M -$15.8M -10% 343
CW
3265
Cabot-Wellington
Massachusetts
$136M -$11.5M -8% 28
CCM
3266
Crossvault Capital Management
Texas
$136M -$5.08M -4% 72
WCWM
3267
Wooster Corthell Wealth Management
Connecticut
$136M -$3.39M -2% 23
PO
3268
Private Ocean
California
$135M -$1.31M -1% 182
RHFI
3269
Reilly Herbert Faulkner III
$135M +$16.3M +14% 44
VWM
3270
Vector Wealth Management
Minnesota
$135M +$6.75M +5% 82
HKIM
3271
Hayek Kallen Investment Management
Alabama
$135M +$4.36M +3% 59
KRC
3272
Kingdom Ridge Capital
New York
$135M -$19.7M -13% 21
TAM
3273
Target Asset Management
Singapore
$135M 4
MCM
3274
McMillion Capital Management
North Carolina
$135M +$1.25M +0.9% 56
ATC
3275
Adirondack Trust Company
New York
$135M +$8.4M +7% 384