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
LK
3426
Lumbard & Kellner
New Hampshire
$175M -$20.1M -10% 89
WLIM
3427
White Lighthouse Investment Management
Massachusetts
$174M +$278K +0.2% 122
SFG
3428
SevenBridge Financial Group
Pennsylvania
$174M -$6.53M -4% 658
AGAM
3429
Avalon Global Asset Management
California
$174M +$19.7M +13% 54
TSWM
3430
Triangle Securities Wealth Management
North Carolina
$174M -$1.05M -0.6% 137
TAS
3431
TIFF Advisory Services
Pennsylvania
$174M +$81.9M +89% 11
DPI
3432
Diversified Portfolios Inc
Michigan
$174M -$9.12M -5% 55
AHC
3433
Anderson Hoagland & Co
Missouri
$174M +$3.82M +2% 104
WCG
3434
Wall Capital Group
Arizona
$174M +$15.9M +10% 51
CCM
3435
Canal Capital Management
Virginia
$174M -$7.57M -4% 136
ECM
3436
Engine Capital Management
New York
$173M -$10.1M -6% 48
NFAM
3437
North Fourth Asset Management
New Jersey
$173M +$37.1M +27% 92
BCP
3438
Berkeley Capital Partners
Georgia
$173M +$21.3M +14% 128
PFP
3439
Patriot Financial Partners
Pennsylvania
$173M -$21.4M -11% 9
BWL
3440
Bogart Wealth LLC
Virginia
$173M +$17M +11% 372
UIA
3441
UG Investment Advisers
Taiwan
$173M -$16.5M -9% 8
IWA
3442
Intercontinental Wealth Advisors
Texas
$173M -$5.79M -3% 159
WAS
3443
WESPAC Advisors SoCal
California
$173M -$2.7M -2% 314
FCAG
3444
First Capital Advisors Group
New Jersey
$173M +$14.1M +9% 901
AF
3445
AMG Funds
Connecticut
$173M -$13M -7% 116
KAM
3446
Kassirer Asset Management
Ontario, Canada
$173M +$75.3M +77% 105
WAAG
3447
Wealth Alliance Advisory Group
Kansas
$172M +$60.4M +54% 127
TWA
3448
Tillar-Wenstrup Advisors
Ohio
$172M +$43.4M +34% 62
USG2
3449
Union Square GP 2008
New York
$172M +$54.2M +46% 1
OWIM
3450
Old West Investment Management
California
$172M -$4.1M -2% 86