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
LD
3526
Lipe & Dalton
New York
$138M -$2.4M -2% 83
OHA
3527
Oak Hill Advisors
New York
$138M -$6.74M -5% 6
PA
3528
Parkside Advisors
California
$138M +$5.58M +4% 36
MCA
3529
Morris Capital Advisors
Pennsylvania
$138M -$5.99M -4% 81
YEPV
3530
Yorktown Energy Partners VII
New York
$138M -$6.57M -5% 3
ACM
3531
Axel Capital Management
New York
$138M +$11.5M +9% 17
HCIA
3532
Hochman Cole Investment Advisors
Illinois
$138M -$375K -0.3% 92
HM
3533
HCSF Management
California
$138M -$2.09M -1% 11
MPA
3534
Marvin & Palmer Associates
Delaware
$138M +$20.4M +17% 37
AIM
3535
Act II Management
New York
$138M -$752K -0.5% 24
VVM
3536
Versant Venture Management
California
$138M +$34.8M +34% 9
BCM
3537
Breithorn Capital Management
New York
$137M -$6M -4% 49
HWP
3538
Hefty Wealth Partners
Indiana
$137M +$18.1M +15% 275
CCM
3539
Concourse Capital Management
Georgia
$137M +$22.9M +20% 56
MCP
3540
Mirador Capital Partners
California
$137M +$12.7M +10% 151
AF
3541
Aristotle Fund
Maine
$137M +$8.74M +7% 11
SFS
3542
Summit Financial Strategies
Ohio
$137M -$9.63M -7% 47
MCM
3543
Mengis Capital Management
Oregon
$137M +$10.8M +9% 128
CIAS
3544
Capital Investment Advisory Services
North Carolina
$136M +$21M +18% 155
KAM
3545
Kavi Asset Management
New York
$136M +$11.7M +9% 45
BAM
3546
Boyar Asset Management
New York
$136M +$36M +36% 69
FCCM
3547
First City Capital Management
Georgia
$136M +$2.6M +2% 144
LRIC
3548
Long Road Investment Counsel
Michigan
$136M +$5.64M +4% 70
PC
3549
PhiloSmith Capital
Connecticut
$136M +$8.1M +6% 45
BPI
3550
Battery Partners IX
Massachusetts
$136M -$27.4M -17% 4