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
SIAP
3526
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$139M +$14.3M +11% 354
SCM
3527
Sitrin Capital Management
California
$139M +$9.87M +8% 38
LWM
3528
Lenox Wealth Management
Ohio
$139M +$7.54M +6% 248
HIH
3529
HRS Investment Holdings
New York
$139M +$15.2M +12% 96
IF
3530
IRON Financial
Illinois
$139M -$7.66M -5% 98
KSCM
3531
Kamunting Street Capital Management
Florida
$139M +$16.6M +14% 26
UIA
3532
UG Investment Advisers
Taiwan
$139M +$10.2M +8% 7
KC
3533
Kingfisher Capital
North Carolina
$139M +$5.99M +5% 124
RJA
3534
Robshaw & Julian Associates
New York
$139M +$3.27M +2% 46
SA
3535
Sicart Associates
New York
$138M -$6.49M -4% 111
CAAS
3536
Capital Asset Advisory Services
Michigan
$138M +$20.6M +17% 101
LD
3537
Lipe & Dalton
New York
$138M -$2.4M -2% 83
OHA
3538
Oak Hill Advisors
New York
$138M -$6.74M -5% 6
PA
3539
Parkside Advisors
California
$138M +$5.58M +4% 36
MCA
3540
Morris Capital Advisors
Pennsylvania
$138M -$5.99M -4% 81
YEPV
3541
Yorktown Energy Partners VII
New York
$138M -$6.57M -5% 3
ACM
3542
Axel Capital Management
New York
$138M +$11.5M +9% 17
HCIA
3543
Hochman Cole Investment Advisors
Illinois
$138M -$375K -0.3% 92
HM
3544
HCSF Management
California
$138M -$2.09M -1% 11
MPA
3545
Marvin & Palmer Associates
Delaware
$138M +$20.4M +17% 37
AIM
3546
Act II Management
New York
$138M -$752K -0.5% 24
VVM
3547
Versant Venture Management
California
$138M +$34.8M +34% 9
BCM
3548
Breithorn Capital Management
New York
$137M -$6M -4% 49
HWP
3549
Hefty Wealth Partners
Indiana
$137M +$18.1M +15% 275
CCM
3550
Concourse Capital Management
Georgia
$137M +$22.9M +20% 56