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
4501
Lipe & Dalton
New York
$195M +$2.3M +1% 107
TA
4502
Trellis Advisors
Washington
$195M +$2.07M +1% 81
GWM
4503
GSB Wealth Management
Connecticut
$195M -$126M -39% 225
OFS
4504
Oldfather Financial Services
Nebraska
$195M +$11.7M +6% 64
HLAM
4505
Hidden Lake Asset Management
New York
$194M -$71.9M -27% 31
GFPC
4506
Global Financial Private Client
Florida
$194M +$15.4M +9% 612
LAS
4507
Lloyd Advisory Services
Georgia
$194M -$3.53M -2% 430
DM
4508
Diker Management
New York
$194M -$33.4M -15% 40
CG
4509
Castellan Group
Kentucky
$194M -$44.2M -19% 93
BIMC
4510
Benson Investment Management Company
Virginia
$194M -$2.19M -1% 73
BSA
4511
Bull Street Advisors
Georgia
$194M +$6.7M +4% 95
MWVC
4512
Morgens Waterfall Vintiadis & Co
New York
$194M -$1.74M -0.9% 39
OWP
4513
Old Well Partners
North Carolina
$194M -$26.6M -12% 52
HBCM
4514
Heron Bay Capital Management
Michigan
$194M +$12.9M +7% 76
3F
4515
360 Financial
Minnesota
$194M +$1.22M +0.6% 98
RCA
4516
Rex Capital Advisors
Rhode Island
$194M -$13.4M -6% 22
XSC
4517
X-Square Capital
Puerto Rico
$193M -$17.2M -8% 158
MFGM
4518
Marshall Financial Group (Maryland)
Maryland
$193M +$8.25M +4% 180
DFA
4519
DHJJ Financial Advisors
Illinois
$193M +$3.89M +2% 127
CAM
4520
Centre Asset Management
New York
$193M +$328K +0.2% 72
HFA
4521
Harbert Fund Advisors
Alabama
$193M +$13.9M +8% 42
VAM
4522
Velanne Asset Management
United Kingdom
$193M -$95.4M -33% 20
IIM
4523
Ironwood Investment Management
Massachusetts
$193M -$5.14M -3% 175
ACM
4524
ACT Capital Management
Pennsylvania
$193M -$1.65M -0.8% 141
CIM
4525
Chapman Investment Management
California
$193M +$12.5M +7% 45