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
11A
2126
10-15 Associates
New York
$496M +$66.8M +16% 101
OM
2127
Opaleye Management
Massachusetts
$495M +$118M +31% 59
BA
2128
Bristlecone Advisors
Washington
$494M +$74.6M +18% 165
AWMS
2129
Advocacy Wealth Management Services
Georgia
$494M +$42M +9% 144
CIAS
2130
Capital Investment Advisory Services
North Carolina
$494M +$84.1M +21% 622
PA
2131
Planning Alternatives
Michigan
$494M +$63M +15% 45
OIM
2132
Opus Investment Management
Massachusetts
$493M +$19M +4% 93
WC
2133
Walthausen & Co
New York
$493M +$26M +6% 147
MGWM
2134
Marks Group Wealth Management
Minnesota
$492M +$105M +27% 266
CAM
2135
Cozad Asset Management
Illinois
$492M +$203M +70% 337
VCAM
2136
Van Cleef Asset Management
Ohio
$492M +$84.4M +21% 114
AI
2137
Accredited Investors
Minnesota
$491M +$66.4M +16% 142
LFS
2138
Lutz Financial Services
Nebraska
$491M +$40.7M +9% 63
LCG
2139
Lisanti Capital Growth
New York
$491M +$188M +62% 156
RWA
2140
Ropes Wealth Advisors
Massachusetts
$490M +$94.8M +24% 632
DWA
2141
Dorsey Wright & Associates
California
$490M +$226M +86% 392
CM
2142
Caption Management
Oklahoma
$490M +$183M +60% 748
HCM
2143
Hodges Capital Management
Texas
$490M +$98.7M +25% 220
PCP
2144
Proficio Capital Partners
Massachusetts
$490M +$91.3M +23% 196
KPW
2145
Kore Private Wealth
New York
$490M +$71.5M +17% 1,338
UM
2146
Ulysses Management
New York
$489M +$142M +41% 46
WC
2147
Whitney & Co
New York
$489M +$83.5M +21% 111
HCM
2148
Huber Capital Management
California
$488M -$56.6M -10% 97
LCM
2149
LVM Capital Management
Michigan
$488M +$82.1M +20% 112
PIM
2150
Penobscot Investment Management
Massachusetts
$487M +$61.9M +15% 192