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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
CA
2626
Calton & Associates
Florida
$272M -$67.9M -20% 11.3% 55.3% 314 37.26%
LA
2627
Leonetti & Associates
Illinois
$272M -$119M -30% 12.6% 49.5% 39 23.08%
TRIM
2628
Thompson Rubinstein Investment Management
Oregon
$272M -$54.3M -17% 13.5% 42.8% 78 3.85%
HCA
2629
Heck Capital Advisors
Wisconsin
$272M -$31.3M -10% 10.9% 59.4% 102 8.82%
UF
2630
Univest Financial
Pennsylvania
$271M -$56.5M -17% 13.3% 60.6% 123 21.14%
HJA
2631
Hugh Johnson Advisors
New York
$271M -$90.2M -25% 11.9% 41.5% 98 18.37%
PT
2632
Plimoth Trust
Massachusetts
$271M -$37.4M -12% 10.1% 94% 187 3.74%
TCM
2633
Telos Capital Management
California
$270M -$42.5M -14% 11% 71.1% 162 12.96%
CIC
2634
Canal Insurance Company
South Carolina
$270M -$51.9M -16% 11.4% 103% 81 25.93%
DHFB
2635
Dixon Hubard Feinour & Brown
Virginia
$270M -$91.5M -25% 12% 59.8% 186 15.59%
MC
2636
Menta Capital
California
$270M -$16.7M -6% 14% 61.2% 764 58.9%
HT
2637
Hefren-Tillotson
Pennsylvania
$270M +$124M +85% 15.9% 40% 14 21.43%
OCM
2638
Oakview Capital Management
Texas
$270M -$10M -4% 17.8% 21.2% 15 6.67%
DWA
2639
Divergent Wealth Advisors
Utah
$270M -$20.2M -7% 11% 14.7% 147 75.51%
PA
2640
Probity Advisors
Texas
$269M -$38.5M -12% 9.47% 41.2% 166 12.05%
SNT
2641
Security National Trust
West Virginia
$269M -$49.8M -16% 11.8% 58.3% 390 8.72%
CA
2642
Cambridge Advisors
Nebraska
$269M -$27.4M -9% 10.1% 52.9% 143 6.99%
GAG
2643
GM Advisory Group
New York
$269M -$50.3M -16% 6.56% 53.6% 124 20.16%
FIG
2644
FundX Investment Group
California
$269M +$87.3M +48% 8.9% 94.6% 59 54.24%
VS
2645
VK Services
California
$268M 16.7% 1,144% 1
LWIC
2646
Leith Wheeler Investment Counsel
British Columbia, Canada
$268M -$69.4M -21% 14.2% 46.8% 34 20.59%
F
2647
Filament
Washington
$268M -$28.5M -10% 12.6% 46.9% 53 32.08%
CCM
2648
Coliseum Capital Management
Connecticut
$268M +$21.9M +9% 11.7% 13.7% 14 42.86%
OM
2649
Opaleye Management
Massachusetts
$268M -$125M -32% 20.3% 486% 61 45.9%
CAM
2650
Cypress Asset Management
Texas
$268M -$72.8M -21% 12.3% 114% 179 16.76%