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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 Avg Holding
Period (Yrs)
BCWM LLC
2801
BCWM LLC
Kansas
$177M +$13M +8% 7.79% – 80 10% 0.5
Sky Investment Group
2802
Sky Investment Group
Connecticut
$177M +$138M +355% 8.79% 68% 73 27.4% 0.2
Osmium Partners
2803
Osmium Partners
California
$176M -$5.51M -3% 3.41% 28.4% 29 31.03% 0.5
Ironwood Investment Counsel
2804
Ironwood Investment Counsel
Arizona
$176M +$24.9M +16% 9.39% 64% 131 22.14% 0.4
Semper Augustus Investments Group
2805
Semper Augustus Investments Group
Colorado
$176M +$7.36M +4% 6.34% 95.4% 32 9.38% 0.5
CCA
2806
Covey Capital Advisors
Georgia
$176M – – 15.1% 118% 51 – 0
ITIM
2807
Indiana Trust & Investment Management
Indiana
$176M +$9.9M +6% 7.44% 114% 331 5.14% 0.3
FAG
2808
Financial Advisory Group
Texas
$176M +$15.6M +10% 8.46% 20.6% 54 18.52% 0.4
Stratford Consulting
2809
Stratford Consulting
Texas
$176M +$11.3M +7% 5.01% 8.23% 55 3.64% 0.5
IHM
2810
Iguana Healthcare Management
New York
$175M – – 11.2% 141% 70 – 0
La Francaise Forum Securities
2811
La Francaise Forum Securities
Connecticut
$175M -$28.9M -14% 0.21% 29.8% 51 11.76% 0.4
KWMG
2812
King Wealth Management Group
Florida
$175M +$21.6M +14% 8.21% 86% 118 18.64% 0.4
CCM
2813
Compton Capital Management
Rhode Island
$175M +$11.1M +7% 10.5% 75.6% 149 12.08% 0.5
Regal Investment Advisors
2814
Regal Investment Advisors
Michigan
$175M +$3.59M +2% 8.27% 64.7% 1,045 32.63% 0.4
Raab & Moskowitz Asset Management
2815
Raab & Moskowitz Asset Management
New Jersey
$174M – – 8.25% 75% 134 – 0
LG Capital Management
2816
LG Capital Management
Maryland
$174M – – 15.2% – 31 – 0
Fieldpoint Private Advisors
2817
Fieldpoint Private Advisors
New York
$174M +$10.8M +7% 6.77% 34% 72 11.11% 0.4
Family Management
2818
Family Management
New York
$174M +$19.2M +12% 8.34% 69% 80 35% 0.3
Advisor Partners
2819
Advisor Partners
California
$174M +$33.9M +24% 11% 63.8% 256 15.23% 0.4
Legg Mason Asset Management
2820
Legg Mason Asset Management
Japan
$174M -$11M -6% 13.2% – 135 20% 0.4
FBT
2821
Founders Bank & Trust
Michigan
$173M -$22.3M -11% 5.96% – 424 22.41% 0.4
Monetta Financial Services
2822
Monetta Financial Services
Illinois
$173M +$43.5M +34% 12.6% 275% 72 33.33% 0.4
FCA Corp
2823
FCA Corp
Texas
$173M +$4.62M +3% 5.97% 57.4% 143 20.98% 0.5
GA
2824
Gagnon Advisors
New York
$173M – – 6.08% 129% 28 – 0
Hamilton Lane Advisors
2825
Hamilton Lane Advisors
Pennsylvania
$173M -$92.1M -35% 11.2% 167% 70 42.86% 0.3