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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)
BFIC
2826
Bedell Frazier Investment Counselling
California
$178M -$34.7M -16% 1.33% 72.5% 70 42.86% 0.5
MIM
2827
Miller Investment Management
Pennsylvania
$178M -$1.14M -0.6% 2.9% 60.2% 81 9.88% 0.7
SCM
2828
Samson Capital Management
Kansas
$178M +$18.4M +11% 7.41% 13.4% 24 25% 0.5
CIG
2829
Consolidated Investment Group
Colorado
$178M +$13.4M +8% 0.64% 140% 56 10.71% 0.6
SHWM
2830
Smith & Howard Wealth Management
Georgia
$178M -$3.92M -2% 0.76% 40.4% 253 84.19% 0.7
TBAM
2831
True Bearing Asset Management
California
$178M -$32.6M -15% 2.33% 66.3% 100 25% 0.7
CLA
2832
Cranberry Lake Advisors
Texas
$177M +$33.5M +23% 1.13% 31.5% 12 25% 0.6
TCM
2833
Tegean Capital Management
New York
$177M +$19M +12% 1.69% – 17 41.18% 0.5
TCMV
2834
Technology Crossover Management VI
California
$177M -$75.5M -30% 9.19% 25.5% 3 0% 0.8
YU
2835
Yale University
Connecticut
$177M +$120M +210% 0.56% 33.7% 11 63.64% 0.4
WRTC
2836
Wind River Trust Company
Wyoming
$177M -$51.2M -22% 0.92% 62.1% 13 7.69% 0.6
CAS
2837
CTC Alternative Strategies
Illinois
$177M +$45.6M +35% 3.64% 111% 253 79.45% 0.2
EPIM
2838
Equinox Partners Investment Management
Connecticut
$177M -$29.8M -14% 15% 241% 16 25% 0.7
GA
2839
Gagnon Advisors
New York
$177M +$3.7M +2% 2.79% 129% 32 25% 0.2
Avidian Wealth Enterprises
2840
Avidian Wealth Enterprises
Texas
$177M +$67.9M +63% 1.47% 71.7% 31 64.52% 0.2
UAS
2841
United Asset Strategies
New York
$177M +$31M +21% 1.7% 94.6% 134 61.19% 0.3
SFG
2842
Sage Financial Group
Pennsylvania
$176M -$31.7M -15% 1.42% 62% 57 71.93% 0.1
NCIM
2843
New Century Investment Management
Michigan
$176M +$8.52M +5% 4.51% 103% 86 6.98% 0.6
AMIM
2844
Aull & Monroe Investment Management
Alabama
$175M +$3.92M +2% 2.22% 96.6% 115 5.22% 0.7
CBCM
2845
Cook & Bynum Capital Management
Alabama
$175M +$2.82M +2% 2.06% 46.8% 5 0% 0.8
FCM
2846
FJ Capital Management
Virginia
$175M +$27M +18% 3.18% 97.9% 80 30% 0.2
AIA
2847
Arbor Investment Advisors
North Carolina
$175M +$8.67M +5% 0.99% 44.3% 55 27.27% 0.5
PAM
2848
Pope Asset Management
Tennessee
$174M +$102M +142% 3.3% – 25 44% 0.4
SGK
2849
Steigerwald Gordon & Koch
Virginia
$174M +$6.97M +4% 1.9% 59.5% 44 6.82% 0.7
MG
2850
McCutchen Group
Washington
$174M -$69.4M -28% 0.93% 2.54% 15 26.67% 0.6