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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)
FM
2926
Family Management
New York
$194M -$33M -15% 5.59% 69% 104 32.69% 1.4
LWAC
2927
Laurel Wealth Advisors (California)
California
$194M – – 4.93% 33% 331 – 0
SC
2928
Stratford Consulting
Texas
$193M +$6.96M +4% 3.59% 8.23% 61 16.39% 2
IA
2929
Ibbotson Associates
Illinois
$193M +$25M +15% 1.94% – 21 4.76% 2.5
KFA
2930
Kays Financial Advisory
Georgia
$193M +$17.3M +10% 2.92% 23.3% 64 7.81% 1.4
FI
2931
FCM Investments
Texas
$193M -$10.1M -5% 3% 40.1% 100 10% 2.1
AIM
2932
Advantage Investment Management
Iowa
$193M +$17.5M +10% 4.11% 28.6% 942 13.59% 0.8
Northeast Financial Consultants
2933
Northeast Financial Consultants
Connecticut
$193M -$4.18M -2% 5.13% 63.8% 150 19.33% 1.4
CICI
2934
Capital Investment Counsel Inc
North Carolina
$192M +$7.3M +4% 6.07% 153% 140 8.57% 2.1
RPA
2935
Rock Point Advisors
Vermont
$192M +$9.72M +5% 5.27% 82.8% 88 17.05% 1.7
DCM
2936
Dulcet Capital Management
New York
$192M – – 0.12% – 9 – 0
CCM
2937
Carderock Capital Management
Maryland
$192M +$12.8M +7% 6.04% 88.6% 81 12.35% 2
RIM
2938
Rampart Investment Management
Connecticut
$192M -$36.5M -16% 6.96% 74% 11 36.36% 0.6
BCP
2939
Blue Chip Partners
Michigan
$192M +$34.9M +22% 6.44% 81.2% 121 9.92% 0.9
CAL
2940
Capital Advisors Ltd
Ohio
$192M +$10.6M +6% 4.46% 54.2% 358 8.94% 1.6
Cambridge Associates
2941
Cambridge Associates
Massachusetts
$192M +$20.6M +12% 0.63% 50.1% 21 28.57% 1.2
USGIU
2942
U.S. Global Investors (USGI)
Texas
$192M +$3.22M +2% 5.83% 119% 351 45.58% 0.8
ITIM
2943
Indiana Trust & Investment Management
Indiana
$192M +$16.8M +10% 3.82% 104% 139 27.34% 2
MA
2944
Marshwinds Advisory
Georgia
$192M +$5.22M +3% 7.7% 32.9% 143 6.99% 2.2
DA
2945
DSC Advisors
Illinois
$191M -$14.6M -7% 0.33% 3.18% 82 50% 0.7
TP
2946
Truvvo Partners
New York
$191M – – 11% 21.1% 107 – 0
TM
2947
Tikvah Management
North Carolina
$191M +$11.2M +6% 4.09% 169% 20 20% 1.3
CC
2948
Chanos & Company
New York
$190M -$57.5M -23% 4.62% – 69 49.28% 0.5
BC
2949
Barnett & Company
Tennessee
$190M -$16.3M -8% 2.19% 65.9% 185 20% 1.8
HC
2950
Hillman Company
Pennsylvania
$190M -$15.2M -7% 7.16% 134% 17 35.29% 0.5