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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)
Geller Advisors
2976
Geller Advisors
New York
$458M -$3.2M -0.7% 0.42% 20.4% 170 25.29% 1.3
Globeflex Capital
2977
Globeflex Capital
California
$458M -$98.7M -18% 3.73% 186% 503 19.48% 1.8
CM
2978
Capital Management
Virginia
$458M -$13.1M -3% 3.61% 63.6% 85 5.88% 3.2
Marietta Wealth Management
2979
Marietta Wealth Management
Georgia
$458M +$14.7M +3% 0.15% 93% 118 6.78% 2.9
ION Crossover Partners
2980
ION Crossover Partners
Israel
$458M +$45.6M +11% 27.1% – 5 20% 0.4
MWM
2981
Madison Wealth Management
Ohio
$457M +$4.08M +0.9% 1.13% 35.1% 152 8.55% 1.3
Crestone Asset Management
2982
Crestone Asset Management
Colorado
$457M -$10.7M -2% 4.37% 6.65% 87 11.49% 2.2
Calton & Associates
2983
Calton & Associates
Florida
$457M -$69.5M -13% 0.29% 73.9% 445 20% 2
Kohmann Bosshard Financial Services
2984
Kohmann Bosshard Financial Services
Ohio
$456M +$20.9M +5% 1.15% 42.8% 117 10.26% 3
Disciplina Capital Management
2985
Disciplina Capital Management
Tennessee
$456M +$14.8M +3% 0.99% 30% 56 8.93% 1.2
SIA
2986
Strategic Investment Advisors
Michigan
$456M +$19.5M +4% 0.44% 66.1% 197 15.74% 1.5
Dorsey Wright & Associates
2987
Dorsey Wright & Associates
California
$456M -$12.9M -3% 2.45% 311% 376 48.4% 0.4
Arkansas Financial Group
2988
Arkansas Financial Group
Arkansas
$456M +$14M +3% 1.04% 41.4% 45 4.44% 3.6
CT
2989
Chicago Trust
Illinois
$455M +$32.7M +8% 0.18% 96.7% 348 14.94% 2.5
Capital Investment Counsel Inc
2990
Capital Investment Counsel Inc
North Carolina
$455M +$6.14M +1% 0.31% 174% 202 8.91% 4.4
McRae Capital Management
2991
McRae Capital Management
New Jersey
$454M +$17.1M +4% 3.5% 78.2% 115 6.09% 4.2
180 Wealth Advisors
2992
180 Wealth Advisors
Washington
$454M +$16.6M +4% 0.2% 136% 404 12.87% 1.8
Hussman Strategic Advisors
2993
Hussman Strategic Advisors
Maryland
$454M -$29.1M -6% 6.97% 41.6% 373 25.2% 1.5
Aozora Bank
2994
Aozora Bank
Japan
$453M -$5.46M -1% 1.2% 5.45% 2 0% 3.6
12th Street Asset Management Company
2995
12th Street Asset Management Company
Tennessee
$453M -$28.5M -6% 0.13% 106% 36 30.56% 2.3
SM
2996
Scoggin Management
New York
$453M +$44.5M +11% 2.26% 889% 74 59.46% 0.5
LWANC
2997
Laurel Wealth Advisors (North Carolina)
North Carolina
$452M -$11M -2% 0.21% 71.1% 794 17.25% 1.8
Pinnacle Wealth Planning Services
2998
Pinnacle Wealth Planning Services
Ohio
$452M +$22.5M +5% 0.3% 84.5% 406 18.23% 1.8
FAG
2999
Financial Advisory Group
Texas
$452M +$33.4M +8% 0.5% 20.6% 96 9.38% 3.6
Fieldpoint Private Securities
3000
Fieldpoint Private Securities
Connecticut
$452M -$5.42M -1% 0.1% 47.2% 1,726 8.34% 1