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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
CFN
3201
Cordasco Financial Network
Florida
$130M +$5.68M +5% 6.33% 31.1% 311 7.72%
RJA
3202
Robshaw & Julian Associates
New York
$130M +$634K +0.5% 5.06% 19.3% 42 14.29%
CP
3203
Corbenic Partners
Pennsylvania
$130M +$4.45M +4% 5.13% 122 13.93%
GIS
3204
Guardian Investor Services
New York
$130M +$1.21M +0.9% 5.29% 509 2.75%
MSWM
3205
Mader & Shannon Wealth Management
Missouri
$130M 5.29% 53.1% 27
SAM
3206
Summit Asset Management
Tennessee
$130M +$5.03M +4% 3.5% 43.3% 85 2.35%
DJC
3207
Daily Journal Corp
California
$130M +$669K +0.5% 1.07% 108% 4 0%
CC
3208
Caxton Corporation
New Jersey
$130M -$1.3M -1% 4.95% 778% 4 25%
MIC
3209
Meridian Investment Counsel
California
$130M +$12.1M +10% 5.64% 103% 149 6.04%
FAM
3210
Foothills Asset Management
Arizona
$129M +$6.58M +5% 4.66% 8.84% 57 17.54%
GWM
3211
Graybill Wealth Management
Illinois
$129M +$7.82M +6% 4.73% 53 11.32%
ACS
3212
Archford Capital Strategies
Illinois
$129M +$9.4M +8% 4.29% 76.2% 1,000 20.4%
TCMV
3213
Technology Crossover Management V
California
$129M -$40.9M -24% 23% 2.5% 3 33.33%
ACM
3214
Altalis Capital Management
New York
$129M +$8.28M +7% 6.2% 3.82% 23 26.09%
TWS
3215
Thomas W. Smith
$129M -$1.03M -0.8% 2.33% 16 12.5%
TCM
3216
Trafelet Capital Management
New York
$128M +$11.2M +10% 2.61% 101% 18 33.33%
NA
3217
NS Advisors
Connecticut
$128M +$2.32M +2% 8.39% 16.3% 16 12.5%
AWA
3218
Arete Wealth Advisors
Illinois
$128M +$20.7M +19% 6.16% 63.9% 137 25.55%
RPM
3219
Ridgemont Partners Management
North Carolina
$128M -$4.19M -3% 2.69% 45.6% 4 0%
TM
3220
TigerShark Management
New York
$128M -$16.3M -11% 5.05% 74 41.89%
SG
3221
StepStone Group
California
$128M +$19.7M +18% 4.83% 92.1% 14 28.57%
PTA
3222
Pear Tree Advisors
Massachusetts
$128M +$5.9M +5% 1.55% 45.8% 54 11.11%
WAM
3223
Wilsey Asset Management
California
$128M +$4.34M +4% 6.44% 55% 29 27.59%
BA
3224
Bennicas & Associates
California
$128M +$2.77M +2% 4.22% 40.3% 86 9.3%
FWM
3225
Focused Wealth Management
New York
$128M +$8.27M +7% 3.84% 57.9% 736 12.23%