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)
ABFS
3301
Appropriate Balance Financial Services
Washington
$144M -$429K -0.3% 0.96% – 31 25.81% 0.2
GI
3302
Gavea Investimentos
Brazil
$144M +$2.2M +2% 33.3% 60.3% 9 66.67% 0.5
SCM
3303
Simcoe Capital Management
New York
$144M -$16.1M -10% 3.82% 48.7% 27 51.85% 0.6
WIM
3304
Wilen Investment Management
Florida
$144M +$5.54M +4% 6.09% 79.9% 66 6.06% 2.4
SDWMA
3305
Schneider Downs Wealth Management Advisors
Pennsylvania
$143M +$57.2M +66% 0.96% 55% 31 22.58% 0.2
CBA
3306
Coastal Bridge Advisors
Connecticut
$143M -$36.1M -20% 17.3% 88.1% 65 15.38% 0.2
PA
3307
Parkside Advisors
California
$143M +$8.27M +6% 0.64% 36.7% 36 25% 1.7
AH
3308
Aviva Holdings
Bahamas
$143M +$51.7M +57% 7.03% 36.5% 3 0% 0.3
CMP
3309
Courage Miller Partners
Virginia
$143M -$1.87M -1% 2% 40.3% 69 5.8% 2
MIC
3310
Meridian Investment Counsel
California
$143M +$6.74M +5% 4.47% 103% 175 5.71% 1.8
SSG
3311
Summit Securities Group
New York
$143M -$167M -54% 1.99% 136% 389 95.12% 0.2
GAM
3312
Garrison Asset Management
Arkansas
$143M -$2.51M -2% 3.55% 52.1% 94 8.51% 2.2
IWA
3313
Inspirion Wealth Advisors
Illinois
$143M +$6.38M +5% 1.48% 52.5% 59 11.86% 1
WAM
3314
Wilsey Asset Management
California
$143M +$3.92M +3% 3.07% 55% 21 4.76% 1.8
BT
3315
Brandywine Trust
Delaware
$142M +$15.3M +12% 10.2% 32.7% 22 9.09% 2.4
REMPR
3316
Roof Eidam Maycock Peralta (REMP)
California
$142M +$16.7M +13% 3.01% 55.5% 100 24% 0.9
BAM
3317
Brave Asset Management
New Jersey
$142M -$5.6M -4% 0.1% 76.3% 452 6.64% 1.8
FAM
3318
Formidable Asset Management
Ohio
$142M -$2.06M -1% 1.5% 52.2% 572 15.21% 1.8
SCM
3319
Sterneck Capital Management
Missouri
$142M -$14.9M -9% 1.45% 61.5% 140 20.71% 1.7
SAM
3320
Solaris Asset Management
New York
$142M -$4.33M -3% 0.14% 74% 219 22.83% 1.6
BI
3321
Boulegeris Investments
Georgia
$142M +$4.13M +3% 1.56% 39.1% 53 13.21% 1.2
GPSPJS
3322
General Pension Society PZU Joint Stock
Poland
$142M +$9.27M +7% 8.63% 116% 17 5.88% 2.2
MCAI
3323
Meritech Capital Associates III
California
$142M -$56.1M -28% 21.8% 135% 5 0% 2.3
RAA
3324
RWC Asset Advisors
Florida
$141M +$40M +39% 17% 268% 19 21.05% 0.7
NFG
3325
Noven Financial Group
Colorado
$141M +$9.45M +7% 2.67% 45.1% 53 43.4% 1