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)
KCPG
3326
Kavar Capital Partners Group
Kansas
$117M -$906K -0.8% 1.52% 77.2% 135 11.11% 0.7
EWM
3327
Evermay Wealth Management
Virginia
$116M +$881K +0.8% 0.97% 56.2% 84 9.52% 0.6
OIM
3328
Orca Investment Management
Oregon
$116M -$10.4M -8% 0.96% 122% 91 18.68% 0.6
FIM
3329
Fernwood Investment Management
Massachusetts
$116M -$4.77M -4% 2.91% 83.4% 115 8.7% 0.7
SONJCPFE
3330
State of New Jersey Common Pension Fund E
New Jersey
$116M -$42.2M -27% 26.7% 26.4% 1 0% 0.3
KG
3331
Karamaan Group
New York
$116M -$8.84M -7% 7.43% – 27 11.11% 0.7
BCM
3332
Boyle Capital Management
Iowa
$116M -$9.13M -7% 3.47% 19.5% 24 12.5% 1.1
WOA
3333
Water Oak Advisors
Florida
$116M -$1.41M -1% 3.77% 12.9% 17 41.18% 0.2
FIG
3334
Fusion Investment Group
Pennsylvania
$116M -$665K -0.6% 0.26% – 238 18.49% 0.6
KCM
3335
Key Colony Management
Arkansas
$115M -$24M -17% 3.18% 113% 22 22.73% 0.8
SFPM
3336
Sensible Financial Planning & Management
Massachusetts
$115M – – 0.44% 24.5% 71 – 0
CMO
3337
Covenant Multifamily Offices
Texas
$115M +$6.9M +6% 1.35% 38.3% 29 10.34% 0.6
EP
3338
Edgestream Partners
New Jersey
$115M -$42.3M -27% 3.25% 41.7% 93 29.03% 0.3
NERM
3339
New England Research & Management
Illinois
$115M +$2.89M +3% 3.05% 56.4% 188 30.85% 0.5
PMFA
3340
Plante Moran Financial Advisors
Michigan
$114M +$2.77M +2% 0.08% 62.8% 930 22.15% 0.8
PP
3341
Pension Partners
New York
$114M +$481K +0.4% 0.64% – 21 85.71% 0.1
MHIM
3342
MacNealy Hoover Investment Management
Ohio
$114M -$210K -0.2% 0.17% 42.5% 85 5.88% 0.7
AC
3343
Addison Capital
Pennsylvania
$114M -$2.17M -2% 2.1% 59.7% 82 13.41% 0.7
RAM
3344
RK Asset Management
Michigan
$114M -$2.12M -2% 1.15% 47.6% 15 0% 0.7
SJIM
3345
St. Johns Investment Management
Florida
$113M -$2.93M -3% 0.7% 80.9% 177 18.08% 0.5
MSFP
3346
Mark Sheptoff Financial Planning
Connecticut
$113M -$3.84M -3% 0.08% 92.4% 373 10.72% 0.5
HCA
3347
Horan Capital Advisors
Ohio
$113M +$3.6M +3% 0.24% 26.6% 70 25.71% 1
RA
3348
Raffles Associates
New York
$113M -$11.3M -9% 8.33% 50% 65 23.08% 0.8
PIMJS
3349
PKO Investment Management Joint-Stock
Poland
$113M -$7.29M -6% 4.5% 125% 56 17.86% 0.6
P3I
3350
Progeny 3 Inc
Washington
$112M +$25.9M +30% 1.45% 96.8% 18 66.67% 0.2