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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)
GL
3326
Globe Life
Texas
$128M +$190K +0.1% 4.7% 60.1% 29 24.14% 1.4
GCM
3327
Garland Capital Management
Washington
$128M +$12.8M +11% 6.58% 55.7% 39 17.95% 1.9
RGC
3328
Roberts, Glore & Co
Illinois
$128M -$14.9M -10% 6.54% 72.3% 142 14.79% 2
AWA
3329
Arete Wealth Advisors
Illinois
$128M -$20.5M -14% 7.15% 85.3% 165 36.97% 1
CCM
3330
Crossvault Capital Management
Texas
$128M +$2.94M +2% 6.03% 56.4% 69 15.94% 1.4
CNC
3331
Citizens & Northern Corp
Pennsylvania
$128M -$1.22M -0.9% 6.07% 73.3% 122 14.75% 1.6
TCM
3332
Tradewinds Capital Management
Washington
$128M -$14.6M -10% 3.38% 85.2% 761 19.19% 1.3
PP
3333
Pension Partners
New York
$128M +$11.7M +10% 17.8% – 19 57.89% 0.3
SFPM
3334
Sensible Financial Planning & Management
Massachusetts
$128M +$6.22M +5% 1.53% 24.5% 83 19.28% 0.5
SI
3335
Shaker Investments
Ohio
$128M -$15.9M -11% 2.35% 205% 81 27.16% 0.9
HPIA
3336
Hamilton Point Investment Advisors
North Carolina
$128M +$4.18M +3% 5.42% 79.3% 75 16% 1.3
MA
3337
Menlo Advisors
California
$127M -$15.7M -11% 6.39% 108% 41 17.07% 1.7
SIM
3338
Sterling Investment Management
Arizona
$127M -$5.67M -4% 10.1% 44.1% 73 16.44% 1.6
VWM
3339
Vector Wealth Management
Minnesota
$127M +$304K +0.2% 10.7% 2.13% 83 16.87% 1.5
PMFA
3340
Plante Moran Financial Advisors
Michigan
$127M -$12.8M -9% 5.4% 62.8% 810 20.12% 1.6
LCM
3341
Liberty Capital Management
Michigan
$127M -$21.9M -15% 4.6% – 102 11.76% 2
NVIM
3342
New Vernon Investment Management
Illinois
$127M -$19.3M -13% 4.42% 83.1% 58 5.17% 1
HRC
3343
Hoertkorn Richard Charles
$127M -$7.09M -5% 7.8% 172% 99 10.1% 1.5
IWA
3344
Inspirion Wealth Advisors
Illinois
$127M -$8.6M -6% 9.53% 52.5% 59 13.56% 0.7
IACCA
3345
IDG-Accel China Capital Associates
Hong Kong
$127M -$58.9M -32% 30.8% 43% 2 0% 1.3
SIM
3346
SCGF III Management
California
$126M -$379M -75% 35.8% – 3 33.33% 2
FNB
3347
Farmers National Bank
Kentucky
$126M -$4.97M -4% 4.52% – 104 6.73% 0.7
FC
3348
Farley Capital
New York
$126M -$3.56M -3% 8.14% 105% 16 37.5% 1.2
BB
3349
Bell Bank
North Dakota
$126M -$9.02M -7% 3.64% 64.3% 155 16.77% 1.9
OCM
3350
Orleans Capital Management
Louisiana
$126M -$15.7M -11% 7.72% 94.6% 93 10.75% 1.7