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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
SIC
3326
SFE Investment Counsel
California
$195M -$64.2M -25% 13.5% 105% 129 10.85%
GIM
3327
Greystone Investment Management
Ohio
$195M -$36.2M -16% 14.2% 32.8% 49 12.24%
OC
3328
Oarsman Capital
Wisconsin
$195M -$53.2M -21% 11.5% 70.6% 190 11.58%
MTB
3329
Mizuho Trust & Banking
Japan
$195M -$164M -46% 10.4% 36.1% 18 50%
RPA
3330
Rock Point Advisors
Vermont
$195M -$29.7M -13% 16.6% 82.8% 79 15.19%
SFA
3331
Stewardship Financial Advisors
Georgia
$195M -$17.5M -8% 11.2% 39.1% 81 30.86%
BC
3332
Brio Consultants
California
$195M 10.7% 42.7% 68
CWAG
3333
Compton Wealth Advisory Group
Virginia
$194M 0.64% 67.6% 68
PCI
3334
Pacifica Capital Investments
Texas
$194M +$3.44M +2% 12.1% 70.4% 24 16.67%
MCM
3335
McRae Capital Management
New Jersey
$194M -$41.5M -18% 14.5% 59.2% 96 7.29%
FA
3336
Fagan Associates
New York
$194M -$48M -20% 14% 110% 118 14.41%
AEPI
3337
AH Equity Partners IV
California
$194M 11.2% 1
BWM
3338
Buckley Wealth Management
Nevada
$194M -$35M -15% 13% 88% 157 14.65%
MHP
3339
Manatuck Hill Partners
Connecticut
$194M -$72.1M -27% 16.3% 556% 122 54.92%
FCB
3340
First Command Bank
Texas
$194M -$164M -46% 5.52% 34.1% 448 20.98%
FCFS
3341
First Command Financial Services
Texas
$194M -$164M -46% 5.52% 34.4% 448 20.98%
VW
3342
Vantage Wealth
California
$194M -$37.7M -16% 8.89% 56.1% 32 21.88%
PM
3343
Prosight Management
Texas
$194M +$14.4M +8% 22.5% 39.5% 41 36.59%
CCM
3344
Carderock Capital Management
Maryland
$194M -$59.9M -24% 11.8% 88.6% 83 18.07%
BC
3345
Burleson & Co
California
$194M +$14.9M +8% 12.9% 49.1% 108 14.81%
FA
3346
FMA Advisory
Pennsylvania
$194M -$29.9M -13% 11.5% 46.7% 156 10.9%
WCM
3347
Windsor Capital Management
Arizona
$193M -$28.2M -13% 9.88% 46.1% 121 9.09%
IFA
3348
Interactive Financial Advisors
Illinois
$193M -$17.5M -8% 7.34% 47.6% 129 29.46%
CAC
3349
Certified Advisory Corp
Florida
$193M -$23.4M -11% 13.3% 58.2% 827 11.61%
AGA
3350
Accuvest Global Advisors
Utah
$193M -$76.7M -28% 10.2% 130% 155 50.32%