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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
LPIC
3451
LeJeune Puetz Investment Counsel
Michigan
$155M +$8.01M +5% 4.83% 64.1% 152 7.24%
SCM
3452
Sitrin Capital Management
California
$155M +$7.88M +5% 7.9% 97% 43 25.58%
KM
3453
Kalos Management
Georgia
$155M +$45.9M +42% 5.38% 48.5% 155 40.65%
SDWMA
3454
Schneider Downs Wealth Management Advisors
Pennsylvania
$155M +$2.81M +2% 4.51% 43.5% 46 10.87%
WCG
3455
Wall Capital Group
Arizona
$155M +$7.49M +5% 3.95% 52 11.54%
WAM
3456
Wilsey Asset Management
California
$155M +$17.4M +13% 8.76% 55% 21 23.81%
BCM
3457
Billings Capital Management
Virginia
$155M +$16.8M +12% 4.14% 9 11.11%
WCM
3458
Waterstone Capital Management
Minnesota
$155M -$17.4M -10% 0.42% 23.4% 24 41.67%
PI
3459
Pettee Investors
Connecticut
$155M +$42.1M +37% 5.3% 66.9% 117 48.72%
RGC
3460
Roberts, Glore & Co
Illinois
$155M +$4.64M +3% 4.84% 59.4% 150 9.33%
JSL
3461
JT Stratford LLC
Georgia
$154M +$12.3M +9% 4.46% 81.3% 117 18.8%
DJC
3462
Daily Journal Corp
California
$154M +$2.37M +2% 1.62% 108% 4 0%
EF
3463
Empowered Funds
Pennsylvania
$154M +$30.8M +25% 9.83% 93.5% 135 62.22%
BCM
3464
Boltwood Capital Management
California
$154M +$6.21M +4% 4.51% 56.3% 122 7.38%
NFG
3465
NewFocus Financial Group
Washington
$154M -$23.1M -13% 3.93% 55.4% 71 11.27%
GWS
3466
Glassman Wealth Services
Virginia
$154M +$2.13M +1% 2.69% 56.4% 668 12.43%
EOCM
3467
Energy Opportunities Capital Management
Texas
$154M -$29.6M -16% 4.58% 211% 69 30.43%
WAS
3468
Winch Advisory Services
Wisconsin
$154M -$5.18M -3% 5.58% 72.5% 355 21.13%
OW
3469
Orbis World
British Virgin Islands
$154M -$130M -46% 7.67% 3 33.33%
VST
3470
Van Strum & Towne
California
$154M +$364K +0.2% 3.44% 50.9% 78 3.85%
RHI
3471
Richmond Hill Investments
New York
$154M -$2.37M -2% 0.48% 55.2% 9 11.11%
LBC
3472
Lawrence B. Cohen
$154M -$2.91M -2% 4.71% 41.8% 75 8%
WCWM
3473
Willow Creek Wealth Management
California
$153M +$4.67M +3% 0.22% 36.5% 20 5%
ACI
3474
AB CarVal Investors
Minnesota
$153M -$168M -52% 0.76% 24% 10 50%
FFC
3475
First Financial Corp
Indiana
$153M -$4.46M -3% 3.11% 88.3% 395 7.85%