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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)
RCG
3501
Ruggie Capital Group
Florida
$156M +$7.97M +5% 4.47% 22% 299 12.37% 0.9
LP
3502
LGL Partners
Pennsylvania
$156M -$31.3M -17% 3.81% 68.9% 97 52.58% 1.4
SAM
3503
Shamrock Asset Management
Texas
$156M -$4.1M -3% 5.05% 31% 304 13.82% 1.9
CBCM
3504
Cook & Bynum Capital Management
Alabama
$156M +$6.2M +4% 4.82% 46.8% 5 0% 3.5
QAM
3505
Quantres Asset Management
Cayman Islands
$156M +$2.06M +1% 1.71% 11% 268 65.3% 0.2
EP
3506
Elkhorn Partners
Nebraska
$156M -$1.62M -1% 0.22% 32.2% 41 9.76% 3.5
MSWM
3507
Mader & Shannon Wealth Management
Missouri
$156M +$83.1M +115% 3.44% 53.1% 32 84.38% 0.1
SAMC
3508
Spectrum Asset Management (Connecticut)
Connecticut
$156M -$1.09B -88% 0.12% 0.74% 20 70% 3.7
LPIC
3509
LeJeune Puetz Investment Counsel
Michigan
$155M +$8.01M +5% 4.83% 64.1% 152 7.24% 0.7
SCM
3510
Sitrin Capital Management
California
$155M +$7.88M +5% 7.9% 128% 43 25.58% 1.2
KM
3511
Kalos Management
Georgia
$155M +$45.9M +42% 5.38% 48.5% 155 40.65% 0.8
SDWMA
3512
Schneider Downs Wealth Management Advisors
Pennsylvania
$155M +$2.81M +2% 4.51% 55% 46 10.87% 1.2
WCG
3513
Wall Capital Group
Arizona
$155M +$7.49M +5% 3.95% – 52 11.54% 0.4
WAM
3514
Wilsey Asset Management
California
$155M +$17.4M +13% 8.76% 55% 21 23.81% 2.6
BCM
3515
Billings Capital Management
Virginia
$155M +$16.8M +12% 4.14% – 9 11.11% 1.1
WCM
3516
Waterstone Capital Management
Minnesota
$155M -$17.4M -10% 0.42% 23.4% 24 41.67% 1.2
PI
3517
Pettee Investors
Connecticut
$155M +$42.1M +37% 5.3% 96.1% 117 48.72% 1.7
RGC
3518
Roberts, Glore & Co
Illinois
$155M +$4.64M +3% 4.84% 72.3% 150 9.33% 3
JSL
3519
JT Stratford LLC
Georgia
$154M +$12.3M +9% 4.46% 103% 117 18.8% 0.6
DJC
3520
Daily Journal Corp
California
$154M +$2.37M +2% 1.62% 108% 4 0% 3.8
Empowered Funds
3521
Empowered Funds
Pennsylvania
$154M +$30.8M +25% 9.83% 127% 135 62.22% 0.2
BCM
3522
Boltwood Capital Management
California
$154M +$6.21M +4% 4.51% 63% 122 7.38% 2.8
NFG
3523
NewFocus Financial Group
Washington
$154M -$23.1M -13% 3.93% 55.4% 71 11.27% 2
GWS
3524
Glassman Wealth Services
Virginia
$154M +$2.13M +1% 2.69% 62.6% 668 12.43% 1.5
EOCM
3525
Energy Opportunities Capital Management
Texas
$154M -$29.6M -16% 4.58% 211% 69 30.43% 1.9