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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)
FCFS
3601
First Command Financial Services
Texas
$142M +$17.5M +14% 2.97% 34.4% 405 11.85% 0.2
NCM
3602
Niemann Capital Management
Nevada
$142M -$13M -8% 9.11% 103% 28 75% 0.2
TCM
3603
Trafelet Capital Management
New York
$142M -$510K -0.4% 24.4% 101% 20 25% 1.5
MFT
3604
Moisand Fitzgerald Tamayo
Florida
$142M +$7.1M +5% 4.17% 51.1% 63 3.17% 1.1
OA
3605
Opes Advisors
California
$142M +$44.4M +46% 7.02% – 63 50.79% 0.1
PI
3606
Parkside Investments
Illinois
$142M – – 6.2% 70% 53 – 0
GL
3607
Globe Life
Texas
$142M +$6.89M +5% 5.38% 60.1% 1 0% 0.3
KOCAA
3608
Knights of Columbus Asset Advisors
Connecticut
$142M – – 4.3% 137% 91 – 0
FA
3609
FC Advisory
Pennsylvania
$142M +$6.12M +5% 3.7% 46.6% 40 17.5% 1.5
PB
3610
Pinnacle Bancorp
Nebraska
$141M – – 3.79% 68.3% 624 – 0
MIC
3611
MU Investments Company
Japan
$141M +$7.83M +6% 7.51% 40.4% 186 16.67% 2.2
KM
3612
Kalos Management
Georgia
$141M +$17.3M +14% 5.99% 48.5% 141 18.44% 0.9
SV
3613
Stilwell Value
New York
$141M -$28K -0% 0.17% 87.9% 43 16.28% 1.4
CSA
3614
Cottage Street Advisors
Massachusetts
$140M +$9.26M +7% 6.65% 91.4% 88 11.36% 1.1
HCA
3615
Horan Capital Advisors
Ohio
$140M +$6.38M +5% 4.84% 26.6% 68 11.76% 2.1
MSFP
3616
Mark Sheptoff Financial Planning
Connecticut
$140M +$5.49M +4% 4.51% 92.4% 384 6.77% 2
VFPI
3617
Vantage Financial Partners (Illinois)
Illinois
$140M +$28.7M +26% 6.68% 13.1% 75 68% 0.1
MWM
3618
Mascoma Wealth Management
New Hampshire
$140M +$3.75M +3% 4.31% 40% 398 11.81% 0.2
MSWM
3619
Mader & Shannon Wealth Management
Missouri
$139M +$19.1M +16% 5.14% 53.1% 17 88.24% 0.1
CIR
3620
Clear Investment Research
Georgia
$139M +$9.57M +7% 3.72% 48.5% 47 34.04% 1.2
JAM
3621
Jolley Asset Management
North Carolina
$139M -$277K -0.2% 3.33% 3.47% 156 5.13% 2.4
LPIC
3622
LeJeune Puetz Investment Counsel
Michigan
$139M +$8.86M +7% 4.84% 64.1% 152 13.82% 0.2
AZA
3623
Arthur Zaske & Associates
Michigan
$139M +$953K +0.7% 4.14% – 95 36.84% 0.3
CFD
3624
Creative Financial Designs
Indiana
$139M +$16.6M +14% 4.47% 56.2% 926 28.94% 0.2
TAA
3625
TB Alternative Assets
Cayman Islands
$139M -$57.4M -29% 33.2% 325% 19 84.21% 0.1