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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)
RPG
3676
Risk Paradigm Group
Texas
$105M +$2.47M +2% 1.18% – 370 16.22% 0.2
SG
3677
Somerset Group
Minnesota
$105M -$6.92M -6% 1.77% 84.6% 75 6.67% 1.7
Bernicke Wealth Management
3678
Bernicke Wealth Management
Wisconsin
$105M +$11M +12% 1.76% – 43 4.65% 0.5
WI
3679
Wedgewood Investors
Pennsylvania
$105M +$1.82M +2% 1.03% – 132 3.03% 1.7
EI
3680
EDMP Inc
Florida
$105M -$4.21M -4% 3.41% 71.6% 60 3.33% 1.6
SF
3681
Schooner Foundation
Massachusetts
$105M -$18.5M -15% 15% 13.8% 1 0% 0.8
MTM
3682
Millennium TVP Management
New York
$104M -$8.37M -7% 3.29% – 9 0% 0.8
WWM
3683
Willingdon Wealth Management
North Carolina
$104M -$16M -13% 1.62% 15.3% 100 34% 1
FA
3684
Financial Advantage
Maryland
$104M -$8.95M -8% 2.74% 24.3% 146 27.4% 1.7
GI
3685
Greenwood Investments
Massachusetts
$104M +$8.72M +9% 3.98% 1.64% 13 0% 1.8
TAG
3686
Tactical Allocation Group
Michigan
$104M -$14.7M -12% 1.42% 15.2% 20 0% 1.1
WA
3687
Wheatland Advisors
Pennsylvania
$104M +$3.76M +4% 0.58% 30.5% 91 8.79% 1.4
SSCM
3688
Summit Street Capital Management
New York
$104M -$7.87M -7% 0.15% 217% 42 26.19% 0.4
NMM
3689
NGP MR Management
Texas
$104M -$16.3M -14% 13.1% 21.9% 2 0% 1.1
APSP
3690
Asset Planning Services (Pennsylvania)
Pennsylvania
$104M – – 0.9% 62.1% 252 – 0
CI
3691
Capital Innovations
Wisconsin
$104M -$13.1M -11% 5.79% – 97 14.43% 1.1
PC
3692
Pecaut & Co
Iowa
$104M +$1.52M +1% 0.09% 67.6% 49 6.12% 1.3
TBNY
3693
Trustco Bank (New York)
New York
$103M -$1.27M -1% 0.36% 131% 66 1.52% 1.9
WCM
3694
Wunderlich Capital Managemnt
Tennessee
$103M -$7.47M -7% 1.27% 33.6% 70 5.71% 1.2
BOCM
3695
Bontempo Ohly Capital Management
Maryland
$103M -$1.82M -2% 0.76% 49.6% 27 0% 0.4
RA
3696
Raffles Associates
New York
$103M +$7.75M +8% 3.14% 50% 59 16.95% 1.4
PIA
3697
Phoenix Investment Adviser
New York
$103M -$73.6M -42% 2.08% 25% 45 31.11% 0.9
PI
3698
Pettee Investors
Connecticut
$103M -$318K -0.3% 0.04% 96.1% 61 4.92% 1.4
CMO
3699
Covenant Multifamily Offices
Texas
$103M +$40.2M +64% 0.53% 38.3% 47 53.19% 0.5
LSCM
3700
LaSalle Street Capital Management
Illinois
$103M +$743K +0.7% 0.74% 30.5% 75 8% 0.5