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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
CLA
3726
Cranberry Lake Advisors
Texas
$156M -$1.72M -1% 4.73% 31.5% 10 0%
VCM
3727
Venor Capital Management
New York
$156M -$18.2M -10% 16.3% 7 28.57%
BWL
3728
Bogart Wealth LLC
Virginia
$156M +$20.8M +15% 4.57% 60.5% 359 10.86%
KBFS
3729
Kohmann Bosshard Financial Services
Ohio
$156M +$13.5M +10% 2.83% 42.8% 87 9.2%
BC
3730
Burleson & Co
California
$155M 4.62% 49.1% 103
CRCM
3731
Crystal Rock Capital Management
Illinois
$155M +$5.07M +3% 9.6% 172% 33 15.15%
PAM
3732
Pope Asset Management
Tennessee
$155M -$932K -0.6% 0.41% 29 3.45%
AIM
3733
Act II Management
New York
$155M +$12.1M +9% 4.63% 43.6% 23 21.74%
CPIA
3734
Cornell Pochily Investment Advisors
New York
$155M 5.51% 83.7% 127
KOCAA
3735
Knights of Columbus Asset Advisors
Connecticut
$155M +$6.61M +4% 6.31% 137% 91 7.69%
FFC
3736
First Financial Corp
Indiana
$155M +$1.87M +1% 2.65% 88.3% 385 8.05%
CCPM
3737
Cooper Creek Partners Management
New York
$155M -$13.9M -8% 3.52% 86.4% 41 63.41%
P3I
3738
Progeny 3 Inc
Washington
$155M -$18.5M -11% 1.89% 96.8% 30 16.67%
RCG
3739
Ruggie Capital Group
Florida
$155M -$1.24M -0.8% 4.7% 22% 344 26.45%
JCM
3740
Jayhawk Capital Management
Kansas
$155M 10.5% 4
SCA
3741
Sage Capital Advisors
South Dakota
$154M +$12M +8% 9.39% 89.4% 94 21.28%
FA
3742
FC Advisory
Pennsylvania
$154M +$6.07M +4% 2.81% 42.9% 46 8.7%
SNB
3743
Security National Bank
Nebraska
$154M +$7.85M +5% 7.99% 113% 70 11.43%
TCM
3744
Texan Capital Management
Texas
$154M +$2.88M +2% 7.45% 19.3% 111 12.61%
MSFP
3745
Mark Sheptoff Financial Planning
Connecticut
$154M +$4.81M +3% 7.38% 92.4% 393 7.63%
RWM
3746
Rench Wealth Management
Texas
$154M +$8.52M +6% 5.78% 106% 54 1.85%
HCA
3747
Horan Capital Advisors
Ohio
$154M -$8.84M -5% 7.51% 26.6% 313 79.23%
IHM
3748
Iguana Healthcare Management
New York
$154M -$30M -16% 10.8% 141% 85 48.24%
MAS
3749
Managed Account Services
Florida
$153M +$5.33M +4% 3.5% 32.4% 73 17.81%
JSL
3750
JT Stratford LLC
Georgia
$153M -$1.22M -0.8% 6.75% 103% 112 13.39%