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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)
OP
3726
Osmium Partners
California
$156M +$18.3M +13% 80% 28.4% 18 16.67% 2.4
CLA
3727
Cranberry Lake Advisors
Texas
$156M -$1.72M -1% 4.73% 31.5% 10 0% 4.3
VCM
3728
Venor Capital Management
New York
$156M -$18.2M -10% 16.3% – 7 28.57% 0.5
Bogart Wealth LLC
3729
Bogart Wealth LLC
Virginia
$156M +$20.8M +15% 4.57% 60.5% 359 10.86% 0.4
KBFS
3730
Kohmann Bosshard Financial Services
Ohio
$156M +$13.5M +10% 2.83% 42.8% 87 9.2% 0.8
BC
3731
Burleson & Co
California
$155M – – 4.62% 49.1% 103 – 0
CRCM
3732
Crystal Rock Capital Management
Illinois
$155M +$5.07M +3% 9.6% 172% 33 15.15% 1.9
PAM
3733
Pope Asset Management
Tennessee
$155M -$932K -0.6% 0.41% – 29 3.45% 3.4
AIM
3734
Act II Management
New York
$155M +$12.1M +9% 4.63% 43.6% 23 21.74% 1.6
CPIA
3735
Cornell Pochily Investment Advisors
New York
$155M – – 5.51% 83.7% 127 – 0
KOCAA
3736
Knights of Columbus Asset Advisors
Connecticut
$155M +$6.61M +4% 6.31% 137% 91 7.69% 0.7
FFC
3737
First Financial Corp
Indiana
$155M +$1.87M +1% 2.65% 95.3% 385 8.05% 3.5
CCPM
3738
Cooper Creek Partners Management
New York
$155M -$13.9M -8% 3.52% 86.4% 41 63.41% 0.3
P3I
3739
Progeny 3 Inc
Washington
$155M -$18.5M -11% 1.89% 96.8% 30 16.67% 1.2
RCG
3740
Ruggie Capital Group
Florida
$155M -$1.24M -0.8% 4.7% 22% 344 26.45% 0.9
JCM
3741
Jayhawk Capital Management
Kansas
$155M – – 10.5% – 4 – 0
SCA
3742
Sage Capital Advisors
South Dakota
$154M +$12M +8% 9.39% 105% 94 21.28% 0.4
FA
3743
FC Advisory
Pennsylvania
$154M +$6.07M +4% 2.81% 46.6% 46 8.7% 1.9
SNB
3744
Security National Bank
Nebraska
$154M +$7.85M +5% 7.99% 113% 70 11.43% 0.7
TCM
3745
Texan Capital Management
Texas
$154M +$2.88M +2% 7.45% 19.3% 111 12.61% 3.1
MSFP
3746
Mark Sheptoff Financial Planning
Connecticut
$154M +$4.81M +3% 7.38% 92.4% 393 7.63% 2.5
RWM
3747
Rench Wealth Management
Texas
$154M +$8.52M +6% 5.78% 106% 54 1.85% 2.6
HCA
3748
Horan Capital Advisors
Ohio
$154M -$8.84M -5% 7.51% 26.6% 313 79.23% 2.3
IHM
3749
Iguana Healthcare Management
New York
$154M -$30M -16% 10.8% 141% 85 48.24% 0.8
MAS
3750
Managed Account Services
Florida
$153M +$5.33M +4% 3.5% 32.4% 73 17.81% 0.8