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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)
EDMP Inc
3776
EDMP Inc
Florida
$104M +$5.79M +6% 6.25% 78% 67 10.45% 1.8
Stanley Capital Management
3777
Stanley Capital Management
Texas
$104M +$511K +0.5% 1.83% 158% 34 11.76% 0.9
Pettee Investors
3778
Pettee Investors
Connecticut
$104M +$8.38M +9% 9.01% 96.1% 64 7.81% 1.7
Eliot Finkel Investment Counsel
3779
Eliot Finkel Investment Counsel
California
$104M – – 8.25% 88.9% 33 – 0
HIH
3780
HRS Investment Holdings
New York
$104M – – 5.43% 21.5% 79 – 0
APSP
3781
Asset Planning Services (Pennsylvania)
Pennsylvania
$104M +$4.56M +5% 3.9% 62.1% 254 7.87% 0.5
Westbourne Investment Advisors
3782
Westbourne Investment Advisors
Maryland
$104M +$3.92M +4% 5.6% 107% 111 11.71% 0.5
KG Funds Management
3783
KG Funds Management
New York
$104M – – 2.29% 45.8% 6 – 0
Bennicas & Associates
3784
Bennicas & Associates
California
$103M -$3.82M -4% 5.99% 40.3% 88 4.55% 2.2
SAM
3785
Security Asset Management
New York
$103M +$9.31M +10% 8.42% 67.4% 79 11.39% 0.9
Edmond de Rothschild (Italia)
3786
Edmond de Rothschild (Italia)
Italy
$103M +$10.3M +11% 8.84% – 27 37.04% 0.3
Bernicke Wealth Management
3787
Bernicke Wealth Management
Wisconsin
$103M +$4.98M +5% 0.95% – 40 12.5% 0.9
Venator Capital Management
3788
Venator Capital Management
Ontario, Canada
$103M +$30.6M +42% 19.1% 154% 17 41.18% 0.4
TAA
3789
TB Alternative Assets
Cayman Islands
$103M +$29M +40% 29.5% 312% 22 50% 0.6
O'Brien Wealth Partners
3790
O'Brien Wealth Partners
Massachusetts
$102M – – 3.97% 56.7% 28 – 0
L.J. Altfest & Co
3791
L.J. Altfest & Co
New York
$102M +$916K +0.9% 8.12% 90.3% 129 29.46% 1.3
HIM
3792
Hutchens Investment Management
New Hampshire
$102M +$7.02M +7% 8.28% 56.8% 74 45.95% 0.6
McNamara Financial Services
3793
McNamara Financial Services
Massachusetts
$102M +$7.02M +7% 8.28% 42.6% 74 45.95% 0.6
Coyle Financial Counsel
3794
Coyle Financial Counsel
Illinois
$102M -$4.49M -4% 2.2% 62.4% 44 15.91% 1.5
Canaan Partners IX
3795
Canaan Partners IX
California
$102M – – 61.8% – 1 – 0
Proficio Capital Partners
3796
Proficio Capital Partners
Massachusetts
$102M – – 4.09% 97% 874 – 0
Eagle Capital Management (Louisiana)
3797
Eagle Capital Management (Louisiana)
Louisiana
$102M +$16.9M +20% 7.95% 103% 31 16.13% 1.4
Compass Financial Group (Florida)
3798
Compass Financial Group (Florida)
Florida
$102M – – 1.4% 44.1% 16 – 0
EisnerAmper Wealth Management Corporate Benefits
3799
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$102M -$40.2M -28% 2.34% 13% 108 74.07% 0.9
HealthCor Partners Management
3800
HealthCor Partners Management
South Carolina
$102M – – 2.96% – 2 – 0