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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)
Corbenic Partners
3776
Corbenic Partners
Pennsylvania
$97.5M -$655K -0.7% 0.2% – 207 11.11% 1.6
Stonepine Capital Management
3777
Stonepine Capital Management
Oregon
$97.5M +$12.7M +15% 6.92% 231% 30 56.67% 0.2
RMSCM
3778
R.M. Sincerbeaux Capital Management
New York
$97.2M +$1.72M +2% 3.96% 76.4% 55 3.64% 2.3
Scholtz & Company
3779
Scholtz & Company
Connecticut
$97.2M -$2.91M -3% 6.99% 89.2% 48 45.83% 0.6
American Trust Investment Advisors
3780
American Trust Investment Advisors
New Hampshire
$97.1M +$83K +0.1% 1.93% 91% 75 16% 1
WESPAC Advisors
3781
WESPAC Advisors
California
$96.7M +$16.3M +20% 6.32% 112% 130 50% 0.6
Pecaut & Co
3782
Pecaut & Co
Iowa
$96.6M -$2.01M -2% 2.43% 67.6% 53 20.75% 1.7
VHCP Management
3783
VHCP Management
New York
$96.5M -$18.7M -16% 7.09% 234% 24 8.33% 1.3
Michael & Susan Dell Foundation
3784
Michael & Susan Dell Foundation
New York
$96.4M -$6.58M -6% 4.46% 238% 8 12.5% 1.7
KCP
3785
Kenmare Capital Partners
New York
$96.4M -$2.42M -2% 0.83% 48.8% 16 25% 1.5
HM Capital Management
3786
HM Capital Management
Missouri
$96.1M +$6.13M +7% 1.6% 29.6% 38 5.26% 1.8
PIM
3787
Parasol Investment Management
Illinois
$95.9M -$6.73M -7% 2.63% 20.9% 160 18.13% 1.9
Taylor Frigon Capital Management
3788
Taylor Frigon Capital Management
Arizona
$95.9M +$1.43M +2% 2.17% 152% 95 12.63% 1.1
Newfound Research
3789
Newfound Research
Massachusetts
$95.9M +$3.42M +4% 2.19% 54.6% 193 68.39% 0.1
Clear Investment Research
3790
Clear Investment Research
Georgia
$95.7M -$26.4M -22% 1.99% 48.5% 31 9.68% 1
Corrigan Financial
3791
Corrigan Financial
Rhode Island
$95.7M -$3M -3% 1.81% 9.54% 47 23.4% 0.5
FWCM
3792
Fort Warren Capital Management
Massachusetts
$95.7M +$354K +0.4% 11.1% – 19 63.16% 0.3
Compass Financial Group (Florida)
3793
Compass Financial Group (Florida)
Florida
$95.6M -$713K -0.7% 1.5% 44.1% 14 7.14% 0.5
Somerset Group
3794
Somerset Group
Minnesota
$95.5M +$3.48M +4% 2.77% 84.6% 75 20% 2
Abingworth
3795
Abingworth
United Kingdom
$95.5M -$12.1M -11% 3.23% 187% 21 14.29% 1.3
RCA
3796
Rex Capital Advisors
Rhode Island
$95.5M -$1.49M -2% 5.45% 7.31% 34 38.24% 1.8
Lombard Odier Transatlantic
3797
Lombard Odier Transatlantic
Quebec, Canada
$95.5M -$10.2M -10% 0.2% – 128 7.03% 1.2
SST
3798
S Squared Technology
New York
$95.4M +$6.74M +8% 4.57% 223% 50 18% 1.9
Nations Financial Group
3799
Nations Financial Group
Iowa
$95.4M +$8.4M +10% 3.56% 105% 153 10.46% 0.4
Bishop & Co Investment Management
3800
Bishop & Co Investment Management
Pennsylvania
$95.1M +$2.5M +3% 2.6% 47.6% 17 17.65% 0.4