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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 Time
Held (Qtrs)
CFGF
3776
Compass Financial Group (Florida)
Florida
$98.4M +$2.77M +3% 1.23% 44.1% 14 21.43% 2.7
LA
3777
Lau Associates
Delaware
$98.3M +$3.28M +3% 4.74% 44.5% 73 5.48% 9.9
BCIM
3778
Bishop & Co Investment Management
Pennsylvania
$98.2M +$3.1M +3% 3.83% 47.6% 16 0% 2.8
CM
3779
CoreCommodity Management
Connecticut
$97.9M -$3.59M -4% 3% 65.8% 203 10.84% 7
GS
3780
Girard Securities
California
$97.8M -$11.4M -10% 2.61% – 176 18.75% 2.6
SIAM
3781
Sterling Investment Advisors (Missouri)
Missouri
$97.7M +$88K +0.1% 3.47% 37.8% 34 29.41% 6.4
PCM
3782
Panning Capital Management
New York
$97.5M -$20.7M -18% 308% 349% 10 60% 1.3
SG
3783
Somerset Group
Minnesota
$97.4M +$1.89M +2% 3.15% 84.6% 73 6.85% 8.7
LCP
3784
Longhorn Capital Partners
Texas
$97.3M -$11M -10% 3.26% 30.2% 1 0% 13
ETM
3785
Euclidean Technologies Management
Washington
$97.3M +$3.9M +4% 6.72% 124% 62 16.13% 4.5
PFO
3786
Pathstone Family Office
New Jersey
$97.2M -$7.99M -8% 0.96% 38.9% 219 15.98% 3.9
GWCM
3787
Godshalk Welsh Capital Management
Pennsylvania
$96.8M +$1.95M +2% 1.59% 61.1% 135 5.93% 6.1
SC
3788
Scholtz & Company
Connecticut
$96.8M -$451K -0.5% 6.52% 89.2% 42 35.71% 3.4
LFWA
3789
LBJ Family Wealth Advisors
Texas
$96.6M +$7.71M +9% 3.44% 64.9% 16 0% 9.9
TAS
3790
TIFF Advisory Services
Pennsylvania
$96.5M -$6.27M -6% 4.67% 85.9% 2 0% 6.5
DCM
3791
Dean Capital Management
Kansas
$96.4M +$23.5M +32% 8.64% 89.7% 70 25.71% 3.6
PIM
3792
Parasol Investment Management
Illinois
$96.1M +$238K +0.2% 2.17% 20.9% 156 10.9% 8
OIM
3793
Orca Investment Management
Oregon
$95.9M -$6.38M -6% 4.08% 122% 77 18.18% 7.4
HH
3794
HWG Holdings
Texas
$95.2M -$12.5M -12% 8.24% – 48 70.83% 0.8
EDRAML
3795
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$95.2M -$35.5M -27% 3.96% – 101 41.58% 1.8
PCMM
3796
Private Capital Management (Minnesota)
Minnesota
$95.1M -$6.08M -6% 3.07% – 187 12.3% 2.7
DE
3797
Day & Ennis
Georgia
$95M +$2.87M +3% 1.14% 15.2% 81 24.69% 2.4
OFS
3798
Orrstown Financial Services
Pennsylvania
$95M +$2.08M +2% 3.29% – 293 12.97% 6.8
NVIM
3799
New Vernon Investment Management
Illinois
$94.9M -$19.5M -17% 4.38% 83.1% 56 28.57% 5.7
CCI
3800
Credit Capital Investments
New Jersey
$94.9M +$24M +34% 22% 481% 27 33.33% 3.4