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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)
Independent Order of Foresters
3826
Independent Order of Foresters
Ontario, Canada
$120M +$3.48M +3% 1.82% 66.3% 113 3.54% 3.1
RCA
3827
Rex Capital Advisors
Rhode Island
$120M +$4.33M +4% 3.28% 7.31% 37 18.92% 1.6
Investment Counsel
3828
Investment Counsel
Michigan
$120M -$1.04M -0.9% 2.42% 50.1% 60 1.67% 1.4
Bridge City Capital
3829
Bridge City Capital
Oregon
$120M – – 5.11% 120% 91 – 0
Albert D. Mason Inc
3830
Albert D. Mason Inc
Massachusetts
$120M +$1.8M +2% 1.18% 82% 124 3.23% 3
Blankinship & Foster
3831
Blankinship & Foster
California
$119M +$1.34M +1% 1.89% 67.1% 30 16.67% 0.4
Hapanowicz & Associates Financial Services
3832
Hapanowicz & Associates Financial Services
Pennsylvania
$119M +$6.53M +6% 1.55% 58.5% 25 40% 0.4
O'Dell Group
3833
O'Dell Group
Ohio
$119M +$6.38M +6% 2.49% 72.2% 35 11.43% 0.4
RK Asset Management
3834
RK Asset Management
Michigan
$119M -$2.67M -2% 0.06% 47.6% 20 15% 1.9
Clear Perspective Advisors
3835
Clear Perspective Advisors
Illinois
$119M -$32.3M -21% 3.1% 88.5% 508 23.43% 0.4
APSI
3836
Asset Planning Services Inc
Louisiana
$119M +$1.25M +1% 0.81% 138% 35 5.71% 0.5
AIA
3837
AIMZ Investment Advisors
California
$119M +$332K +0.3% 2.14% 81.3% 101 4.95% 2.1
DE
3838
DFT Energy
New York
$119M -$72.8M -38% 18.9% – 19 10.53% 0.5
Johnson Financial Group LLC (Colorado)
3839
Johnson Financial Group LLC (Colorado)
Colorado
$119M +$31M +35% 2.34% 58.7% 74 20.27% 0.4
Alta Park Capital
3840
Alta Park Capital
California
$119M +$20.7M +21% 9.66% 1,071% 34 50% 0.5
MIM
3841
Midwest Investment Management
Ohio
$119M +$1.44M +1% 2.02% 26% 53 5.66% 2.5
PK
3842
Pflug Koory
Nebraska
$118M +$3.98M +3% 2.55% – 421 9.5% 0.5
Physicians Financial Services
3843
Physicians Financial Services
North Carolina
$118M +$2.16M +2% 3.02% 100% 111 3.6% 1.4
FBT
3844
First Bank & Trust
South Dakota
$118M +$2.25M +2% 3.45% 85.6% 275 14.91% 0.5
FA
3845
Financial Advantage
Maryland
$118M -$726K -0.6% 0.5% 24.3% 32 21.88% 2.3
SFA
3846
Staton Financial Advisors
North Carolina
$118M +$1.41M +1% 1.87% – 43 2.33% 1.8
Cascade Investment Advisors
3847
Cascade Investment Advisors
Oregon
$118M +$3.5M +3% 1.16% 71.4% 192 19.79% 0.7
MI
3848
Moneywise Inc
Virginia
$117M +$7.02M +6% 2.35% 58% 39 12.82% 0.6
Pacific Wealth Strategies Group
3849
Pacific Wealth Strategies Group
California
$117M +$1.9M +2% 2.6% 75.5% 78 5.13% 0.5
Heritage Way Advisors
3850
Heritage Way Advisors
Illinois
$117M +$8.67M +8% 2.67% 79.4% 60 10% 0.5