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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)
Birchview Capital
3851
Birchview Capital
Vermont
$160M +$53.9M +51% 58.2% 327% 55 7.27% 2
CAN
3852
Claraphi Advisory Network
United States
$160M +$28.8M +22% 14.9% 88.3% 257 28.02% 0.8
Bernicke Wealth Management
3853
Bernicke Wealth Management
Wisconsin
$159M +$13.9M +10% 7.55% – 47 2.13% 2.5
REMS
3854
Real Estate Management Services
$159M -$28M -15% 15.9% 67.2% 30 10% 2.4
RG
3855
Riverstone Group
Virginia
$159M +$76.2M +92% 35.9% 305% 5 60% 0.3
ShawSpring Partners
3856
ShawSpring Partners
Massachusetts
$159M +$62.3M +65% 56.6% 3.53% 4 25% 0.2
Providence Capital Advisors
3857
Providence Capital Advisors
North Carolina
$159M +$13.4M +9% 12.4% 47.4% 346 34.1% 0.7
Affiance Financial
3858
Affiance Financial
Minnesota
$159M +$7.49M +5% 11.4% 57.8% 94 5.32% 3
USA Financial Formulas
3859
USA Financial Formulas
Michigan
$159M -$243M -60% 12.7% 104% 404 89.36% 0.3
BP Capital Fund Advisors
3860
BP Capital Fund Advisors
Texas
$159M +$15.2M +11% 18.1% 17.9% 60 30% 1.5
Cincinnati Specialty Underwriters Insurance
3861
Cincinnati Specialty Underwriters Insurance
Ohio
$159M +$20.1M +14% 13.9% 115% 33 0% 3.9
Oak Grove Capital
3862
Oak Grove Capital
New Hampshire
$159M +$46.7M +42% 17.7% 470% 71 25.35% 0.8
O'Dell Group
3863
O'Dell Group
Ohio
$159M +$22.8M +17% 13.7% 72.2% 53 16.98% 1.3
Pettee Investors
3864
Pettee Investors
Connecticut
$158M +$17.5M +12% 10% 96.1% 115 8.7% 2.8
SimpliFi Inc
3865
SimpliFi Inc
California
$158M +$20.1M +15% 6.02% 27.9% 18 11.11% 0.8
Boyd Watterson Asset Management
3866
Boyd Watterson Asset Management
Ohio
$158M +$21.4M +16% 11.9% 101% 126 16.67% 3.7
Peoples Bank (Ohio)
3867
Peoples Bank (Ohio)
Ohio
$158M +$9.5M +6% 8.98% 78.9% 107 14.02% 2.5
SYM Financial Corp
3868
SYM Financial Corp
Indiana
$158M -$93M -37% 6.9% 64.3% 83 24.1% 0.9
IRON Financial
3869
IRON Financial
Illinois
$158M +$29.6M +23% 8.31% 60.6% 101 28.71% 1.8
Horan Capital Advisors
3870
Horan Capital Advisors
Ohio
$158M +$8.62M +6% 12% 26.6% 267 72.66% 0.8
DIM
3871
DC Investments Management
Virginia
$158M +$35.1M +29% 13.3% 56.3% 283 31.1% 0.7
GQ Asset Management
3872
GQ Asset Management
New York
$158M – – 4.43% – 142 – 0
Canal Capital Management
3873
Canal Capital Management
Virginia
$158M +$10.1M +7% 10.4% 67.8% 122 25.41% 2.3
Kemper Corp Master Retirement Trust
3874
Kemper Corp Master Retirement Trust
Illinois
$158M +$17.5M +12% 13.3% 21.9% 39 0% 4.8
FC Advisory
3875
FC Advisory
Pennsylvania
$158M +$12M +8% 9.58% 46.6% 53 11.32% 2.6