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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)
RHDIC
3876
R.H. Dinel Investment Counsel
California
$85.4M +$286K +0.3% 2.78% 34.1% 54 9.26% 9.1
PP
3877
Pension Partners
New York
$85M -$1.93M -2% 5.33% – 11 18.18% 2.5
JFA
3878
Johanson Financial Advisors
California
$85M +$3.79M +5% 0.99% 101% 75 13.33% 1.8
TIA
3879
Trust Investment Advisors
Indiana
$85M -$3.75M -4% 1.34% 167% 93 16.13% 6
CFS
3880
Commonwealth Financial Services
West Virginia
$84.9M +$17.4M +26% 4.02% 58.2% 264 12.88% 4.8
SCP
3881
Syntal Capital Partners
Texas
$84.8M +$2.47M +3% 5.68% 102% 70 35.71% 4.7
SAMC
3882
Spectrum Asset Management (California)
California
$84.7M +$4.92M +6% 3.99% 62.9% 55 23.64% 4.2
CNFG
3883
Creegan & Nassoura Financial Group
New Hampshire
$84.6M +$11K +0% 5.6% 52.6% 72 4.17% 5.5
ECM
3884
Engine Capital Management
New York
$84M -$10.2M -11% 10.3% 21.1% 45 40% 1.4
SCA
3885
Sippican Capital Advisors
Massachusetts
$84M +$5.48M +7% 7.22% 90.1% 100 7% 6.3
ODCM
3886
Old Dominion Capital Management
Virginia
$83.9M +$225K +0.3% 2.8% 45.9% 48 16.67% 8.1
CSUI
3887
Cincinnati Specialty Underwriters Insurance
Ohio
$83.6M +$9.01M +12% 2.37% 115% 29 13.79% 9.7
FCM
3888
Fairbanks Capital Management
California
$83.4M – – 4.04% 81.3% 25 – 0
ACM
3889
Archon Capital Management
Washington
$83.1M -$17.8M -18% 9.71% 222% 34 55.88% 2.6
WOA
3890
Water Oak Advisors
Florida
$82.9M -$28.7M -26% 0.36% 12.9% 17 29.41% 4.9
GC
3891
Gruss & Co
Florida
$82.8M +$10M +14% 0.88% 163% 43 20.93% 4.9
HVC
3892
Healthcare Value Capital
New Jersey
$82.5M +$14.4M +21% 30.4% 19% 33 30.3% 3.7
WAS
3893
Winch Advisory Services
Wisconsin
$82.5M +$20.5M +33% 1.53% 80.8% 315 30.16% 3.5
TF
3894
Trutina Financial
Washington
$82.2M -$7.18M -8% 4.82% 20.5% 66 10.61% 8.5
BCM
3895
Boyle Capital Management
Iowa
$82.1M -$1.36M -2% 5.57% 19.5% 28 35.71% 5.3
EM
3896
Emancipation Management
New York
$82M +$5.65M +7% 8.71% 45.8% 53 26.42% 2.7
TSP
3897
Tappan Street Partners
Illinois
$81.8M -$197K -0.2% 3.38% – 30 33.33% 1.6
SIM
3898
SCGF III Management
California
$81.6M -$31.9M -28% 0.96% – 2 0% 11
MAC
3899
Monarch Alternative Capital
New York
$81.5M -$32.8M -29% 10.2% 497% 5 40% 8.7
KC
3900
Kepos Capital
New York
$81.3M -$29.6M -27% 3.7% 21.1% 12 25% 4.8