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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
UA
3876
Unison Advisors
District of Columbia
$136M +$2.65M +2% 1.77% 54.6% 184 30.98%
AIS
3877
Accurate Investment Solutions
Pennsylvania
$136M +$3.94M +3% 1.29% 6.74% 577 11.27%
MAG
3878
Mokosak Advisory Group
Iowa
$136M +$6.93M +5% 1.92% 42.7% 10 0%
SJIM
3879
St. Johns Investment Management
Florida
$136M +$3.79M +3% 2.9% 67.1% 211 18.01%
BAM
3880
Boyar Asset Management
New York
$136M -$1.56M -1% 2.24% 58.4% 66 6.06%
BFC
3881
Bedel Financial Consulting
Indiana
$136M +$4.41M +3% 4.26% 96.7% 750 11.33%
LD
3882
Lipe & Dalton
New York
$136M -$3.86M -3% 0.67% 89.6% 82 17.07%
MA
3883
Menlo Advisors
California
$136M -$2.33M -2% 0.82% 81.9% 43 9.3%
DADR
3884
Dynamo Administracao de Recursos
Brazil
$136M -$16M -11% 17.1% 350% 3 0%
PFO
3885
Pathstone Family Office
New Jersey
$136M -$43.3M -24% 0.1% 39.3% 385 61.56%
LSC
3886
Lesa Sroufe & Co
Washington
$136M +$8.24M +6% 2.05% 63 9.52%
EM
3887
Endicott Management
New York
$136M -$17.4M -11% 8.27% 229% 10 30%
OFM
3888
Omega Fund Management
Massachusetts
$136M +$33.8M +33% 0.89% 112% 13 15.38%
CHA
3889
Cooper/Haims Advisors
New York
$135M +$21.7M +19% 0.42% 41.9% 61 26.23%
MP
3890
Marlowe Partners
New York
$135M +$39.2M +41% 0.88% 16.3% 7 28.57%
MSFP
3891
Mark Sheptoff Financial Planning
Connecticut
$135M -$8.93M -6% 2.3% 85.8% 406 14.04%
RHI
3892
Richmond Hill Investments
New York
$135M -$2.15M -2% 10.5% 55.2% 8 12.5%
RHCA
3893
Rosenthal Henry Capital Advisors
Indiana
$135M +$9.17M +7% 4.51% 61.7% 62 1.61%
SWMG
3894
Signature Wealth Management Group
Georgia
$135M +$5.48M +4% 4.06% 359 10.58%
BP
3895
Bandera Partners
New York
$135M +$1.35M +1% 7.35% 27.6% 27 55.56%
RCM
3896
RB Capital Management
Nevada
$135M +$7.79M +6% 2.98% 73.5% 144 7.64%
DE
3897
Day & Ennis
Georgia
$135M +$12.7M +10% 1.04% 15.2% 83 10.84%
CF
3898
Corrigan Financial
Rhode Island
$135M +$4.94M +4% 2.98% 9.54% 59 3.39%
EWF
3899
Epstein & White Financial
California
$135M -$21.2M -14% 2.28% 51% 117 22.22%
IP
3900
Investment Partners
Ohio
$135M +$391K +0.3% 2.15% 58.7% 158 8.86%