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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)
AFA
3901
Aurora Financial Advisors
Massachusetts
$140M – – 4.56% – 187 – 0
SL
3902
SIB LLC
New York
$139M -$363K -0.3% 7.02% 29.2% 26 3.85% 3.9
CAC
3903
Certified Advisory Corp
Florida
$139M – – 5.48% 58.2% 732 – 0
MUAMU
3904
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$139M +$11.6M +9% 6.91% 138% 74 32.43% 0.4
GWM
3905
Graybill Wealth Management
Illinois
$139M +$3.53M +3% 5.57% – 52 15.38% 3
SCG
3906
Sonata Capital Group
Washington
$139M +$4.06M +3% 5.05% 57.4% 103 6.8% 2.6
SCA
3907
Stuart Chaussee & Associates
California
$138M +$4.03M +3% 4.86% 58.6% 132 41.67% 0.7
MHIM
3908
MacNealy Hoover Investment Management
Ohio
$138M -$677K -0.5% 5.83% 42.5% 76 1.32% 3.5
SIC
3909
Shoker Investment Counsel
Ohio
$138M +$6.4M +5% 5.3% 83.8% 109 8.26% 3
CWM
3910
Concentric Wealth Management
California
$138M +$6.51M +5% 5.71% 33.4% 90 3.33% 0.9
OFM
3911
Omega Fund Management
Massachusetts
$138M -$38.4M -22% 9.1% 106% 12 8.33% 2
LS
3912
Lattice Strategies
Pennsylvania
$138M +$5.41M +4% 4.38% 19.9% 64 0% 3.6
DDC
3913
Daniel Devine & Co
Florida
$138M +$7.4M +6% 6.12% 34.2% 50 6% 2.4
MA
3914
Menlo Advisors
California
$138M +$6.68M +5% 6.64% 108% 43 0% 3
MCA
3915
Mercer Capital Advisers
New Jersey
$138M +$3.4M +3% 6.52% 59.6% 251 6.37% 2.7
TLIC
3916
Taiyo Life Insurance Company
Japan
$138M – – 4.3% 79.2% 4 – 0
SC
3917
Spindletop Capital
New York
$138M +$8.2M +6% 9.03% – 11 9.09% 2.4
BIA
3918
BMT Investment Advisors
Pennsylvania
$138M +$29.7M +27% 4.82% – 82 9.76% 0.2
A
3919
Abingworth
United Kingdom
$138M -$6.42M -4% 5.42% 184% 18 5.56% 1.7
SC
3920
Scholtz & Company
Connecticut
$138M +$10.2M +8% 9.04% 89.2% 78 44.87% 0.8
SC
3921
Schooner Capital
Florida
$138M -$41.5M -23% 3.01% 31.1% 1 0% 4.5
BCC
3922
Bridge City Capital
Oregon
$138M +$3.99M +3% 6.35% 120% 95 9.47% 0.5
ATC
3923
Adirondack Trust Company
New York
$138M +$10.4M +8% 6.22% 96.8% 332 4.22% 3.5
KC
3924
KHP Capital
Oklahoma
$138M – – 4.22% – 65 – 0
KDA
3925
KPCB DGF Associates
California
$138M +$1.07M +0.8% 12.9% – 3 0% 1.9