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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)
MLFP
3901
MPS Loria Financial Planners
Illinois
$139M -$20.5M -13% 14.2% 80% 80 15% 1.3
WC
3902
Westwind Capital
New Mexico
$139M -$19.2M -12% 14.8% 87.6% 49 16.33% 0.8
PCM
3903
Peak Capital Management
Colorado
$139M +$3.22M +2% 5.64% 9.52% 75 56% 1.3
CCM
3904
Callodine Capital Management
Massachusetts
$139M – – 13% 53.8% 33 – 0
BRA
3905
Biechele Royce Advisors
Indiana
$139M -$20.7M -13% 15.3% 39.2% 51 17.65% 0.8
CWM
3906
Cedar Wealth Management
California
$139M -$51.2M -27% 14.4% 68.1% 199 25.63% 1.5
BFC
3907
Bedel Financial Consulting
Indiana
$139M -$10.9M -7% 5.82% 104% 749 8.14% 0.7
GA
3908
Greytown Advisors
Florida
$139M -$12.4M -8% 11.8% 14.1% 81 14.81% 1.6
CSUI
3909
Cincinnati Specialty Underwriters Insurance
Ohio
$139M -$19.6M -12% 11% 115% 34 5.88% 3.7
CFS
3910
CRA Financial Services
New Jersey
$139M – – 13.7% 91.9% 133 – 0
JSA
3911
Jacobson & Schmitt Advisors
Wisconsin
$139M -$21.6M -13% 10.7% 70.3% 40 7.5% 2.6
FP
3912
FFL Partners
California
$138M -$205M -60% 51.4% 36.1% 2 0% 1.5
GCM
3913
Garland Capital Management
Washington
$138M -$9.33M -6% 8.08% 55.7% 40 15% 3
VCM
3914
Venor Capital Management
New York
$138M -$78M -36% 18.5% – 7 0% 1
SI
3915
SimpliFi Inc
California
$138M -$5.49M -4% 6.3% 26.7% 17 5.88% 0.7
NGA
3916
New Generation Advisors
Massachusetts
$138M -$29.5M -18% 23.9% 45.1% 34 32.35% 1.5
MCM
3917
Mainstay Capital Management
Michigan
$138M -$20M -13% 9.15% 131% 440 81.36% 0.9
BCC
3918
Bain Capital Credit
Massachusetts
$138M -$131M -49% 35.7% 14.4% 21 38.1% 0.5
CL
3919
Chubb Ltd
Switzerland
$138M -$12.9M -9% 7.04% 64.2% 14 7.14% 2.6
CFD
3920
Creative Financial Designs
Indiana
$138M -$36.1M -21% 12.9% 56.2% 820 29.76% 1.4
CIM
3921
Courant Investment Management
Tennessee
$138M -$29.4M -18% 17.6% 35.2% 15 26.67% 1.2
RAM
3922
Riggs Asset Management
Pennsylvania
$138M -$66.6M -33% 11.5% 207% 267 14.98% 2.8
GFS
3923
GYL Financial Synergies
Connecticut
$138M – – 13.2% 36% 143 – 0
BW
3924
Bison Wealth
Georgia
$138M -$15.2M -10% 11% 37.4% 239 19.67% 2.4
PFS
3925
Physicians Financial Services
North Carolina
$138M -$7.91M -5% 11.2% 100% 118 18.64% 2.5