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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)
Butensky & Cohen Financial Security
3926
Butensky & Cohen Financial Security
Florida
$111M +$1.66M +2% 1.21% 81% 136 5.15% 2
RMSCM
3927
R.M. Sincerbeaux Capital Management
New York
$111M +$3.37M +3% 2.16% 76.4% 54 1.85% 3
Wheatland Advisors
3928
Wheatland Advisors
Pennsylvania
$111M -$1.04M -0.9% 1.17% 30.5% 94 4.26% 3
BIMC
3929
Benson Investment Management Company
Virginia
$111M +$9.4M +9% 2.55% 99.8% 101 20.79% 0.4
LFWA
3930
LBJ Family Wealth Advisors
Texas
$111M +$5.31M +5% 3.22% 64.9% 17 0% 2.5
Profit Investment Management
3931
Profit Investment Management
Maryland
$111M -$12.6M -10% 4.8% 101% 101 14.85% 3
Bishop & Co Investment Management
3932
Bishop & Co Investment Management
Pennsylvania
$110M +$836K +0.8% 2.55% 47.6% 17 11.76% 1.4
Bandera Partners
3933
Bandera Partners
New York
$110M +$5.99M +6% 10.4% 55.4% 14 14.29% 2.2
IP
3934
Investment Partners
Ohio
$110M +$6.17M +6% 1.8% 74.1% 121 10.74% 1.7
Burke & Herbert Bank & Trust
3935
Burke & Herbert Bank & Trust
Virginia
$110M -$1.81M -2% 2.02% 67.8% 140 6.43% 2.8
Cincinnati Specialty Underwriters Insurance
3936
Cincinnati Specialty Underwriters Insurance
Ohio
$110M +$2.76M +3% 3% 115% 33 6.06% 2.8
Sterling Investment Advisors (Missouri)
3937
Sterling Investment Advisors (Missouri)
Missouri
$110M +$5.14M +5% 2.44% 37.8% 26 3.85% 2.2
Northwest Wealth Management
3938
Northwest Wealth Management
Iowa
$110M +$1.48M +1% 0.86% 63.4% 98 8.16% 0.5
Northstar Wealth Partners
3939
Northstar Wealth Partners
Connecticut
$109M +$1.98M +2% 2.3% 36.2% 141 9.22% 0.2
Kalos Management
3940
Kalos Management
Georgia
$109M -$31.7M -22% 2.48% 48.5% 138 33.33% 1.1
Opus Point Partners Management
3941
Opus Point Partners Management
New York
$109M -$25.6M -19% 10.6% 85.2% 74 18.92% 1.1
Wela Strategies
3942
Wela Strategies
Georgia
$109M +$7.04M +7% 1.33% 51.3% 33 9.09% 0.2
Clarus Ventures
3943
Clarus Ventures
Massachusetts
$109M -$25.6M -19% 9.86% 70.3% 6 16.67% 2.4
Kerrisdale Advisers
3944
Kerrisdale Advisers
Florida
$109M +$12M +12% 5.11% 78.8% 20 50% 0.7
CFO4Life Group
3945
CFO4Life Group
Texas
$109M -$1.64M -1% 3.39% 56.7% 101 19.8% 0.2
WA1
3946
Wimmer Associates 1
California
$109M +$1.62M +2% 3.2% 78.9% 110 1.82% 1.3
Tieton Capital Management
3947
Tieton Capital Management
Washington
$108M -$6.94M -6% 4.29% 172% 29 6.9% 2.3
Spectrum Asset Management (California)
3948
Spectrum Asset Management (California)
California
$108M -$501K -0.5% 3.24% 68.3% 73 15.07% 1.3
SCM
3949
Sorin Capital Management
Connecticut
$108M +$41.8M +63% 6.68% 28% 18 88.89% 0.1
Pivot Point Capital Partners
3950
Pivot Point Capital Partners
California
$108M -$43.4M -29% 0.93% 30.3% 9 44.44% 2.5