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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)
Somerset Group
3951
Somerset Group
Minnesota
$110M +$1.64M +2% 3.75% 84.6% 73 6.85% 2.9
AMAL
3952
Asset Management Advisors LLC
Oklahoma
$110M -$2.86M -3% 3.82% 124% 26 7.69% 2.5
Jentner Corp
3953
Jentner Corp
Ohio
$109M +$3.32M +3% 2.7% 38.9% 29 0% 0.7
Raffles Associates
3954
Raffles Associates
New York
$109M +$2.62M +2% 0.12% 50% 52 23.08% 2.2
Kopp Investment Advisors
3955
Kopp Investment Advisors
Minnesota
$109M -$2.59M -2% 1.64% 109% 70 15.71% 2.6
Orinda Asset Management
3956
Orinda Asset Management
California
$109M -$20M -15% 1.95% 28.4% 50 44% 1.1
NGP MR Management
3957
NGP MR Management
Texas
$109M +$14.9M +16% 4.4% 21.9% 2 0% 2.8
Robinson Value Management
3958
Robinson Value Management
Texas
$109M +$1.93M +2% 3.37% 79.3% 70 20% 0.6
AUA Capital Management
3959
AUA Capital Management
Pennsylvania
$109M -$2.48M -2% 3.03% 70.2% 209 2.39% 0.7
Madrona Financial Services
3960
Madrona Financial Services
Washington
$109M +$10.2M +10% 3.85% 75.4% 38 10.53% 1.8
WA1
3961
Wimmer Associates 1
California
$109M -$14K -0% 4.56% 78.9% 113 8.85% 1.5
HCM
3962
Hall Capital Management
Rhode Island
$109M +$2.18M +2% 3.14% – 85 2.35% 2.2
BMT Investment Advisors
3963
BMT Investment Advisors
Pennsylvania
$108M – – 3.65% – 76 – 0
TMD & Associates
3964
TMD & Associates
Arizona
$108M +$2.92M +3% 3.21% 20.5% 21 9.52% 1.3
Marshall & Sullivan
3965
Marshall & Sullivan
Washington
$108M -$7.99M -7% 3.79% 82% 42 7.14% 3.4
AM
3966
Account Management
Massachusetts
$108M +$10M +10% 4.24% 87.4% 23 8.7% 2.8
O'Keefe Stevens Advisory
3967
O'Keefe Stevens Advisory
New York
$108M – – 6.11% 208% 44 – 0
Iron Gate Global Advisors
3968
Iron Gate Global Advisors
Utah
$107M +$16.5M +18% 2.39% 106% 56 35.71% 0.2
Glen Eagle Advisors
3969
Glen Eagle Advisors
New Jersey
$107M -$18M -14% 4.23% 68.5% 659 15.93% 0.6
Ironwood Wealth Management (Arizona)
3970
Ironwood Wealth Management (Arizona)
Arizona
$107M – – 2.92% 31.1% 90 – 0
United Bank (Georgia)
3971
United Bank (Georgia)
Georgia
$107M -$1.11M -1% 3.76% 81.2% 73 6.85% 0.7
LCNB Corp
3972
LCNB Corp
Ohio
$107M +$4.23M +4% 4.37% 75.2% 116 5.17% 0.7
Millrace Asset Group
3973
Millrace Asset Group
Pennsylvania
$106M +$910K +0.9% 10.7% 113% 78 43.59% 0.7
Wela Strategies
3974
Wela Strategies
Georgia
$106M -$2.55M -2% 2.07% 51.3% 37 27.03% 0.4
Beaton Management Company
3975
Beaton Management Company
Massachusetts
$106M +$5.34M +5% 3.87% 95.9% 116 6.9% 0.2