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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)
SCA
3951
Strategic Capital Advisers
Colorado
$137M +$35.4M +35% 2.82% 51.4% 67 22.39% 0.4
AIM
3952
Advantage Investment Management
Iowa
$137M -$125M -48% 2.88% 28.6% 1,093 17.66% 2.3
IPGDR
3953
Investidor Profissional Gestao de Recursos
Brazil
$137M -$23.7M -15% 0.87% 51.8% 19 47.37% 0.3
CA
3954
Continuum Advisory
Idaho
$137M +$17.1M +14% 2.79% 77% 160 23.75% 0.8
IAMOG
3955
Investors Asset Management of Georgia
Georgia
$137M +$1.38M +1% 5.23% 113% 153 3.27% 2.8
HWA
3956
Heritage Way Advisors
Illinois
$137M +$7.85M +6% 2.95% 79.4% 64 10.94% 1.2
OA
3957
Opes Advisors
California
$136M +$12.7M +10% 2.13% – 51 31.37% 0.9
IGGA
3958
Iron Gate Global Advisors
Utah
$136M +$4.79M +4% 3.65% 106% 225 76% 0.2
BP
3959
Broadleaf Partners
Ohio
$136M +$6.52M +5% 6.88% 180% 54 3.7% 0.5
PM
3960
Prosight Management
Texas
$136M -$23M -14% 0.09% 39.5% 41 48.78% 0.3
FPGK
3961
Financial Partners Group (Kansas)
Kansas
$136M +$8.83M +7% 3.68% 70.7% 84 16.67% 0.4
POIA
3962
Pin Oak Investment Advisors
Texas
$136M +$12.8M +10% 7.32% 62.7% 470 17.66% 0.4
UA
3963
Unison Advisors
District of Columbia
$136M +$2.65M +2% 1.77% 54.6% 184 30.98% 0.4
AIS
3964
Accurate Investment Solutions
Pennsylvania
$136M +$3.94M +3% 1.29% 6.74% 577 11.27% 1.5
MAG
3965
Mokosak Advisory Group
Iowa
$136M +$6.93M +5% 1.92% 57.1% 10 0% 0.5
SJIM
3966
St. Johns Investment Management
Florida
$136M +$3.79M +3% 2.9% 80.9% 211 18.01% 2.8
BAM
3967
Boyar Asset Management
New York
$136M -$1.56M -1% 2.24% 75.5% 66 6.06% 4.1
BFC
3968
Bedel Financial Consulting
Indiana
$136M +$4.41M +3% 4.26% 104% 750 11.33% 0.3
LD
3969
Lipe & Dalton
New York
$136M -$3.86M -3% 0.67% 101% 82 17.07% 2.7
MA
3970
Menlo Advisors
California
$136M -$2.33M -2% 0.82% 108% 43 9.3% 3.3
DADR
3971
Dynamo Administracao de Recursos
Brazil
$136M -$16M -11% 17.1% 350% 3 0% 0.5
Pathstone Family Office
3972
Pathstone Family Office
New Jersey
$136M -$43.3M -24% 0.1% 38.9% 385 61.56% 1.2
LSC
3973
Lesa Sroufe & Co
Washington
$136M +$8.24M +6% 2.05% – 63 9.52% 2.3
EM
3974
Endicott Management
New York
$136M -$17.4M -11% 8.27% 229% 10 30% 2.6
OFM
3975
Omega Fund Management
Massachusetts
$136M +$33.8M +33% 0.89% 106% 13 15.38% 2