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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
Sander Capital Advisors
Washington
$151M -$6.43M -4% 1.3% 68.8% 11 27.27% 1.3
CIM
3952
Courant Investment Management
Tennessee
$151M -$11.9M -7% 0.33% 35.2% 13 23.08% 1.7
VST
3953
Van Strum & Towne
California
$151M +$10.7M +8% 0.07% 62.2% 80 13.75% 4.1
BRA
3954
Biechele Royce Advisors
Indiana
$151M -$230K -0.2% 2.87% 39.2% 40 5% 1.5
TA
3955
TFG Advisers
Michigan
$151M +$4.59M +3% 2.39% 61.8% 164 7.32% 0.7
VFPI
3956
Vantage Financial Partners (Illinois)
Illinois
$151M -$4.41M -3% 0.53% 13.1% 87 22.99% 1.5
HFS
3957
Howard Financial Services
Texas
$151M +$4.78M +3% 0.96% 55.9% 118 6.78% 0.6
FSA
3958
Financial Services Advisory
Maryland
$151M -$2.4M -2% 1.41% 75.8% 25 28% 0.4
SWMG
3959
Signature Wealth Management Group
Georgia
$151M +$1.28M +0.9% 1.92% – 81 13.58% 1.4
JIC
3960
JRM Investment Counsel
Nebraska
$151M +$7.2M +5% 2.11% 65.5% 28 10.71% 3.5
ACM
3961
Adalta Capital Management
New York
$151M -$1.2M -0.8% 0.81% 80.4% 96 25% 1.6
BAMG
3962
Brand Asset Management Group
Missouri
$151M -$1.46M -1% 0.12% 70.2% 333 9.31% 0.9
PGWM
3963
Parisi Gray Wealth Management
New Jersey
$151M +$3.9M +3% 1.44% 120% 104 4.81% 1.6
GTAM
3964
Global Trust Asset Management
Florida
$151M +$1.64M +1% 2.65% 168% 468 21.15% 1.4
LRIA
3965
Leonard Rickey Investment Advisors
Washington
$150M +$1.7M +1% 0.24% 55.9% 83 12.05% 1.2
AWM
3966
Aries Wealth Management
Maine
$150M +$7.3M +5% 1.74% 75% 168 11.31% 1.3
HIS
3967
Horizon Investment Services
Indiana
$150M +$3.13M +2% 4.36% 250% 106 26.42% 2.1
CAGAS
3968
Capital Advisory Group Advisory Services
Minnesota
$150M +$377K +0.3% 0.59% 54.8% 466 8.58% 1.2
CAAS
3969
Capital Asset Advisory Services
Michigan
$150M +$20.4M +16% 1.88% 51% 118 14.41% 1.5
Qube Research & Technologies (QRT)
3970
Qube Research & Technologies (QRT)
United Kingdom
$150M -$270M -64% 0.09% 69.2% 505 76.44% 0.3
BC
3971
Birchview Capital
Vermont
$150M -$14.4M -9% 2.44% 327% 55 10.91% 2.3
JAM
3972
JLP Asset Management
New York
$150M -$2.76M -2% 6.95% 16.1% 31 9.68% 0.7
AWMS
3973
Advocacy Wealth Management Services
Georgia
$150M +$11.7M +8% 0.49% 48.3% 192 27.08% 2.2
OCM
3974
Ogborne Capital Management
California
$150M -$32.8M -18% 2.68% 251% 13 53.85% 0.6
AF
3975
Aldebaran Financial
$150M +$5.07M +4% 1.82% 89.7% 96 9.38% 4