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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)
AIM
3976
Aspen Investment Management
Michigan
$150M -$2.21M -1% 0.8% 84.9% 136 3.68% 4.6
SC
3977
Scholtz & Company
Connecticut
$150M -$4.69M -3% 3.26% 89.2% 64 26.56% 1.4
SFC
3978
SYM Financial Corp
Indiana
$150M -$6.15M -4% 1.71% 56% 76 21.05% 1.3
1NWS
3979
1 North Wealth Services
Maryland
$150M – – 2.3% – 349 – 0.7
UTC
3980
Unified Trust Company
Kentucky
$150M +$5.88M +4% 2.21% 69.7% 60 20% 0.6
BT
3981
Brandywine Trust
Delaware
$149M +$7.93M +6% 3.04% 32.7% 42 11.9% 3.6
CA
3982
Continuum Advisory
Idaho
$149M +$3.79M +3% 0.99% 77% 137 8.76% 1.5
MS
3983
Mizuho Securities
Japan
$149M +$72.5M +94% 1.72% 109% 181 44.75% 0.4
CAM
3984
Crown Advisors Management
California
$149M +$4.93M +3% 3.24% 284% 55 34.55% 0.9
AFA
3985
Alta Fundamental Advisers
New York
$149M -$4.17M -3% 2.6% 340% 21 28.57% 1.5
CWM
3986
Cedar Wealth Management
California
$149M -$5.27M -3% 2.64% 68.1% 177 17.51% 1.9
CGI
3987
Cougar Global Investments
Ontario, Canada
$149M +$1.64M +1% 0.36% 17.4% 19 0% 1.4
PCM
3988
Peak Capital Management
Colorado
$149M +$2.52M +2% 2.91% 9.52% 24 0% 1.8
PSC
3989
Prentiss Smith & Co
Vermont
$149M -$4.09M -3% 0.53% 63.9% 64 9.38% 4
NCM
3990
Next Capital Management
New York
$149M -$40K -0% 0.15% 61.3% 915 75.52% 0.6
DCM
3991
Delta Capital Management
New Jersey
$149M -$9.62M -6% 0.87% 125% 65 1.54% 4.2
SCM
3992
Springhouse Capital Management
Connecticut
$149M -$28.6M -16% 3.12% 52% 21 28.57% 1.3
HBWM
3993
Hollow Brook Wealth Management
New York
$149M +$38.5M +35% 1.53% 92.8% 57 15.79% 3.2
MCP
3994
Martin Capital Partners
Oregon
$149M +$7.23M +5% 2.07% 42.3% 56 16.07% 1.3
AAM
3995
Augustine Asset Management
Florida
$149M +$3.31M +2% 3.36% 316% 76 22.37% 2.5
Quantinno Capital Management
3996
Quantinno Capital Management
New York
$148M -$21.9M -13% 2.83% 119% 571 61.82% 0.3
BWM
3997
BigSur Wealth Management
Florida
$148M +$5.07M +4% 0.68% 94.8% 105 7.62% 2
AIC
3998
Ayalon Insurance Company
Israel
$148M +$403K +0.3% 1.49% 99.6% 121 14.05% 1.5
MSFP
3999
Mark Sheptoff Financial Planning
Connecticut
$148M +$1.83M +1% 2.55% 92.4% 408 22.3% 3.3
AIA
4000
Arcadia Investment Advisors
Idaho
$148M +$995K +0.7% 0.46% 56.4% 76 14.47% 1.4