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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
FRM
4001
Fox Run Management
Connecticut
$151M -$26.5M -15% 2.55% 64% 727 84.46%
CCM
4002
Consolidated Capital Management
California
$151M -$9.17M -6% 4.91% 159% 40 12.5%
OCU
4003
ORIX Corporation USA
Texas
$150M -$38M -20% 2.88% 1 0%
IGGA
4004
Iron Gate Global Advisors
Utah
$150M -$99.4M -40% 5.52% 106% 81 25.93%
HRC
4005
Hoertkorn Richard Charles
$150M -$396K -0.3% 4.81% 172% 88 5.68%
SI
4006
Shaker Investments
Ohio
$150M +$5.8M +4% 6.84% 205% 92 21.74%
MS
4007
Maven Securities
Jersey
$150M +$37.5M +33% 7.07% 135% 115 77.39%
BCFS
4008
Butensky & Cohen Financial Security
Florida
$150M +$12.2M +9% 2.64% 72.2% 82 1.22%
CAGAS
4009
Capital Advisory Group Advisory Services
Minnesota
$150M +$10.4M +7% 2.73% 54.8% 459 10.46%
DJC
4010
Daily Journal Corp
California
$150M +$2.22M +2% 1.65% 108% 4 0%
SWMG
4011
Signature Wealth Management Group
Georgia
$150M +$6.94M +5% 2.66% 80 15%
LHC
4012
Little House Capital
Massachusetts
$150M +$16.3M +12% 3.82% 108% 302 66.23%
SC
4013
Sawyer & Company
Massachusetts
$149M -$3.38M -2% 2.5% 97.4% 179 4.47%
FFG
4014
Frisch Financial Group
New York
$149M -$14M -9% 2.81% 66.6% 108 12.96%
PWS
4015
Peloton Wealth Strategists
Indiana
$149M +$4.91M +3% 4.99% 51.3% 70 17.14%
PCM
4016
Poehling Capital Management
Wisconsin
$149M +$12M +9% 2.72% 70.9% 108 12.04%
NCM
4017
Next Capital Management
New York
$149M +$30.9M +26% 3.48% 61.3% 907 74.86%
BIA
4018
Bigelow Investment Advisors
Maine
$149M +$4.95M +3% 2.95% 67.1% 155 6.45%
SAM
4019
Selway Asset Management
$149M -$386K -0.3% 2.41% 36.5% 77 6.49%
GTAM
4020
Global Trust Asset Management
Florida
$149M +$14.2M +10% 4.05% 168% 471 16.77%
AIA
4021
Allied Investment Advisors
Montana
$149M +$4.87M +3% 2.09% 60.6% 48 6.25%
SHI
4022
SV Health Investors
Massachusetts
$149M -$21.5M -13% 16.6% 97.4% 9 11.11%
RBFC
4023
Roman Butler Fullerton & Co
Missouri
$149M +$5.81M +4% 4.73% 121% 184 12.5%
LRIA
4024
Leonard Rickey Investment Advisors
Washington
$149M +$10.5M +8% 2.4% 55.9% 79 13.92%
HCA
4025
Horan Capital Advisors
Ohio
$149M -$9.34M -6% 3.35% 26.6% 266 74.06%