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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)
IC
4001
Intel Corp
California
$151M -$183M -55% 50.7% 9.79% 8 37.5% 0.9
FRM
4002
Fox Run Management
Connecticut
$151M -$26.5M -15% 2.55% 64% 727 84.46% 0.1
CCM
4003
Consolidated Capital Management
California
$151M -$9.17M -6% 4.91% 166% 40 12.5% 2.1
OCU
4004
ORIX Corporation USA
Texas
$150M -$38M -20% 2.88% – 1 0% 1.5
IGGA
4005
Iron Gate Global Advisors
Utah
$150M -$99.4M -40% 5.52% 106% 81 25.93% 1.2
HRC
4006
Hoertkorn Richard Charles
$150M -$396K -0.3% 4.81% 172% 88 5.68% 4.2
SI
4007
Shaker Investments
Ohio
$150M +$5.8M +4% 6.84% 205% 92 21.74% 1.6
Maven Securities
4008
Maven Securities
Jersey
$150M +$37.5M +33% 7.07% 135% 115 77.39% 0.3
BCFS
4009
Butensky & Cohen Financial Security
Florida
$150M +$12.2M +9% 2.64% 81% 82 1.22% 3.7
CAGAS
4010
Capital Advisory Group Advisory Services
Minnesota
$150M +$10.4M +7% 2.73% 54.8% 459 10.46% 1
DJC
4011
Daily Journal Corp
California
$150M +$2.22M +2% 1.65% 108% 4 0% 5.5
SWMG
4012
Signature Wealth Management Group
Georgia
$150M +$6.94M +5% 2.66% – 80 15% 1.2
LHC
4013
Little House Capital
Massachusetts
$150M +$16.3M +12% 3.82% 108% 302 66.23% 0.5
SC
4014
Sawyer & Company
Massachusetts
$149M -$3.38M -2% 2.5% 97.4% 179 4.47% 1.4
FFG
4015
Frisch Financial Group
New York
$149M -$14M -9% 2.81% 66.6% 108 12.96% 0.4
PWS
4016
Peloton Wealth Strategists
Indiana
$149M +$4.91M +3% 4.99% 51.3% 70 17.14% 2.5
PCM
4017
Poehling Capital Management
Wisconsin
$149M +$12M +9% 2.72% 70.9% 108 12.04% 1.3
NCM
4018
Next Capital Management
New York
$149M +$30.9M +26% 3.48% 61.3% 907 74.86% 0.1
BIA
4019
Bigelow Investment Advisors
Maine
$149M +$4.95M +3% 2.95% 75.7% 155 6.45% 1.2
SAM
4020
Selway Asset Management
$149M -$386K -0.3% 2.41% 36.5% 77 6.49% 3.2
GTAM
4021
Global Trust Asset Management
Florida
$149M +$14.2M +10% 4.05% 168% 471 16.77% 1.1
AIA
4022
Allied Investment Advisors
Montana
$149M +$4.87M +3% 2.09% 68.4% 48 6.25% 1.3
SHI
4023
SV Health Investors
Massachusetts
$149M -$21.5M -13% 16.6% 97.4% 9 11.11% 2.4
RBFC
4024
Roman Butler Fullerton & Co
Missouri
$149M +$5.81M +4% 4.73% 121% 184 12.5% 0.4
LRIA
4025
Leonard Rickey Investment Advisors
Washington
$149M +$10.5M +8% 2.4% 55.9% 79 13.92% 1