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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
HA
4001
HYA Advisors
Missouri
$121M -$34.6M -22% 19.2% 114 14.04%
FRI
4002
FountainCap Research & Investment
China
$121M -$19.1M -14% 1.58% 5.35% 8 37.5%
OCPWS
4003
One Charles Private Wealth Services
Massachusetts
$121M -$30.5M -20% 16.5% 99.7% 36 19.44%
PAM
4004
Pegasus Asset Management
New York
$121M -$30.8M -20% 16.5% 82% 72 6.94%
APSI
4005
Asset Planning Services Inc
Louisiana
$121M -$35.8M -23% 15.6% 113% 40 17.5%
JIC
4006
JRM Investment Counsel
Nebraska
$121M -$43.7M -27% 23.7% 61.2% 29 27.59%
AC
4007
AltraVue Capital
Washington
$121M -$80.2M -40% 19.9% 175% 33 15.15%
SCM
4008
Salem Capital Management
Massachusetts
$121M -$63M -34% 23.1% 32.3% 70 14.29%
LCH
4009
Lee Capital Holdings
New York
$121M +$12.8M +12% 12.8% 34.4% 87 67.82%
CGFA
4010
Colton Groome Financial Advisors
North Carolina
$121M -$18.7M -13% 6.72% 59.3% 75 42.67%
MWC
4011
MBM Wealth Consultants
Missouri
$121M -$14.1M -10% 15.7% 52.6% 219 8.68%
AS
4012
American Securities
New York
$121M -$134M -53% 52.3% 1 0%
EP
4013
Elkhorn Partners
Nebraska
$121M -$53.6M -31% 28.4% 31.5% 42 2.38%
CGI
4014
Cougar Global Investments
Ontario, Canada
$120M -$25.7M -18% 9.24% 17.4% 22 27.27%
MFS
4015
Madrona Financial Services
Washington
$120M -$17.2M -13% 16.8% 75.4% 61 31.15%
DSA
4016
Droms Strauss Advisors
Missouri
$120M -$14.4M -11% 21.5% 56.1% 53 45.28%
BOCM
4017
Bontempo Ohly Capital Management
Maryland
$120M -$29.8M -20% 19.3% 41.5% 40 42.5%
KAH
4018
Kathryn A. Hall
$120M -$41.3M -26% 33.5% 95.2% 37 18.92%
AC
4019
Arjuna Capital
North Carolina
$120M -$18.3M -13% 15.2% 74.9% 98 24.49%
WGCA
4020
Wolf Group Capital Advisors
Virginia
$120M -$32.3M -21% 17.1% 28.2% 86 33.72%
EI
4021
Ethic Inc
New York
$120M -$16.1M -12% 14.8% 95.4% 245 23.27%
GPWA
4022
Great Point Wealth Advisors
Massachusetts
$120M -$42.1M -26% 20.3% 51 31.37%
QPWM
4023
Quadrant Private Wealth Management
Pennsylvania
$120M +$7.87M +7% 20.3% 87.6% 164 42.07%
IWMA
4024
Ironwood Wealth Management (Arizona)
Arizona
$119M -$24M -17% 18.2% 25.4% 54 11.11%
FWM
4025
FSA Wealth Management
Massachusetts
$119M -$22.5M -16% 17% 501 25.15%