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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)
United Bank (Georgia)
4026
United Bank (Georgia)
Georgia
$98M – – 3.39% 81.2% 68 – 0
GIM
4027
Greenwich Investment Management
Connecticut
$98M -$1.32M -1% 3.14% – 58 15.52% 1.8
Cassaday & Co
4028
Cassaday & Co
Virginia
$98M +$16.7M +20% 4.91% 62.7% 28 17.86% 1.5
Northern Right Capital Management
4029
Northern Right Capital Management
Connecticut
$98M +$56M +133% 11.9% 187% 25 52% 0.5
Godshalk Welsh Capital Management
4030
Godshalk Welsh Capital Management
Pennsylvania
$97.7M +$905K +0.9% 4.47% 61.1% 138 7.97% 1.7
Day & Ennis
4031
Day & Ennis
Georgia
$97.7M +$2.71M +3% 0.56% 15.2% 83 16.87% 0.7
Orrstown Financial Services
4032
Orrstown Financial Services
Pennsylvania
$97.7M +$2.68M +3% 5.87% 73.7% 265 4.53% 2
Compass Financial Group (Florida)
4033
Compass Financial Group (Florida)
Florida
$97.6M -$811K -0.8% 0.84% 44.1% 18 44.44% 0.6
SWM
4034
Strategic Wealth Management
Washington
$97.4M +$63.6M +188% 2.33% 52.8% 25 76% 0.3
OA
4035
Opes Advisors
California
$97.3M – – 0.54% – 38 – 0
Barington Capital Group
4036
Barington Capital Group
New York
$97.2M -$25M -20% 6.48% 71.1% 22 27.27% 0.7
Sterling Investment Advisors (Missouri)
4037
Sterling Investment Advisors (Missouri)
Missouri
$97.1M -$591K -0.6% 1.16% 37.8% 26 7.69% 1.8
Fairbanks Capital Management
4038
Fairbanks Capital Management
California
$96.9M +$4.13M +4% 0.01% 81.3% 29 13.79% 0.4
Armor Investment Advisors
4039
Armor Investment Advisors
North Carolina
$96.9M – – 0.2% 56.6% 141 – 0
Security National Bank of Sioux City Iowa
4040
Security National Bank of Sioux City Iowa
Iowa
$96.2M +$6.72M +8% 3.22% 61% 76 2.63% 2.7
Qualcomm Inc
4041
Qualcomm Inc
California
$96.2M -$485M -83% 0.52% – 96 89.58% 1.2
Forester Capital Management
4042
Forester Capital Management
Illinois
$96M -$10.7M -10% 3.17% 33.2% 63 17.46% 2.4
HIM
4043
Hutchens Investment Management
New Hampshire
$96M -$10.3M -10% 4.07% 56.8% 69 36.23% 1.1
HMS Capital Management
4044
HMS Capital Management
Tennessee
$95.7M -$4.51M -4% 2.62% 140% 131 33.59% 0.2
Kissinger Financial Services
4045
Kissinger Financial Services
Maryland
$95.5M +$3.99M +4% 0.53% – 84 17.86% 0.2
DIS
4046
Diversified Investment Strategies
Louisiana
$95.5M -$6.09M -6% 2.02% 86% 56 21.43% 2.5
Sippican Capital Advisors
4047
Sippican Capital Advisors
Massachusetts
$95.5M +$7.84M +9% 15.6% 81.1% 105 11.43% 1.8
Harvey Partners
4048
Harvey Partners
New York
$95.3M +$11.9M +14% 14.8% 174% 43 51.16% 1
PIM
4049
Parasol Investment Management
Illinois
$95.2M -$965K -1% 3.1% 20.9% 167 12.57% 2.1
Americafirst Capital Management
4050
Americafirst Capital Management
California
$95.1M -$25.2M -21% 4.14% 32.9% 281 60.14% 0.3