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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)
SIAM
4126
Sterling Investment Advisors (Missouri)
Missouri
$121M +$3.46M +3% 3.02% 37.8% 28 0% 2.5
CC
4127
Colrain Capital
Massachusetts
$121M -$96.7M -44% 5.98% – 59 32.2% 3.6
GBA
4128
Garrison Bradford & Associates
New York
$121M +$1.44M +1% 6.42% 63.5% 90 7.78% 2.9
CCS
4129
Crosspoint Capital Strategies
California
$121M -$8.28M -6% 13.2% – 148 35.81% 0.9
BCFS
4130
Butensky & Cohen Financial Security
Florida
$121M +$8.12M +7% 6.25% 81% 77 5.19% 2.7
FMTCOCP
4131
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$121M +$4.31M +4% 6.65% 65.5% 283 6.36% 0.9
DC
4132
DeDora Capital
California
$121M – – 5.67% 81.7% 87 – 0
CM
4133
CoreCommodity Management
Connecticut
$121M +$15M +14% 6.92% 65.8% 215 31.16% 2
MCM
4134
Mainstay Capital Management
Michigan
$121M – – 8.12% 131% 413 – 0
FCMT
4135
Founders Capital Management (Texas)
Texas
$121M -$80K -0.1% 6.73% 131% 427 21.08% 0.6
BP
4136
Broadleaf Partners
Ohio
$120M – – 9.61% 180% 54 – 0
LCM
4137
Leisure Capital Management
California
$120M +$6.37M +6% 7.15% 98% 118 11.02% 2.1
FG
4138
FSI Group
Ohio
$120M -$20.9M -15% 6.37% 44.1% 51 58.82% 0.7
PAPAIJV
4139
Paragon Associates & Paragon Associates II Joint Venture
Texas
$120M +$3.1M +3% 7.07% 168% 26 34.62% 1.3
SI
4140
SimpliFi Inc
California
$120M – – 1.63% 26.7% 14 – 0
UC
4141
Unio Capital
New Jersey
$120M – – 7.72% 97.8% 86 – 0
HI
4142
Harrington Investments
California
$120M +$15.4M +15% 7.1% 109% 83 21.69% 0.2
JC
4143
JCSD Capital
California
$120M +$14M +13% 0.81% – 41 24.39% 1.3
EIG
4144
Ellenbecker Investment Group
Wisconsin
$120M – – 3.5% 56.3% 45 – 0
DACG
4145
Donor Advised Charitable Giving
California
$120M – – 7.81% 365% 15 – 0
SG
4146
Somerset Group
Minnesota
$120M +$9.96M +9% 7.39% 84.6% 75 12% 2.9
CSUI
4147
Cincinnati Specialty Underwriters Insurance
Ohio
$120M +$5.46M +5% 8.95% 115% 33 9.09% 3.2
OIWM
4148
OptiFour Integrated Wealth Management
Virginia
$120M – – 3.23% – 61 – 0
LI
4149
Longer Investments
Arkansas
$120M +$7.38M +7% 4.67% 20.4% 45 35.56% 2.1
PI
4150
Pachira Investments
California
$119M +$5.89M +5% 5.52% 82.3% 11 36.36% 0.7