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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)
GP
4251
Geneva Partners
Wisconsin
$128M +$4.65M +4% 4.38% 401% 79 31.65% 1.5
SAM
4252
Shamrock Asset Management
Texas
$128M -$13M -9% 0.69% 31% 273 16.12% 3.1
AIM
4253
Advantage Investment Management
Iowa
$128M -$2.63M -2% 0.2% 28.6% 993 11.48% 2.9
FFC
4254
First Financial Corp
Indiana
$128M +$4.53M +4% 3.38% 95.3% 388 22.42% 4
CT
4255
Clearstead Trust
Maine
$128M +$3.04M +2% 2.64% 111% 208 7.21% 1.6
9WM
4256
9258 Wealth Management
Ohio
$128M +$4.12M +3% 1.73% 49.6% 196 13.78% 0.6
DACG
4257
Donor Advised Charitable Giving
California
$128M +$4.19M +3% 5.98% 365% 56 8.93% 0.6
GSM
4258
Global Strategic Management
Puerto Rico
$128M +$13.3M +12% 6.04% – 39 25.64% 0.5
JC
4259
JCSD Capital
California
$128M -$20.3M -14% 0.05% – 59 16.95% 1.6
IVGAI
4260
Index Venture Growth Associates I
Jersey
$128M -$11.7M -8% 12.6% 30.9% 2 0% 0.8
SCM
4261
SkyTop Capital Management
New Jersey
$128M +$10.1M +9% 6.76% 50.2% 19 42.11% 0.7
KAM
4262
Knightsbridge Asset Management
California
$127M -$17.7M -12% 1.85% 150% 31 16.13% 2.6
OBWP
4263
O'Brien Wealth Partners
Massachusetts
$127M -$9.38M -7% 0.89% 56.7% 41 19.51% 2.1
MWC
4264
MBM Wealth Consultants
Missouri
$127M +$6.97M +6% 0.79% 52.6% 231 10.82% 0.7
FF
4265
Friedenthal Financial
New Jersey
$127M +$10.8M +9% 1.81% 111% 67 35.82% 2.1
GCM
4266
GoodHaven Capital Management
New Jersey
$127M +$3.53M +3% 2.26% 80.7% 23 4.35% 3.8
BSAM
4267
Blue Square Asset Management
New York
$127M – – 1.06% 104% 80 – 0
MCM
4268
Marcato Capital Management
California
$127M -$135M -52% 5.41% 142% 8 50% 2.1
PCAP
4269
Pratt Collard Advisory Partners
New York
$127M +$139K +0.1% 1.38% 91.7% 106 3.77% 1.5
GAAM
4270
Guinness Atkinson Asset Management
California
$127M -$8.03M -6% 2.89% 132% 65 3.08% 3.9
EGWAG
4271
Elwood & Goetz Wealth Advisory Group
Georgia
$126M +$9.74M +8% 0.09% 58.2% 31 9.68% 0.7
MSWM
4272
Mader & Shannon Wealth Management
Missouri
$126M +$8.64M +7% 3.05% 53.1% 23 43.48% 0.5
RIM
4273
Reliant Investment Management
Tennessee
$126M -$5.95M -4% 1.92% 129% 54 22.22% 2.5
WSL
4274
Western Standard LLC
California
$126M -$9.08M -7% 2.48% 83.7% 53 52.83% 0.8
RMSCM
4275
R.M. Sincerbeaux Capital Management
New York
$126M +$3.39M +3% 0.66% 76.4% 52 7.69% 4.6