We are live on ! Find out more

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)
Wells Trecaso Financial Group
4251
Wells Trecaso Financial Group
Ohio
$145M +$32.7M +29% 21.9% 108% 79 18.99% 1.8
BIMC
4252
Benson Investment Management Company
Virginia
$145M +$20.4M +16% 16.9% 99.8% 61 21.31% 1.8
Arjuna Capital
4253
Arjuna Capital
North Carolina
$145M +$25.1M +21% 22.2% 118% 100 27% 1.4
Crystal Rock Capital Management
4254
Crystal Rock Capital Management
Illinois
$145M +$31.5M +28% 31.8% 164% 34 26.47% 2.5
Madrona Financial Services
4255
Madrona Financial Services
Washington
$145M +$24.2M +20% 15.9% 85.1% 54 27.78% 2.3
BM
4256
Bislett Management
California
$145M +$18.8M +15% 13% 19.8% 19 15.79% 4.6
MYCIO Wealth Partners
4257
MYCIO Wealth Partners
Pennsylvania
$145M -$4M -3% 14.1% 60.3% 36 19.44% 4
Protective Life
4258
Protective Life
Alabama
$144M +$31.1M +27% 2.93% 38.4% 15 6.67% 1.4
SMP
4259
Santa Monica Partners
Florida
$144M +$48M +50% 19.5% 102% 22 9.09% 2.4
Your Advocates Ltd
4260
Your Advocates Ltd
Texas
$144M +$28.6M +25% 8.77% 53.6% 162 27.78% 0.2
Gables Capital Management
4261
Gables Capital Management
Florida
$144M +$22.6M +19% 26.1% 173% 434 19.82% 1.7
Bandera Partners
4262
Bandera Partners
New York
$144M +$25.6M +22% 31.7% 55.4% 16 0% 3.3
MACRO Consulting Group
4263
MACRO Consulting Group
New Jersey
$144M +$13.8M +11% 13.7% – 102 26.47% 0.8
SV Health Investors
4264
SV Health Investors
Massachusetts
$144M +$25M +21% 28.4% 97.4% 10 0% 3.1
Voce Capital Management
4265
Voce Capital Management
California
$144M +$13.1M +10% 4.99% 69.2% 17 29.41% 1.5
JRM Investment Counsel
4266
JRM Investment Counsel
Nebraska
$144M +$22.8M +19% 14.8% 65.5% 21 19.05% 4.4
Investors Asset Management of Georgia
4267
Investors Asset Management of Georgia
Georgia
$144M +$21.6M +18% 21.4% 118% 145 7.59% 4.3
HIS
4268
Horizon Investment Services
Indiana
$144M +$31.1M +28% 20.3% 250% 110 27.27% 2.1
1C
4269
1623 Capital
Virginia
$144M +$42.2M +42% 34.1% 11.9% 37 13.51% 0.4
VST
4270
Van Strum & Towne
California
$144M +$17.2M +14% 17.4% 72.3% 78 15.38% 4.6
Private Wealth Advisors (California)
4271
Private Wealth Advisors (California)
California
$144M +$21.5M +18% 16.9% 63.6% 63 31.75% 1.1
Acorn Financial Advisory Services
4272
Acorn Financial Advisory Services
Virginia
$143M +$42.4M +42% 24.4% 108% 192 19.79% 0.4
Seafarer Capital Partners
4273
Seafarer Capital Partners
California
$143M +$43.8M +44% 13.8% 61.3% 3 33.33% 1.8
Shoker Investment Counsel
4274
Shoker Investment Counsel
Ohio
$143M +$24.6M +21% 17.6% 88.9% 87 16.09% 4.2
Campbell Capital Management
4275
Campbell Capital Management
Florida
$143M +$45.9M +47% 21.3% – 46 32.61% 0.9