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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)
SCM
4276
Smith Capital Management
Arkansas
$128M +$5.61M +5% 10.4% – 78 7.69% 0.2
Morris Capital Advisors
4277
Morris Capital Advisors
Pennsylvania
$128M +$10.4M +9% 15.7% 72.9% 69 13.04% 2.3
Reliant Investment Management
4278
Reliant Investment Management
Tennessee
$128M +$28.4M +29% 14.9% 129% 55 27.27% 2.3
United Capital Management of KS
4279
United Capital Management of KS
Kansas
$128M +$19.9M +18% 12.4% 272% 107 7.48% 0.5
GS Investments
4280
GS Investments
Minnesota
$128M +$8.31M +7% 12.9% 94.1% 128 11.72% 1.4
AIM
4281
Advantage Investment Management
Iowa
$127M -$4.82M -4% 12% 28.6% 1,057 15.89% 2.6
AIS
4282
Accurate Investment Solutions
Pennsylvania
$127M +$16.8M +15% 10.6% 6.74% 401 15.96% 2.2
Beirne Wealth Consulting Services
4283
Beirne Wealth Consulting Services
Connecticut
$127M +$9.8M +8% 12.1% 81.9% 205 21.46% 0.2
Samsara BioCapital
4284
Samsara BioCapital
California
$127M +$23.1M +22% 26.6% 1,580% 19 15.79% 0.2
Access Financial Services
4285
Access Financial Services
Minnesota
$127M +$14.5M +13% 11.2% 44.8% 74 18.92% 1.5
Stratos Investment Management
4286
Stratos Investment Management
Ohio
$127M – – 10.1% 58.2% 68 – 0
PS
4287
Portfolio Strategies
New York
$127M +$11.5M +10% 16.9% 120% 62 33.87% 0.8
RV Capital
4288
RV Capital
Switzerland
$126M +$14.1M +13% 21.4% 250% 5 20% 0.3
Smith Shellnut Wilson
4289
Smith Shellnut Wilson
Mississippi
$126M +$33M +35% 12.5% 98.6% 135 18.52% 1.5
SAM
4290
Shamrock Asset Management
Texas
$126M +$60.1M +91% 8.41% 31% 266 19.92% 2.8
Bernardo Wealth Planning
4291
Bernardo Wealth Planning
Pennsylvania
$126M +$13.2M +12% 13.1% 56.9% 150 14.67% 0.2
Larson Financial Group
4292
Larson Financial Group
Missouri
$126M +$18.1M +17% 10.2% 81.2% 578 11.25% 0.3
Hamilton Wealth
4293
Hamilton Wealth
California
$126M +$24.1M +24% 11.9% 108% 57 28.07% 0.2
55I LLC
4294
55I LLC
Massachusetts
$126M +$26.5M +27% 9.26% 10.2% 83 33.73% 0.2
FM
4295
Fondren Management
Texas
$126M +$49M +64% 25.8% 14.2% 112 58.93% 0.5
United Bank (Georgia)
4296
United Bank (Georgia)
Georgia
$126M +$17.2M +16% 12% 81.2% 81 11.11% 1.7
Gradient Capital Advisors
4297
Gradient Capital Advisors
California
$125M +$9.7M +8% 9.85% 78.5% 89 4.49% 1.1
Susquehanna Foundation
4298
Susquehanna Foundation
Pennsylvania
$125M +$17.9M +17% 16.7% 36.7% 4 0% 1
General Equity Holdings
4299
General Equity Holdings
New York
$125M -$46.9M -27% 24.1% 775% 13 23.08% 0.5
Pratt Collard Advisory Partners
4300
Pratt Collard Advisory Partners
New York
$125M +$15.2M +14% 18.1% 91.7% 115 17.39% 1