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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)
EDMP Inc
4351
EDMP Inc
Florida
$106M +$9.12M +9% 9.23% 71.6% 58 8.62% 3.3
JVL Associates
4352
JVL Associates
Michigan
$106M +$3.55M +3% 2.46% 81% 39 7.69% 0.7
Old North State Trust
4353
Old North State Trust
North Carolina
$106M – – 5.66% – 382 – 0
Wilshire Advisors
4354
Wilshire Advisors
California
$106M -$209K -0.2% 1.47% 118% 29 13.79% 1.8
Avondale Wealth Management
4355
Avondale Wealth Management
Texas
$106M -$14.9M -12% 5.75% 83.8% 100 7% 0.7
C.M. Bidwell & Associates
4356
C.M. Bidwell & Associates
Hawaii
$106M -$2.25M -2% 7.74% 70.6% 500 43% 0.8
Clifford Capital Partners
4357
Clifford Capital Partners
Utah
$106M +$9.34M +10% 4.94% 77.3% 33 9.09% 0.7
Cordasco Financial Network
4358
Cordasco Financial Network
Florida
$105M +$3.2M +3% 5.19% 31.1% 416 14.18% 2.3
UBP Investment Advisors
4359
UBP Investment Advisors
Switzerland
$105M +$19.8M +23% 1.36% 11.2% 60 30% 0.5
Penbrook Management
4360
Penbrook Management
New York
$104M +$443K +0.4% 5.86% 107% 116 14.66% 3.1
Orser Capital Management
4361
Orser Capital Management
Texas
$104M -$10.6M -9% 11.4% 128% 97 21.65% 0.6
Washington Capital Management
4362
Washington Capital Management
Washington
$104M +$6.92M +7% 6.96% 81.8% 108 10.19% 2.3
ILM
4363
Indigo Latam Management
Arizona
$104M +$33.2M +47% 46.9% 39.3% 1 0% 4.8
MI
4364
M3F Inc
Utah
$104M +$11.4M +12% 2.12% 139% 30 16.67% 1.3
LI
4365
Longer Investments
Arkansas
$104M +$837K +0.8% 3.97% 20.4% 35 28.57% 2.7
Braun-Bostich & Associates
4366
Braun-Bostich & Associates
Pennsylvania
$104M +$3.75M +4% 5.77% 64.5% 341 9.97% 0.7
CHA
4367
Carmichael Hill & Associates
Maryland
$104M +$10.5M +11% 7.99% 39.7% 127 12.6% 0.7
Mountain Capital Investment Advisors
4368
Mountain Capital Investment Advisors
Colorado
$103M +$941K +0.9% 5.53% 63.3% 52 26.92% 0.6
Mendel Money Management
4369
Mendel Money Management
Illinois
$103M – – 7.45% 75.4% 46 – 3
Godshalk Welsh Capital Management
4370
Godshalk Welsh Capital Management
Pennsylvania
$103M +$7.22M +8% 8.92% 61.1% 116 11.21% 3.1
Maso Capital Partners
4371
Maso Capital Partners
Hong Kong
$103M -$73.6M -42% 17.7% 8.67% 28 71.43% 0.4
SSCM
4372
Summit Street Capital Management
New York
$103M -$523K -0.5% 6.62% 217% 33 12.12% 1.8
Performa Ltd (US)
4373
Performa Ltd (US)
South Carolina
$103M +$10.1M +11% 6.68% 55.8% 2 0% 0.5
Horan Securities
4374
Horan Securities
United States
$103M -$2.61M -2% 2.18% 50.1% 233 11.16% 1.3
Concorde Asset Management
4375
Concorde Asset Management
Michigan
$102M +$14.8M +17% 5.65% – 153 26.14% 1.4