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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)
Beacon Wealthcare Inc
4401
Beacon Wealthcare Inc
North Carolina
$96.9M +$1.46M +2% 1.54% 31.6% 7 0% 0.3
Camarda Financial Advisors
4402
Camarda Financial Advisors
Florida
$96.7M +$13.1M +16% 1.59% 196% 205 25.37% 2.1
Strategic Vision Investment
4403
Strategic Vision Investment
Hong Kong
$96.5M -$2.1M -2% 7.69% 95.6% 14 50% 0.2
Sagard Capital Partners Management
4404
Sagard Capital Partners Management
New York
$96.4M -$16.4M -15% 1.43% 37.4% 3 33.33% 2.2
Sippican Capital Advisors
4405
Sippican Capital Advisors
Massachusetts
$96.4M -$6.1M -6% 2.87% 81.1% 108 9.26% 2.7
Coyle Financial Counsel
4406
Coyle Financial Counsel
Illinois
$96.3M +$9.01M +10% 0.47% 62.4% 85 63.53% 0.6
Pring Turner Capital Group
4407
Pring Turner Capital Group
California
$96.2M +$3.39M +4% 3.96% 70.8% 50 22% 2
Marlowe Partners
4408
Marlowe Partners
New York
$96M -$11.1M -10% 2.06% 16.3% 8 62.5% 0.9
Arlington Capital Management
4409
Arlington Capital Management
Illinois
$96M -$38.2M -28% 1.73% 154% 25 56% 0.9
Drexel Morgan & Co
4410
Drexel Morgan & Co
Pennsylvania
$95.9M -$7.17M -7% 2.02% 50.1% 92 10.87% 3.5
Monte Financial Group
4411
Monte Financial Group
Connecticut
$95.8M -$2.66M -3% 1.5% 57.9% 79 15.19% 0.2
Battery Partners IX
4412
Battery Partners IX
Massachusetts
$95.8M -$4.16M -4% 35.8% 322% 3 33.33% 2
Ramsey Quantitative Systems
4413
Ramsey Quantitative Systems
Kentucky
$95.7M +$95K +0.1% 1% 51.1% 436 33.72% 0.3
KCS
4414
Koonce Calvin Scott
$95.6M +$6.08M +7% 6.79% 67.9% 1 0% 3.3
Vista Investment Management
4415
Vista Investment Management
Pennsylvania
$95.5M -$124K -0.1% 1.36% 54.4% 140 10% 0.2
KAM
4416
Kazazian Asset Management
Florida
$95.4M -$2.44M -2% 3.92% – 93 20.43% 1.1
Bell & Brown Wealth Advisors
4417
Bell & Brown Wealth Advisors
California
$95M -$1.51M -2% 1.09% 125% 93 19.35% 0.2
FCM
4418
Force Capital Management
New York
$95M -$1.11M -1% 1.24% 72.7% 31 19.35% 1.7
X-Square Capital
4419
X-Square Capital
Puerto Rico
$94.8M -$263K -0.3% 8.15% 158% 81 22.22% 0.2
Clifford Capital Partners
4420
Clifford Capital Partners
Utah
$94.7M +$4.48M +5% 0.22% 77.3% 34 8.82% 0.2
First Commonwealth Financial Corp
4421
First Commonwealth Financial Corp
Pennsylvania
$94.7M +$62K +0.1% 1.54% 72.9% 137 21.17% 2.4
Colrain Capital
4422
Colrain Capital
Massachusetts
$94.4M -$26.5M -22% 4% – 43 13.95% 3.6
ICM Asset Management
4423
ICM Asset Management
Washington
$94.2M +$1.08M +1% 2.6% 58.9% 53 22.64% 1.9
FSA
4424
Financial Services Advisory
Maryland
$93.8M -$42.1M -31% 3.11% 75.8% 38 76.32% 0.1
Guardian Investment Management
4425
Guardian Investment Management
California
$93.8M -$950K -1% 3.02% 103% 59 25.42% 3.3