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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)
Harbert Fund Advisors
4401
Harbert Fund Advisors
Alabama
$239M -$158M -40% 8.05% 70.8% 57 47.37% 0.8
CP
4402
CPV Partners
Connecticut
$239M -$6.88M -3% 1.6% 105% 7 28.57% 1.3
Shilanski & Associates
4403
Shilanski & Associates
Alaska
$238M +$3.56M +2% 0.67% 84.2% 140 30% 1.3
MPS Loria Financial Planners
4404
MPS Loria Financial Planners
Illinois
$238M -$7.13M -3% 3.77% 80% 87 11.49% 3.2
BDA
4405
Borer Denton & Associates
Pennsylvania
$238M – – 2.38% 44.2% 53 – 0
Wills Financial Group
4406
Wills Financial Group
Virginia
$238M -$14.7M -6% 0.7% 57.5% 75 16% 3.7
Brightlight Capital Management
4407
Brightlight Capital Management
Connecticut
$238M -$11.9M -5% 9.69% 202% 13 23.08% 1.2
FPOC
4408
Financial Planners of Cleveland
Ohio
$238M -$7.98M -3% 4.59% – 96 52.08% 0.2
S.R. Schill & Associates
4409
S.R. Schill & Associates
Washington
$238M -$13M -5% 1.8% 42.7% 80 15% 3
Sanchez Wealth Management Group
4410
Sanchez Wealth Management Group
Florida
$238M +$709K +0.3% 4.97% 56.9% 35 8.57% 2.3
Smith & Howard Wealth Management
4411
Smith & Howard Wealth Management
Georgia
$238M +$16.8M +8% 4.21% 43.8% 72 8.33% 3.6
Jackson Grant Investment Advisers
4412
Jackson Grant Investment Advisers
Connecticut
$238M +$41.5M +21% 3.24% 54.3% 357 22.69% 2.7
Cowen Prime Advisors
4413
Cowen Prime Advisors
New York
$238M -$56.4M -19% 15.6% 116% 183 7.65% 5
OIA
4414
Optimum Investment Advisors
Illinois
$237M -$19.4M -8% 3.24% 125% 922 16.7% 3.7
SC
4415
Schulhoff & Co
Ohio
$237M -$5.96M -2% 0.88% 51.8% 126 4.76% 5.9
Navalign LLC
4416
Navalign LLC
California
$237M -$13.5M -5% 3.19% 50.7% 129 13.95% 0.9
AC
4417
ASB Consultores
Florida
$237M +$34.6M +17% 2.09% 84.6% 252 23.81% 0.2
SCP Investment
4418
SCP Investment
California
$237M -$66.9M -22% 21% 32.8% 39 43.59% 0.7
RDA Financial Network
4419
RDA Financial Network
Iowa
$237M -$8.24M -3% 4.1% 93.4% 240 13.33% 2.1
Okabena Investment Services
4420
Okabena Investment Services
Minnesota
$237M -$26.4M -10% 5.65% 72.4% 203 15.27% 0.8
Visa Foundation
4421
Visa Foundation
California
$237M -$32.2M -12% 7.75% 58.1% 1 0% 0.3
IP
4422
Investment Partners
Ohio
$237M -$8.36M -3% 3.53% 83.2% 174 7.47% 3.5
Nikulski Financial
4423
Nikulski Financial
Iowa
$236M -$2.14M -0.9% 3.42% 95.8% 135 12.59% 2.4
Grandview Asset Management
4424
Grandview Asset Management
Pennsylvania
$236M -$12.2M -5% 4.02% 200% 144 8.33% 0.7
Stableford Capital II
4425
Stableford Capital II
Arizona
$236M -$1.03M -0.4% 0.17% 66.9% 136 21.32% 1.5