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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 Time
Held (Qtrs)
CCM
4451
Coe Capital Management
Illinois
$89.9M -$2.32M -3% 2.93% 84.4% 90 13.33% 11.6
TA
4452
Townsend & Associates
Colorado
$89.1M -$36.1M -29% 0.05% 54.1% 190 27.37% 1.6
BA
4453
Ballew Advisors
Mississippi
$88.7M -$25.7M -22% 1.48% 68% 325 11.38% 1.2
KCS
4454
Koonce Calvin Scott
$88.3M -$7.28M -8% 7.62% 67.9% 1 0% 14
BCP
4455
Blackhawk Capital Partners
Wisconsin
$88M -$29.7M -25% 4.8% 87.2% 369 27.91% 1.5
NVIM
4456
New Vernon Investment Management
Illinois
$87.7M +$4M +5% 3.54% 83.1% 52 17.31% 7.9
CAM
4457
Concorde Asset Management
Michigan
$87.6M +$5.84M +7% 3.01% – 129 15.5% 5.8
GCM
4458
Gator Capital Management
Florida
$87.5M -$16.2M -16% 4.23% 245% 117 43.59% 4
DFIG
4459
Dragon Financial & Investment Group
California
$87.4M -$22.9M -21% 0.27% – 37 32.43% 1.5
HFP
4460
Holistic Financial Partners
Indiana
$87.4M -$32.6M -27% 1.48% 95.7% 437 91.99% 1.9
CRIG
4461
Charter Research & Investment Group
Connecticut
$87.2M +$3.44M +4% 1.93% 82.3% 76 6.58% 11.1
CP
4462
Clover Partners
Texas
$87M -$2.71M -3% 4.6% 32.2% 29 17.24% 6.2
LFG
4463
Larson Financial Group
Missouri
$86.8M +$1.63M +2% 1.36% 81.2% 50 12% 1.8
KCP
4464
Kenmare Capital Partners
New York
$86.7M -$6.68M -7% 7.3% 48.8% 20 10% 6.6
CFGF
4465
Compass Financial Group (Florida)
Florida
$86.7M +$2.51M +3% 2.18% 44.1% 18 0% 6.7
NWS
4466
Newport Wealth Strategies
California
$86.4M -$41.4M -32% 4% 51.5% 101 24.75% 1.9
LM
4467
Litespeed Management
New York
$86.2M +$27.4M +47% 11.6% 73.7% 11 45.45% 1.6
CAM
4468
Chesapeake Asset Management
New York
$85.8M -$7.44M -8% 3.16% 153% 67 17.91% 13.8
SNBOSD
4469
Security National Bank of So Dak
Iowa
$85.8M -$1.51M -2% 2.45% 67.7% 88 5.68% 13.8
SP
4470
Successful Portfolios
Florida
$85.6M +$3.26M +4% 2% 110% 138 9.42% 1.8
TODC
4471
Trustees of Dartmouth College
New Hampshire
$85.5M +$14.7M +21% 20.9% 52.5% 28 32.14% 1.5
FCM
4472
Fairbanks Capital Management
California
$85.4M -$13.7M -14% 6.74% 81.3% 31 9.68% 6.1
CPA
4473
Columbia Pacific Advisors
Washington
$85.4M +$7.87M +10% 34.4% 5.27% 40 47.5% 5.2
UIA
4474
UBP Investment Advisors
Switzerland
$84.8M -$7.82M -8% 2.2% 11.2% 52 21.15% 1.8
CC
4475
Colrain Capital
Massachusetts
$84.8M -$9.6M -10% 5.16% – 39 2.56% 15.6