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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)
Shoker Investment Counsel
4576
Shoker Investment Counsel
Ohio
$201M +$239K +0.1% 1.13% 83.8% 99 8.08% 4.3
Spotlight Asset Group
4577
Spotlight Asset Group
Illinois
$201M -$59M -23% 0.96% – 134 14.93% 1.4
SRAM
4578
Spouting Rock Asset Management
Pennsylvania
$201M -$125M -38% 0.16% 74.7% 223 63.23% 0.8
KCM
4579
Knoll Capital Management
Florida
$201M +$9.03M +5% 19.6% 258% 43 9.3% 1.6
GSI Capital Advisors
4580
GSI Capital Advisors
California
$200M -$16.4M -8% 0.11% 39.7% 35 37.14% 1.1
Stoneridge Investment Partners
4581
Stoneridge Investment Partners
Pennsylvania
$200M -$5.3M -3% 2.68% 44.2% 138 44.2% 1.3
United Fire Group
4582
United Fire Group
Iowa
$200M +$4M +2% 1.31% 27.4% 52 7.69% 6.7
Blueprint Investment Partners
4583
Blueprint Investment Partners
North Carolina
$200M +$75.2M +60% 0.14% 91.9% 183 60.66% 0.4
CP
4584
CPV Partners
Connecticut
$200M -$56.8M -22% 17.8% 105% 4 25% 1.4
WPEP
4585
Walnut Private Equity Partners
Nebraska
$200M +$8.41M +4% 4.73% 48% 17 0% 5.1
Moseley Investment Management
4586
Moseley Investment Management
Florida
$200M -$3.04M -1% 1.42% 96.6% 182 8.79% 1.6
Prudent Investors Network
4587
Prudent Investors Network
California
$200M +$2.61M +1% 0.77% – 35 11.43% 1.1
PRW Wealth Management
4588
PRW Wealth Management
Massachusetts
$200M -$141M -41% 1.57% 42.3% 311 87.14% 0.7
Turiya Advisors Asia
4589
Turiya Advisors Asia
Hong Kong
$200M -$228M -53% 6.95% 247% 7 57.14% 0.4
FSB Premier Wealth Management
4590
FSB Premier Wealth Management
Iowa
$200M +$4.27M +2% 0.99% 53.9% 109 11.93% 0.6
AMC
4591
Asset Management Corp
Illinois
$199M +$25.4M +15% 2.41% 57.1% 208 24.04% 1
Round Hill Asset Management
4592
Round Hill Asset Management
California
$199M -$4.73M -2% 0.58% 43.2% 58 0% 3.7
Cape Ann Asset Management
4593
Cape Ann Asset Management
United Kingdom
$199M -$16.4M -8% 1.11% 199% 9 0% 1.3
Sound Financial Strategies Group
4594
Sound Financial Strategies Group
Mississippi
$199M -$1.53M -0.8% 0.71% 27.1% 87 6.9% 0.7
First Bankers Trust
4595
First Bankers Trust
Kentucky
$199M -$6.41M -3% 0.47% 78.9% 118 5.08% 5.7
American Securities
4596
American Securities
New York
$199M -$38.1M -16% 16.1% – 1 0% 4.8
ITIM
4597
Indiana Trust & Investment Management
Indiana
$199M +$16.2M +9% 0.84% 114% 124 14.52% 6
EisnerAmper Wealth Management Corporate Benefits
4598
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$199M +$469K +0.2% 0.96% 13% 52 13.46% 3.5
FP
4599
Financial Perspectives
Minnesota
$199M -$6.94M -3% 0.56% 87.8% 670 7.01% 1.4
Davidson Capital Management
4600
Davidson Capital Management
Texas
$198M -$8.91M -4% 0.14% 79.4% 89 2.25% 1.1