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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)
MONECO Advisors
4701
MONECO Advisors
Connecticut
$86M – – 14.1% 70.5% 99 – 0
LI
4702
Longer Investments
Arkansas
$85.9M -$18M -17% 11.7% 20.4% 36 36.11% 2.7
Horan Securities
4703
Horan Securities
United States
$85.7M -$16.9M -16% 8.74% 50.1% 241 15.35% 1.4
LCAM
4704
Lee Capital Asset Management
New York
$85.6M – – 17.6% – 19 – 0
Donor Advised Charitable Giving
4705
Donor Advised Charitable Giving
California
$85.5M -$52.4M -38% 42.1% 365% 22 27.27% 0.6
Bayou City Energy Management
4706
Bayou City Energy Management
Texas
$85.4M – – 76.1% – 1 – 0
GECH
4707
Garnet Equity Capital Holdings
New York
$85.4M -$51.9M -38% 16% 302% 31 54.84% 1.6
PSquared Asset Management
4708
PSquared Asset Management
Switzerland
$85.4M -$84M -50% 1.87% 178% 4 100% 0
Harborview Advisors
4709
Harborview Advisors
Maine
$85.4M -$13M -13% 12.9% 27.1% 66 19.7% 0.9
Cox Capital Management
4710
Cox Capital Management
Massachusetts
$85.3M -$8.68M -9% 9.55% 106% 67 8.96% 0.5
Hansberger Growth Investors
4711
Hansberger Growth Investors
Wisconsin
$85.3M +$2.64M +3% 13.9% 36.4% 18 16.67% 2.9
Palmer Knight Company
4712
Palmer Knight Company
Florida
$85.3M – – 17.7% 78.9% 23 – 0
PVAM
4713
Pacific View Asset Management
California
$85.1M -$40.6M -32% 19% – 93 47.31% 0.8
HCM
4714
Hawkeye Capital Management
Florida
$85M – – 13.5% – 13 – 0.2
QAM
4715
Questar Asset Management
Minnesota
$85M – – 9.37% – 107 – 0
EnCap Energy Capital Fund VIII Co-Investors
4716
EnCap Energy Capital Fund VIII Co-Investors
Texas
$84.8M -$75.2M -47% 36.4% 64.7% 2 0% 1.3
Ramsey Quantitative Systems
4717
Ramsey Quantitative Systems
Kentucky
$84.8M -$15.4M -15% 12.7% 51.1% 443 46.95% 0.6
MKD Wealth Coaches
4718
MKD Wealth Coaches
Michigan
$84.5M – – 9.83% – 165 – 0
NTCM
4719
Nut Tree Capital Management
New York
$84.4M – – 25.6% 101% 9 – 0
Camarda Financial Advisors
4720
Camarda Financial Advisors
Florida
$84.1M -$4.02M -5% 12% 196% 258 51.16% 2.1
Performa Ltd (US)
4721
Performa Ltd (US)
South Carolina
$84M -$18.5M -18% 14% 55.8% 7 71.43% 0.2
Andesa Financial Management
4722
Andesa Financial Management
Pennsylvania
$84M +$18.8M +29% 10% 73.6% 106 53.77% 0.5
Sloane Robinson
4723
Sloane Robinson
United Kingdom
$83.8M -$54.3M -39% 8.64% 175% 29 41.38% 1
River Oaks Capital
4724
River Oaks Capital
Minnesota
$83.6M -$33.2M -28% 22.3% – 56 12.5% 1.7
BA
4725
Bristol Advisors
Pennsylvania
$83.4M +$23M +38% 20.1% – 91 76.92% 0.3