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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)
Francis Financial
4751
Francis Financial
$192M +$6.61M +4% 3.49% 56.2% 49 10.2% 1.9
Aull & Monroe Investment Management
4752
Aull & Monroe Investment Management
Alabama
$192M -$7.07M -4% 1.24% 98.3% 133 4.51% 7.5
IAMH
4753
IvyRock Asset Management (HK)
Hong Kong
$192M +$19.7M +11% 17.5% 76% 19 31.58% 1
Foursixthree Capital
4754
Foursixthree Capital
New York
$191M +$66.1M +53% 0.77% – 19 36.84% 0.5
GPM Growth Investors
4755
GPM Growth Investors
Michigan
$191M +$717K +0.4% 3.71% – 40 7.5% 2.5
DecisionPoint Financial
4756
DecisionPoint Financial
Arizona
$191M -$648K -0.3% 4.57% 48% 249 23.29% 0.5
Marathon Asset Management (New York)
4757
Marathon Asset Management (New York)
New York
$191M -$39.9M -17% 22.4% 490% 12 25% 2.1
Bill Few Associates
4758
Bill Few Associates
Pennsylvania
$191M -$2.3M -1% 3.36% 91.5% 142 7.75% 1.4
Cowbird Capital
4759
Cowbird Capital
New York
$191M -$50.5M -21% 4.35% 21.3% 13 53.85% 0.9
Sweeney & Michel
4760
Sweeney & Michel
California
$191M -$3.27M -2% 2.86% – 108 9.26% 0.5
Hixon Zuercher
4761
Hixon Zuercher
Ohio
$191M -$7.71M -4% 3.54% 101% 59 5.08% 2.8
Whitefort Capital Management
4762
Whitefort Capital Management
New York
$191M +$84.3M +79% 8.5% 243% 19 21.05% 1
Topel & Distasi Wealth Management
4763
Topel & Distasi Wealth Management
California
$191M -$8.06M -4% 3.88% 40% 72 2.78% 1.5
GoodHaven Capital Management
4764
GoodHaven Capital Management
New Jersey
$191M +$23.8M +14% 1.24% 80.7% 27 3.7% 4.2
BC
4765
Bullfrog Capital
California
$191M -$7.79M -4% 3.83% – 3 0% 1.8
Compass Advisory Group
4766
Compass Advisory Group
New York
$191M +$1M +0.5% 2.82% 49.2% 73 13.7% 1.7
Eads & Heald Wealth Management
4767
Eads & Heald Wealth Management
Georgia
$191M -$12.8M -6% 3.13% 93.3% 149 7.38% 6.8
Tabor Asset Management
4768
Tabor Asset Management
New York
$191M +$6.96M +4% 2.02% 214% 62 61.29% 0.6
West Branch Capital
4769
West Branch Capital
Massachusetts
$191M -$9.8M -5% 2.19% 156% 458 5.46% 2.4
SWMG LLC
4770
SWMG LLC
Texas
$190M -$749K -0.4% 3.81% 68.7% 104 19.23% 1.2
Vista Investment Management
4771
Vista Investment Management
Pennsylvania
$190M -$7.07M -4% 3.03% 54.4% 162 3.09% 4.2
Hudson Value Partners
4772
Hudson Value Partners
Florida
$190M -$5.22M -3% 1.95% 124% 108 11.11% 2.1
Spectrum Asset Management (California)
4773
Spectrum Asset Management (California)
California
$190M -$10.6M -5% 1.47% 68.3% 99 17.17% 3.3
Horiko Capital Management
4774
Horiko Capital Management
New York
$190M +$2.24M +1% 1.82% 275% 27 7.41% 2.9
Comprehensive Financial Consultants Institutional
4775
Comprehensive Financial Consultants Institutional
Indiana
$190M +$977K +0.5% 2.42% 78% 167 11.38% 1.4