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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)
BIMC
5026
Benson Investment Management Company
Virginia
$142M -$18.4M -11% 7.15% 99.8% 64 25% 2.4
OCP
5027
OCO Capital Partners
New York
$142M -$6.62M -4% 4.76% 679% 5 40% 1.2
Vienna Insurance Group
5028
Vienna Insurance Group
Poland
$142M -$5.84M -4% 1.67% 188% 37 8.11% 1
Fairfield, Bush & Co
5029
Fairfield, Bush & Co
Connecticut
$142M -$28.4M -17% 4.32% 112% 519 77.65% 5.4
Garrison Asset Management
5030
Garrison Asset Management
Arkansas
$142M -$7.66M -5% 3.49% 52.1% 97 6.19% 6.1
Sterneck Capital Management
5031
Sterneck Capital Management
Missouri
$141M -$7.77M -5% 6.84% 61.5% 97 9.28% 4.2
Baugh & Associates
5032
Baugh & Associates
Georgia
$141M -$7.25M -5% 4.35% 98.8% 38 0% 4.1
Bluestem Financial Advisors
5033
Bluestem Financial Advisors
Illinois
$141M -$2.49M -2% 5.64% 42.2% 27 0% 2.2
Trust Company of Kansas
5034
Trust Company of Kansas
Kansas
$141M -$29.2M -17% 5.95% 87% 49 12.24% 2
Collaborative Wealth Management
5035
Collaborative Wealth Management
Florida
$141M -$11.1M -7% 5.17% 41.6% 190 14.74% 1.4
Howard Wealth Management
5036
Howard Wealth Management
Connecticut
$141M +$46.9M +50% 4.07% 60.3% 117 49.57% 1.3
SM
5037
Scoggin Management
New York
$141M -$69.5M -33% 5.97% 889% 62 45.16% 0.9
Old West Investment Management
5038
Old West Investment Management
California
$141M -$1.86M -1% 0.96% 242% 44 11.36% 3.6
FOCUS Wealth Advisors
5039
FOCUS Wealth Advisors
Texas
$141M -$4.8M -3% 2.72% 68.7% 50 20% 1
AFP
5040
Advus Financial Partners
Florida
$141M -$4.03M -3% 6.15% 56.5% 62 16.13% 0.7
R.W. Roge & Company
5041
R.W. Roge & Company
New York
$141M -$4.56M -3% 3.02% 68.1% 39 10.26% 2.1
Peterson Wealth Services
5042
Peterson Wealth Services
Utah
$141M +$2.31M +2% 3.62% 153% 88 6.82% 0.7
Brown Miller Wealth Management
5043
Brown Miller Wealth Management
Virginia
$141M -$5.99M -4% 6.11% 102% 126 20.63% 1.4
Donald L. Hagan LLC
5044
Donald L. Hagan LLC
Florida
$141M -$16M -10% 6.76% 47.9% 95 13.68% 2.6
Intergy Private Wealth
5045
Intergy Private Wealth
Colorado
$141M +$14.1M +11% 6.39% 73.8% 71 26.76% 0.5
JCP Investment Management
5046
JCP Investment Management
Texas
$141M -$245K -0.2% 1.06% 94.7% 19 42.11% 0.4
Cypress Financial Planning
5047
Cypress Financial Planning
New Jersey
$141M -$5.01M -3% 5.75% 41.2% 54 5.56% 0.3
Connacht Asset Management
5048
Connacht Asset Management
New York
$141M -$97.6M -41% 0.27% 63.8% 180 50% 0.6
Lagoda Investment Management
5049
Lagoda Investment Management
New York
$141M -$10.3M -7% 1.79% 250% 39 5.13% 4.6
Reliant Investment Management
5050
Reliant Investment Management
Tennessee
$141M -$1.84M -1% 2.15% 129% 56 19.64% 2.7