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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
VFA
5151
Values First Advisors
Tennessee
$125M +$16.7M +15% 18.3% 70.5% 149 9.4%
CCM
5152
Chicago Capital Management
Illinois
$125M +$21M +20% 49.2% 295% 29 86.21%
CPSC
5153
Carl P. Sherr & Co
Massachusetts
$125M +$15M +14% 11.8% 61.4% 109 7.34%
DI
5154
DRH Investments
California
$125M +$17.1M +16% 11.9% 56.4% 19 42.11%
SG
5155
Somerset Group
Minnesota
$125M +$14.9M +13% 14.3% 68.2% 71 11.27%
SAMT
5156
Select Asset Management & Trust
Pennsylvania
$125M 12.8% 60.9% 63
FMTCOCP
5157
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$125M +$9.4M +8% 10.4% 60.9% 286 8.04%
BFG
5158
Baron Financial Group
New Jersey
$125M +$18.8M +18% 15.2% 52.1% 294 12.93%
RA
5159
RiverTree Advisors
Florida
$125M 9.43% 25.4% 31
BCM
5160
BCK Capital Management
Connecticut
$125M 31.3% 161% 55
LPARFS
5161
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$125M 27.2% 72
MWM
5162
McNaughton Wealth Management
California
$125M +$10.7M +9% 8.15% 50.3% 52 13.46%
DJC
5163
Daily Journal Corp
California
$125M +$26.6M +27% 27.1% 108% 4 0%
IHWM
5164
Iron Horse Wealth Management
Iowa
$125M 10.3% 29.1% 188
PS
5165
Planned Solutions
California
$125M +$22.5M +22% 12.9% 60.8% 479 30.69%
BI
5166
Blooom Inc
Kansas
$125M 10.6% 43
SL
5167
Savior LLC
Massachusetts
$125M +$40M +47% 17.3% 88.1% 909 10.01%
KAM
5168
Kopion Asset Management
Texas
$125M +$37.5M +43% 55.5% 67.1% 23 13.04%
CWA
5169
Carolina Wealth Advisors
South Carolina
$124M +$10.6M +9% 14.9% 57.5% 262 12.98%
AIFAIM
5170
American Institute for Advanced Investment Management
Arizona
$124M +$13.1M +12% 10.5% 72.8% 112 15.18%
RCA
5171
Reitz Capital Advisors
Michigan
$124M +$14.1M +13% 10.7% 11% 52 15.38%
RHDIC
5172
R.H. Dinel Investment Counsel
California
$124M +$19.6M +19% 12.8% 34.1% 46 4.35%
WPA
5173
Winning Points Advisors
Florida
$124M +$7.13M +6% 15.4% 70 12.86%
AIC
5174
Aurora Investment Counsel
Georgia
$124M +$2.9M +2% 25.8% 23.4% 114 3.51%
GPA
5175
Garrison Point Advisors
California
$124M +$14.1M +13% 13.1% 69.7% 140 8.57%