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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)
Touchstone Capital
5651
Touchstone Capital
Pennsylvania
$110M -$900K -0.8% 2.12% – 15 0% 0.7
BBHBI
5652
B, B, H, & B Inc
Alabama
$110M +$6.74M +7% 0.48% – 36 22.22% 0.6
JD Financial Services
5653
JD Financial Services
Pennsylvania
$110M +$1.84M +2% 1.49% – 37 21.62% 0.5
Whelan Financial
5654
Whelan Financial
California
$109M – – 1.14% 57.9% 16 – 0
ADE LLC
5655
ADE LLC
Maryland
$109M -$537K -0.5% 0.71% 52.2% 273 14.29% 0.7
T
5656
TRUADVICE
Florida
$109M -$348M -76% 0.78% 21.6% 304 62.17% 0.8
Clifford Capital Partners
5657
Clifford Capital Partners
Utah
$109M +$2.24M +2% 5.97% 77.3% 43 4.65% 2.1
Mount Vernon Associates
5658
Mount Vernon Associates
Maryland
$109M -$26K -0% 0.54% 136% 58 3.45% 5.2
KLK Capital Management
5659
KLK Capital Management
California
$109M -$7.19M -6% 2.46% – 68 41.18% 0.2
CNO Financial Group
5660
CNO Financial Group
Indiana
$109M -$916K -0.8% 0.85% – 9 11.11% 0.9
Financial Insights
5661
Financial Insights
Washington
$109M -$12M -10% 0.14% 82.1% 229 65.94% 2
HPM
5662
Hudson Portfolio Management
New York
$109M -$239K -0.2% 0.82% – 105 13.33% 0.4
SCF
5663
Sante Capital Fund
Texas
$108M -$134M -55% 1.8% – 134 93.28% 0.1
HFAS
5664
Hummer Financial Advisory Services
Illinois
$108M -$42K -0% 0.53% 71.8% 105 1.9% 1.4
Dean Capital Management
5665
Dean Capital Management
Kansas
$108M -$800K -0.7% 0.07% 89.7% 85 14.12% 1.1
Asset Planning Corporation
5666
Asset Planning Corporation
Tennessee
$108M +$5.33M +5% 1.03% 44.5% 32 6.25% 0.7
Penobscot Wealth Management
5667
Penobscot Wealth Management
Maine
$108M +$3.93M +4% 1.69% 56.7% 54 12.96% 0.2
Raffles Associates
5668
Raffles Associates
New York
$108M -$9.6M -8% 6.12% 50% 52 34.62% 1.8
Adirondack Retirement Specialists
5669
Adirondack Retirement Specialists
New York
$108M +$2.41M +2% 2.08% 13.1% 19 26.32% 0.6
Mitsubishi UFJ Morgan Stanley Securities
5670
Mitsubishi UFJ Morgan Stanley Securities
Japan
$108M +$94.4M +702% 3.01% – 120 50% 0.2
Capital CS Group
5671
Capital CS Group
California
$108M -$15.7M -13% 7.27% 22.5% 104 65.38% 0.3
Crew Capital Management
5672
Crew Capital Management
Ohio
$108M +$466K +0.4% 0.77% 111% 105 5.71% 0.5
Trustco Bank (New York)
5673
Trustco Bank (New York)
New York
$107M -$3.9M -4% 2% 131% 73 4.11% 4.9
Birchcreek Wealth Management
5674
Birchcreek Wealth Management
Ohio
$107M +$3.44M +3% 0.32% 80.7% 122 5.74% 0.7
DC
5675
DPM Capital
Florida
$107M -$6.05M -5% 3.54% 110% 2 0% 1.9