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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)
FCMT
5701
Founders Capital Management (Texas)
Texas
$137M +$6.72M +5% 5.97% 131% 411 6.33% 3.5
BIM
5702
Bullseye Investment Management
Ohio
$137M +$775K +0.6% 5.07% 36.2% 63 61.9% 0.5
PD
5703
Planning Directions
Pennsylvania
$137M +$2.94M +2% 3.52% 46.3% 72 11.11% 2.7
SM
5704
Sensible Money
Arizona
$137M +$21.6M +19% 4.36% 65% 75 5.33% 0.5
IF
5705
Integrity Financial
Wyoming
$137M +$13.6M +11% 6.48% 66.3% 218 5.5% 1.3
EPCA
5706
Elizabeth Park Capital Advisors
Ohio
$137M -$18.4M -12% 5.29% 119% 57 26.32% 1.8
LFG
5707
Leverty Financial Group
Wisconsin
$137M +$9.8M +8% 5.87% 57.3% 28 0% 1.2
CBC
5708
Coombe, Bender & Co
New York
$137M +$9.6M +8% 3% – 83 10.84% 0.9
SA
5709
Stonebridge Advisors
Connecticut
$137M -$1.1M -0.8% 0.84% 3.35% 4 0% 1.2
V-Square Quantitative Management
5710
V-Square Quantitative Management
Illinois
$137M +$28.6M +26% 11.1% 111% 481 72.77% 0.1
CG
5711
Clarus Group
Texas
$137M +$30.6M +29% 8.38% 65.5% 119 25.21% 1.6
IFS
5712
Intelligent Financial Strategies
Minnesota
$137M +$9.5M +7% 8.09% 63.5% 93 3.23% 1.4
SAM
5713
Soditic Asset Management
United Kingdom
$137M +$46.7M +52% 9.23% 23.4% 10 0% 2.2
AIP
5714
Alapocas Investment Partners
Massachusetts
$137M +$16.2M +13% 13.8% 50% 20 10% 1.5
FNBOH
5715
First National Bank of Hutchinson
Kansas
$137M +$11.1M +9% 8.79% 121% 111 10.81% 3.9
FD
5716
Financial Designs
California
$137M +$3.03M +2% 3.45% 49% 14 0% 0.5
BWM
5717
BCS Wealth Management
Tennessee
$137M -$84.4M -38% 2.9% 46.7% 183 51.37% 1.4
YC
5718
Yunqi Capital
Hong Kong
$137M -$21.2M -13% 13.9% 71.4% 8 37.5% 0.5
FCMV
5719
Foresite Capital Management V
California
$137M +$1.63M +1% 12.2% 401% 11 9.09% 2.1
SFSG
5720
Sound Financial Strategies Group
Mississippi
$137M -$13M -9% 2.49% 26.4% 76 30.26% 0.7
AH
5721
Aviva Holdings
Bahamas
$137M -$6.55M -5% 1.32% 36.5% 4 0% 4.3
HM
5722
Heronetta Management
New York
$137M +$620K +0.5% 2.48% 59.7% 24 0% 6.1
CMBA
5723
C.M. Bidwell & Associates
Hawaii
$137M +$4.87M +4% 6.38% 70.6% 594 29.63% 2.1
BOC
5724
Bull Oak Capital
California
$137M +$7.43M +6% – 55.7% 16 6.25% 0.3
OIS
5725
Okabena Investment Services
Minnesota
$137M -$6.46M -5% 5.03% 72.4% 258 63.18% 1.2