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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)
Vantage Consulting Group
6376
Vantage Consulting Group
Virginia
$135M -$22.7M -14% 6.74% 261% 217 14.29% 2.7
Sheridan Capital Management
6377
Sheridan Capital Management
California
$135M +$1.87M +1% 3.1% – 27 11.11% 0.5
Motiv8 Investments
6378
Motiv8 Investments
Florida
$135M +$5.91M +5% 2.22% – 87 10.34% 0.5
AC
6379
AIFG Consultants
New York
$135M -$4.22M -3% 1.29% 49.8% 52 26.92% 1
Braun-Bostich & Associates
6380
Braun-Bostich & Associates
Pennsylvania
$135M +$15.1M +13% 2.35% 64.5% 148 41.22% 0.8
Corecam Pte Ltd
6381
Corecam Pte Ltd
$134M +$25.6M +24% 4.8% 93.6% 34 44.12% 0.3
Williamson Legacy Group
6382
Williamson Legacy Group
Indiana
$134M +$5.31M +4% 12.6% – 119 58.82% 0.3
Slocum, Gordon & Co
6383
Slocum, Gordon & Co
Rhode Island
$134M -$317K -0.2% 0.56% 65.3% 151 15.23% 1.1
J.H. Whitney Equity Partners VII
6384
J.H. Whitney Equity Partners VII
Connecticut
$134M +$13.1M +11% 10.8% 407% 1 0% 2.5
Costello Asset Management
6385
Costello Asset Management
Pennsylvania
$134M -$5.63M -4% 0.81% 65.9% 181 9.94% 3.4
KA
6386
Kearns & Associates
California
$134M +$4.82M +4% 3.17% 78.7% 44 9.09% 1.6
Compass Group
6387
Compass Group
New York
$134M -$97.3M -42% 2.29% 64.6% 20 25% 1.6
Financial Network Wealth Advisors
6388
Financial Network Wealth Advisors
Utah
$134M +$33.3M +33% 2.25% – 947 87.12% 0.1
SCM
6389
Stonehill Capital Management
New York
$134M +$89.2M +200% 0.61% 117% 11 54.55% 1.1
Cedar Point Capital Partners
6390
Cedar Point Capital Partners
Iowa
$134M +$1.95M +1% 1.29% – 57 8.77% 0.5
Asset Planning Corporation
6391
Asset Planning Corporation
Tennessee
$134M -$3.3M -2% 1.02% 44.5% 42 9.52% 2.5
KCM
6392
KRS Capital Management
Michigan
$134M +$9.7M +8% 12.4% 272% 124 12.1% 1.9
VERITY Wealth Advisors
6393
VERITY Wealth Advisors
United States
$133M +$3.16M +2% 2.18% 59.9% 74 0% 3.6
iSAM Funds (UK)
6394
iSAM Funds (UK)
United Kingdom
$133M -$41.2M -24% 2.24% 53.7% 387 82.43% 0.1
Martin Capital Advisors
6395
Martin Capital Advisors
Texas
$133M +$5.83M +5% 8.02% 140% 67 1.49% 2.2
Affinity Investment Advisors
6396
Affinity Investment Advisors
California
$133M -$3.87M -3% 0.03% 189% 134 18.66% 3.3
Financial Alternatives
6397
Financial Alternatives
California
$133M +$3.77M +3% 1.14% 50.2% 84 4.76% 1.3
Andina Capital Management
6398
Andina Capital Management
Utah
$133M +$5.08M +4% 0.8% 38.9% 131 33.59% 0.3
Orser Capital Management
6399
Orser Capital Management
Texas
$133M +$26.3M +25% 9.29% 128% 42 2.38% 4.4
Better Money Decisions
6400
Better Money Decisions
New Mexico
$133M +$6.84M +5% 1.06% 32.7% 67 4.48% 2.2