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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)
Rings Capital Management
6401
Rings Capital Management
Illinois
$186M -$15.1M -8% 8.22% 40.9% 7 0% 3.5
BAM
6402
Bosun Asset Management
Illinois
$186M -$21.3M -10% 2.1% 278% 84 17.86% 2.8
Hofer & Associates
6403
Hofer & Associates
California
$186M -$2.67M -1% 2.16% 61.7% 67 5.97% 2.9
Strategic Value Bank Partners
6404
Strategic Value Bank Partners
Ohio
$186M +$40M +27% 1.39% 98.1% 17 47.06% 2.4
Merrion Investment Management
6405
Merrion Investment Management
New Jersey
$186M +$400K +0.2% 8.23% 161% 115 6.96% 3.3
MIM
6406
Meixler Investment Management
Arizona
$186M +$21.2M +13% 12.9% 60.8% 104 19.23% 2.1
Pacific Wealth Management
6407
Pacific Wealth Management
California
$186M -$29.5M -14% 1.57% 72.8% 23 17.39% 1.9
KA
6408
Kearns & Associates
California
$186M -$7.7M -4% 2.86% 78.7% 41 4.88% 3.1
Envision Financial
6409
Envision Financial
Wisconsin
$186M -$3.36M -2% 0.03% – 47 12.77% 1.1
Spectrum Strategic Capital Management
6410
Spectrum Strategic Capital Management
Oregon
$186M -$2.37M -1% 0.35% 85.6% 79 5.06% 0.9
Bullseye Investment Management
6411
Bullseye Investment Management
Ohio
$186M -$6.36M -3% 3.63% 38.2% 346 13.01% 0.6
Loudon Investment Management
6412
Loudon Investment Management
New Hampshire
$186M -$5.61M -3% 0.41% 72.5% 98 8.16% 5.9
Hansen & Associates Financial Group
6413
Hansen & Associates Financial Group
California
$186M +$2.76M +2% 1.32% – 48 16.67% 0.6
Novak & Powell Financial Services
6414
Novak & Powell Financial Services
Florida
$186M -$6.09M -3% 1.36% – 170 8.24% 1.8
Pacific Financial Group
6415
Pacific Financial Group
Washington
$186M +$5.67M +3% 1.76% 61.1% 91 14.29% 5
Graney & King
6416
Graney & King
New York
$186M +$14.5M +8% 0.57% – 383 10.7% 1.1
Financial Alternatives
6417
Financial Alternatives
California
$185M +$13.5M +8% 0.48% 50.2% 87 9.2% 2.9
Pinney & Scofield
6418
Pinney & Scofield
Massachusetts
$185M +$9.21M +5% 1.83% – 246 15.04% 1.1
Baron Financial Group
6419
Baron Financial Group
New Jersey
$185M -$1.1M -0.6% 0.05% 55.5% 57 7.02% 4.1
J. Hagan Capital
6420
J. Hagan Capital
Kentucky
$185M +$4.59M +3% 3.13% – 88 21.59% 0.6
Capasso Planning Partners
6421
Capasso Planning Partners
South Carolina
$185M +$2.77M +2% 1.38% 51.6% 81 16.05% 2.5
Valley Financial Group
6422
Valley Financial Group
Pennsylvania
$185M +$7.28M +4% 0.29% – 68 16.18% 1.7
BCK Partners
6423
BCK Partners
New York
$185M +$178K +0.1% 0.48% 46% 27 3.7% 4.2
Panoramic Investment Advisors
6424
Panoramic Investment Advisors
Colorado
$185M +$902K +0.5% 2.08% – 137 13.14% 2.2
Walker Asset Management
6425
Walker Asset Management
Missouri
$185M -$1.17M -0.6% 0.56% 87.6% 150 10% 2.7