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
MSFP
3451
Mark Sheptoff Financial Planning
Connecticut
$113M -$68K -0.1% 365
FHC
3452
First Houston Capital
Texas
$113M +$6.11M +6% 88
RHFI
3453
Reilly Herbert Faulkner III
$113M +$11.1M +11% 41
OIM
3454
Orca Investment Management
Oregon
$113M -$3.65M -3% 92
KAM
3455
Kassirer Asset Management
Ontario, Canada
$113M 68
SPIO
3456
Seven Post Investment Office
California
$112M -$9.21M -8% 8
SG
3457
Somerset Group
Minnesota
$112M +$4M +4% 80
RHDIC
3458
R.H. Dinel Investment Counsel
California
$112M +$1.97M +2% 61
SGA
3459
Strategic Global Advisors
California
$112M 130
AIA
3460
AIMZ Investment Advisors
California
$112M 91
WCM
3461
Weyland Capital Management
New Hampshire
$112M +$1.67M +2% 13
HWA
3462
Heritage Wealth Advisors
Virginia
$112M +$15.8M +16% 93
UFA
3463
US Financial Advisors
Massachusetts
$112M 368
OAMA
3464
Oslo Asset Management AS
Norway
$112M -$55.1M -33% 11
SGA
3465
Siguler Guff Advisers
New York
$112M +$7.1M +7% 5
CFS
3466
Commonwealth Financial Services
West Virginia
$112M 241
GCM
3467
Gibraltar Capital Management
Oklahoma
$112M 36
AT
3468
Argent Trust
Texas
$111M 106
WOA
3469
Water Oak Advisors
Florida
$111M -$4.63M -4% 14
LCM
3470
Lafitte Capital Management
Texas
$111M -$38.9M -26% 27
LRIC
3471
Long Road Investment Counsel
Michigan
$111M 66
RIM
3472
Reliant Investment Management
Tennessee
$111M +$3.27M +3% 66
DIS
3473
Diversified Investment Strategies
Louisiana
$111M -$8.96M -7% 67
PM
3474
Penbrook Management
New York
$111M +$2.44M +2% 129
JIC
3475
JRM Investment Counsel
Nebraska
$111M 39