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
DA
3501
DSC Advisors
Illinois
$142M -$30M -17% 56
MFT
3502
Moisand Fitzgerald Tamayo
Florida
$142M +$7.1M +5% 63
OA
3503
Opes Advisors
California
$142M +$44.4M +46% 63
PI
3504
Parkside Investments
Illinois
$142M 53
GL
3505
Globe Life
Texas
$142M +$6.89M +5% 1
KOCAA
3506
Knights of Columbus Asset Advisors
Connecticut
$142M 93
FA
3507
FC Advisory
Pennsylvania
$142M +$6.12M +5% 40
PB
3508
Pinnacle Bancorp
Nebraska
$141M 624
MIC
3509
MU Investments Company
Japan
$141M +$7.83M +6% 190
KM
3510
Kalos Management
Georgia
$141M +$17.3M +14% 141
SV
3511
Stilwell Value
New York
$140M -$84K -0.1% 43
CSA
3512
Cottage Street Advisors
Massachusetts
$140M +$9.26M +7% 88
HCA
3513
Horan Capital Advisors
Ohio
$140M +$6.38M +5% 68
MSFP
3514
Mark Sheptoff Financial Planning
Connecticut
$140M +$5.49M +4% 384
VFPI
3515
Vantage Financial Partners (Illinois)
Illinois
$140M +$28.7M +26% 75
MP
3516
Marlowe Partners
New York
$140M -$22.9M -14% 14
MWM
3517
Mascoma Wealth Management
New Hampshire
$140M +$3.75M +3% 398
MSWM
3518
Mader & Shannon Wealth Management
Missouri
$139M +$19.1M +16% 17
CIR
3519
Clear Investment Research
Georgia
$139M +$9.57M +7% 47
JAM
3520
Jolley Asset Management
North Carolina
$139M -$277K -0.2% 156
LPIC
3521
LeJeune Puetz Investment Counsel
Michigan
$139M +$8.86M +7% 152
AZA
3522
Arthur Zaske & Associates
Michigan
$139M +$953K +0.7% 95
CFD
3523
Creative Financial Designs
Indiana
$139M +$16.6M +14% 926
TAA
3524
TB Alternative Assets
Cayman Islands
$139M -$57.4M -29% 19
PCC
3525
Park Circle Company
Maryland
$139M +$2.35M +2% 96