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
OA
3501
Opes Advisors
California
$142M +$44.4M +46% 63
PI
3502
Parkside Investments
Illinois
$142M 53
GL
3503
Globe Life
Texas
$142M +$6.89M +5% 1
KOCAA
3504
Knights of Columbus Asset Advisors
Connecticut
$142M 93
FA
3505
FC Advisory
Pennsylvania
$142M +$6.12M +5% 40
PB
3506
Pinnacle Bancorp
Nebraska
$141M 624
MIC
3507
MU Investments Company
Japan
$141M +$7.83M +6% 190
KM
3508
Kalos Management
Georgia
$141M +$17.3M +14% 141
SV
3509
Stilwell Value
New York
$140M -$84K -0.1% 43
CSA
3510
Cottage Street Advisors
Massachusetts
$140M +$9.26M +7% 88
HCA
3511
Horan Capital Advisors
Ohio
$140M +$6.38M +5% 68
MSFP
3512
Mark Sheptoff Financial Planning
Connecticut
$140M +$5.49M +4% 384
VFPI
3513
Vantage Financial Partners (Illinois)
Illinois
$140M +$28.7M +26% 75
MP
3514
Marlowe Partners
New York
$140M -$22.9M -14% 14
MWM
3515
Mascoma Wealth Management
New Hampshire
$140M +$3.75M +3% 398
MSWM
3516
Mader & Shannon Wealth Management
Missouri
$139M +$19.1M +16% 17
CIR
3517
Clear Investment Research
Georgia
$139M +$9.57M +7% 47
JAM
3518
Jolley Asset Management
North Carolina
$139M -$277K -0.2% 156
LPIC
3519
LeJeune Puetz Investment Counsel
Michigan
$139M +$8.86M +7% 152
AZA
3520
Arthur Zaske & Associates
Michigan
$139M +$953K +0.7% 95
CFD
3521
Creative Financial Designs
Indiana
$139M +$16.6M +14% 926
TAA
3522
TB Alternative Assets
Cayman Islands
$139M -$57.4M -29% 19
PCC
3523
Park Circle Company
Maryland
$139M +$2.35M +2% 96
SIAP
3524
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$139M +$14.3M +11% 354
SCM
3525
Sitrin Capital Management
California
$139M +$9.87M +8% 38