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
CJA
3551
C-J Advisory
California
$112M 126
RCG
3552
Ruggie Capital Group
Florida
$112M +$3.21M +3% 243
AIA
3553
AIMZ Investment Advisors
California
$112M +$2.77M +3% 96
SAM
3554
Smithbridge Asset Management
Pennsylvania
$112M +$4.09M +4% 55
HCM
3555
Highlander Capital Management
New Jersey
$112M +$2.24M +2% 843
EFIC
3556
Eliot Finkel Investment Counsel
California
$111M -$975K -0.9% 34
RAM
3557
RK Asset Management
Michigan
$111M -$701K -0.6% 15
WA1
3558
Wimmer Associates 1
California
$111M -$972K -0.9% 113
LAM
3559
Lingohr Asset Management
Germany
$111M +$11.5M +12% 104
CAM
3560
Chesapeake Asset Management
New York
$110M -$12.5M -10% 92
BHBT
3561
Burke & Herbert Bank & Trust
Virginia
$110M +$335K +0.3% 138
OFG
3562
OTA Financial Group
New York
$110M -$20.6M -16% 100
RWG
3563
Regal Wealth Group
California
$110M +$4.04M +4% 227
BA
3564
Bennicas & Associates
California
$110M -$1.42M -1% 86
DRS
3565
Deane Retirement Strategies
Louisiana
$110M +$674K +0.6% 59
TCA
3566
Teewinot Capital Advisers
New York
$110M -$8.73M -7% 50
SWA
3567
Sutton Wealth Advisors
Florida
$110M +$3.66M +3% 1,074
AIS
3568
Accurate Investment Solutions
Pennsylvania
$109M +$16.4M +18% 345
TWA
3569
Tillar-Wenstrup Advisors
Ohio
$109M +$8.29M +8% 55
RA
3570
RFG Advisory
Alabama
$109M -$5.71M -5% 99
SIM
3571
SCGF III Management
California
$109M +$27.7M +34% 2
SAMNY
3572
Samsung Asset Management (New York)
New York
$109M -$19.8M -15% 73
TIA
3573
Tiemann Investment Advisors
California
$109M +$2.43M +2% 168
FIM
3574
Fernwood Investment Management
Massachusetts
$109M +$7.09M +7% 131
SFA
3575
Staton Financial Advisors
North Carolina
$109M -$123K -0.1% 40