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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)
GIM
2476
Greylin Investment Management
Virginia
$197M -$117M -37% 4.24% 52.1% 42 14.29% 0.2
WAM
2477
Weatherly Asset Management
California
$197M +$15.4M +8% 5.53% 108% 146 13.01% 0.2
IC
2478
InterOcean Capital
Illinois
$197M +$17.4M +10% 3.05% 32.1% 79 5.06% 0.2
ACI
2479
Advance Capital I
Michigan
$197M -$6.47M -3% 7.12% 34.1% 383 17.49% 0.2
HS
2480
Huntington Steele
Pennsylvania
$196M +$12.3M +7% 5.67% 69.8% 62 1.61% 0.3
MC
2481
Menta Capital
California
$196M +$40.8M +26% 7.08% 61.2% 548 65.69% 0.1
PCM
2482
Peg Capital Management
New Hampshire
$196M +$9.56M +5% 3.98% – 34 5.88% 0.2
KC
2483
Kingfisher Capital
North Carolina
$196M +$13.7M +8% 6.21% 58.5% 145 13.1% 0.2
NAMP
2484
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$196M -$37.8M -16% 6.73% 73.1% 110 30% 0.2
PAS
2485
Partnervest Advisory Services
California
$196M -$23.1M -11% 3.44% 45.1% 1,094 17.18% 0.2
CAIMH
2486
Central Asset Investments & Management Holdings
Hong Kong
$196M +$120M +157% 52.2% 3,210% 38 68.42% 0.1
FBT
2487
Founders Bank & Trust
Michigan
$196M +$8.75M +5% 3.12% – 378 13.23% 0.2
Waverly Advisors
2488
Waverly Advisors
Alabama
$196M +$22.3M +13% 7.28% 67.6% 585 83.59% 0
TFF
2489
Timothy F. Fidgeon
$196M +$10.7M +6% 5.46% – 124 8.06% 0.2
UIM
2490
Underhill Investment Management
California
$196M +$26.2M +15% 8.02% 59.8% 25 20% 0.2
PCMK
2491
Paragon Capital Management (Kansas)
Kansas
$195M +$4.36M +2% 4.65% 87.5% 71 9.86% 0.2
SAS
2492
Stelac Advisory Services
New York
$195M +$28.6M +17% 4.86% 84.9% 30 6.67% 0.2
BC
2493
Barnett & Company
Tennessee
$194M +$11.9M +7% 1.51% 65.9% 196 8.67% 0.2
EI
2494
Enterprise Investors
New York
$194M -$49.9M -20% 23.1% – 1 0% 0.3
EVC
2495
Eidelman Virant Capital
Missouri
$194M +$23.7M +14% 8.58% 46.2% 178 28.65% 0.2
DMAM
2496
Del Mar Asset Management
New York
$194M +$37.8M +24% 4.69% – 45 66.67% 0.1
TSBJ
2497
Trevor, Stewart, Burton & Jacobsen
New York
$194M +$6.24M +3% 5.78% – 72 29.17% 0.2
RBLCM
2498
Roaring Blue Lion Capital Management
Texas
$193M -$353K -0.2% 10.9% – 63 28.57% 0.2
Allworth Financial
2499
Allworth Financial
California
$193M +$14.8M +8% 5.03% 53.3% 83 32.53% 0.2
PSC
2500
Prentiss Smith & Co
Vermont
$193M -$328K -0.2% 6.39% 63.9% 277 13.36% 0.2