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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)
DCM
2576
Dinsmore Capital Management
New Jersey
$255M -$326K -0.1% 0.06% – 148 4.73% 1
SIM
2577
Strategic Investment Management
Virginia
$255M -$93.4M -27% 2.11% 53.3% 151 62.25% 0.4
BC
2578
Barnett & Company
Tennessee
$255M -$4.73M -2% 2.68% 65.9% 190 12.11% 1.3
MMCM
2579
Marque Millennium Capital Management
New York
$254M -$237K -0.1% 1.74% – 80 0% 1.7
Hunter Associates Investment Management
2580
Hunter Associates Investment Management
Pennsylvania
$254M -$5.98M -2% 0.76% 76.1% 152 9.87% 1.5
IFLIT
2581
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$254M +$2.27M +0.9% 1.43% 45.7% 12 8.33% 1.2
IP
2582
InvenTrust Properties
Illinois
$253M – – 6.46% 7.56% 30 – 0
Fragasso Financial Advisors
2583
Fragasso Financial Advisors
Pennsylvania
$253M +$135M +115% 1.43% 73.7% 60 43.33% 0.6
SCC
2584
Second Curve Capital
Pennsylvania
$253M +$6.54M +3% 0.21% 160% 28 25% 1.3
BS
2585
Bow Street
New York
$253M -$29.3M -10% 6.63% 43.3% 42 61.9% 0.4
Roundview Capital
2586
Roundview Capital
New Jersey
$253M +$9.13M +4% 0.13% 77.7% 164 19.51% 1.1
Baldwin Investment Management
2587
Baldwin Investment Management
Pennsylvania
$253M -$5.38M -2% 1.74% 74.8% 136 4.41% 1.6
PRCP
2588
Pacific Ridge Capital Partners
Oregon
$252M +$16.5M +7% 10.3% 149% 151 3.97% 1.2
CKW Financial Group
2589
CKW Financial Group
Hawaii
$252M +$14.8M +6% 2.9% 62.4% 390 18.97% 1
SAM
2590
Shamrock Asset Management
Texas
$252M +$2.35M +0.9% 2.77% 31% 313 23% 0.9
AHS
2591
Aspiriant Holdings S3
California
$251M +$9.14M +4% 1.42% – 118 12.71% 1.4
Harvey Partners
2592
Harvey Partners
New York
$251M -$54.4M -18% 4.57% 174% 60 50% 0.6
CANC
2593
Culbertson A N & Co
Virginia
$251M +$8.86M +4% 0.18% 80.7% 87 8.05% 1.6
RPGK
2594
Retirement Planning Group (Kansas)
Kansas
$251M -$73.3M -23% 0.95% 49.7% 69 13.04% 1.5
Marquette Asset Management
2595
Marquette Asset Management
Minnesota
$251M +$3.57M +1% 2.01% 69.6% 95 7.37% 1.4
RCP
2596
RPM Capital Partners
New York
$251M +$21.3M +9% 28.4% – 1 0% 1.8
VE
2597
Vega Energy
New York
$251M +$4.5M +2% 1.96% 12.1% 9 11.11% 1.4
Weatherly Asset Management
2598
Weatherly Asset Management
California
$250M +$11.8M +5% 3.8% 108% 149 4.03% 1.5
AAM
2599
AR Asset Management
California
$249M +$1.31M +0.5% 0.52% 64.9% 108 3.7% 1.7
BWAM
2600
Boyd Watterson Asset Management
Ohio
$249M +$15.1M +6% 1.43% 101% 184 13.04% 1.4