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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)
Advance Capital I
2601
Advance Capital I
Michigan
$209M +$12.9M +7% 8.92% 34.1% 400 42.75% 0.4
VNBTrust National Association
2602
VNBTrust National Association
Virginia
$209M -$74.1M -26% 7.92% 42.9% 149 14.77% 0.4
DD
2603
Dominick & Dominick
New York
$209M +$28.9M +16% 8.03% – 211 26.07% 0.4
USA Mutuals Advisors
2604
USA Mutuals Advisors
Texas
$209M +$51M +32% 10.8% 14.1% 59 30.51% 0.3
Dock Street Asset Management
2605
Dock Street Asset Management
Florida
$209M +$29.6M +17% 10.2% 175% 66 21.21% 0.4
TCM
2606
TCS Capital Management
New York
$209M +$43.9M +27% 28.4% 271% 52 61.54% 0.2
Caledonia Investments plc (UK)
2607
Caledonia Investments plc (UK)
United Kingdom
$208M +$8.97M +5% 5.83% 61.9% 12 0% 0.5
Hanson & Doremus Investment Management
2608
Hanson & Doremus Investment Management
Vermont
$208M +$10.7M +5% 8.14% 86.3% 438 11.19% 0.4
AV Partners VIII
2609
AV Partners VIII
Texas
$208M – – 6.74% – 3 – 0
PCMK
2610
Paragon Capital Management (Kansas)
Kansas
$208M +$12.4M +6% 8.46% 87.5% 67 8.96% 0.5
Strategic Point Investment Advisors
2611
Strategic Point Investment Advisors
Rhode Island
$208M +$16.1M +8% 9.09% 51.9% 12 25% 0.4
III
2612
Independent Investors Inc
New York
$208M +$17.8M +9% 11.6% 61.6% 93 12.9% 0.5
Filament
2613
Filament
Washington
$208M +$10.8M +6% 4.6% 46.9% 37 5.41% 0.5
CVentures
2614
CVentures
Colorado
$207M – – 7.4% – 1 – 0
SkyTop Capital Management
2615
SkyTop Capital Management
New Jersey
$207M -$6.14M -3% 10.5% 50.2% 26 46.15% 0.3
Sage Financial Group
2616
Sage Financial Group
Pennsylvania
$207M – – 7.3% 62% 37 – 0
EEG
2617
E.E. Geduld
$207M +$43.3M +26% 7.42% 59.9% 434 49.54% 0.3
LCM
2618
Lionstone Capital Management
New York
$207M +$35.2M +21% 12.9% 74.1% 17 5.88% 0.5
Crestview Partners
2619
Crestview Partners
New York
$207M -$36.6M -15% 1.48% – 2 50% 0.5
NewSquare Capital
2620
NewSquare Capital
Pennsylvania
$207M -$1.54M -0.7% 1.47% 76.5% 286 31.47% 0.4
MUFG Securities EMEA
2621
MUFG Securities EMEA
United Kingdom
$207M – – 6.86% 114% 54 – 0
Equinox Partners Investment Management
2622
Equinox Partners Investment Management
Connecticut
$207M -$95.2M -32% 4.79% 241% 17 5.88% 0.5
OFM
2623
Okumus Fund Management
Cayman Islands
$206M +$122M +144% 14.1% 8.26% 3 0% 0.5
BCM
2624
Bodri Capital Management
California
$206M +$34.3M +20% 11.9% – 81 66.67% 0.2
Adirondack Research & Management
2625
Adirondack Research & Management
New York
$206M +$32.3M +19% 14.9% 47.8% 104 14.42% 0.4