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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)
P.J. Schmidt Investment Management (PJS)
2626
P.J. Schmidt Investment Management (PJS)
Wisconsin
$305M -$48.3M -14% 10.8% 65.9% 139 7.19% 3.8
Moody Aldrich Partners
2627
Moody Aldrich Partners
Massachusetts
$305M -$42.5M -12% 16.7% 312% 118 32.2% 1
Abbrea Capital
2628
Abbrea Capital
California
$305M -$34.8M -10% 10.1% 38% 176 12.5% 1.7
Avitas Wealth Management
2629
Avitas Wealth Management
California
$305M -$47.7M -14% 10.2% 56.2% 196 45.92% 0.4
D'Orazio & Associates
2630
D'Orazio & Associates
Virginia
$305M +$30.7M +11% 11% 61.2% 320 12.81% 2.6
Foresite Capital Management III
2631
Foresite Capital Management III
California
$304M -$149M -33% 31.9% 444% 25 16% 1.6
NTCM
2632
Nine Ten Capital Management
Illinois
$304M -$34M -10% 9.65% 166% 8 12.5% 3.1
Alley Company
2633
Alley Company
Illinois
$304M -$22.7M -7% 9.11% 88.2% 84 4.76% 3.8
12th Street Asset Management Company
2634
12th Street Asset Management Company
Tennessee
$304M -$116M -28% 21.9% 106% 34 44.12% 1.1
EEP
2635
Edgehill Endowment Partners
Connecticut
$304M – – 5.07% 11.6% 7 – 0
NAP
2636
New Amsterdam Partners
New York
$304M -$85.8M -22% 16.7% 73.9% 132 25.76% 1.3
FPCM
2637
Financial Partners Capital Management
New York
$303M -$48.8M -14% 11.8% 34.2% 90 22.22% 3.4
Cardinal Capital Management Inc (North Carolina)
2638
Cardinal Capital Management Inc (North Carolina)
North Carolina
$303M -$50M -14% 10.7% 86.4% 127 6.3% 4.3
Rutabaga Capital Management
2639
Rutabaga Capital Management
Massachusetts
$303M -$133M -30% 19.9% 57% 51 15.69% 2
DCM
2640
Divisar Capital Management
California
$303M -$11.7M -4% 11% 194% 31 19.35% 1.2
McKinley Carter Wealth Services
2641
McKinley Carter Wealth Services
West Virginia
$303M -$34.4M -10% 13.3% 63.2% 160 8.75% 3.2
EVM
2642
Evelyn V. Moreno
$303M -$54.6M -15% 12% 39.4% 64 3.13% 4.3
PenderFund Capital Management
2643
PenderFund Capital Management
British Columbia, Canada
$302M -$19.6M -6% 15.9% 129% 78 21.79% 0.6
MAA
2644
Mraz Amerine & Associates
California
$302M -$35.4M -10% 11.7% 69.8% 171 14.04% 3.7
JHL Capital Group
2645
JHL Capital Group
Illinois
$302M -$329M -52% 20.1% – 16 62.5% 0.4
Wilkins Investment Counsel
2646
Wilkins Investment Counsel
Massachusetts
$302M -$32.2M -10% 7.42% 56.2% 76 5.26% 4.7
Greenspring Associates
2647
Greenspring Associates
Maryland
$302M – – 2.7% – 7 – 0
Yorktown Management & Research Company
2648
Yorktown Management & Research Company
Virginia
$302M -$40M -12% 12.3% 223% 373 24.93% 1.5
D.L. Carlson Investment Group
2649
D.L. Carlson Investment Group
New Hampshire
$301M -$53.3M -15% 12.3% 113% 156 16.67% 3.1
Income Research & Management
2650
Income Research & Management
Massachusetts
$301M -$14.7M -5% 0.07% 1.19% 28 7.14% 2.7