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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 Time
Held (Qtrs)
BL
2801
BCWM LLC
Kansas
$196M +$6.25M +3% 4.68% – 97 23.71% 3
GC
2802
Gratia Capital
California
$196M -$28.6M -13% 1.89% 42.4% 64 53.13% 1
PCP
2803
Perimeter Capital Partners
Georgia
$196M -$5.03M -3% 5.24% – 218 33.94% 2.3
WIP
2804
Wayzata Investment Partners
Minnesota
$196M -$22.7M -10% 10.4% – 1 0% 4
DA
2805
Dillon & Associates
Michigan
$195M +$8.05M +4% 5.45% 98.2% 63 3.17% 3.8
PWAP
2806
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$195M +$11.2M +6% 6.32% 58.5% 128 8.59% 3.6
VV
2807
Verity & Verity
South Carolina
$195M +$10.6M +6% 4.31% 76.4% 64 7.81% 3.7
1CM
2808
1492 Capital Management
Wisconsin
$195M -$6.87M -3% 3.63% 332% 159 40.25% 1.4
FCT
2809
Family Capital Trust
Massachusetts
$194M +$10M +5% 5.18% 32.3% 94 7.45% 3.7
CP
2810
Cinque Partners
California
$194M +$9.96M +5% 6.15% – 42 4.76% 3.7
BCM
2811
Bodri Capital Management
California
$194M -$6.06M -3% 8.15% – 65 61.54% 1.4
HCM
2812
HMI Capital Management
California
$194M +$12.9M +7% 2.09% 5.95% 9 0% 3.4
IIC
2813
Ironwood Investment Counsel
Arizona
$193M +$10.2M +6% 5.08% 64% 146 11.64% 3.1
SC
2814
Stratford Consulting
Texas
$193M +$9.42M +5% 4.41% 8.23% 56 3.57% 3.4
LS
2815
Lattice Strategies
Pennsylvania
$193M -$5.52M -3% 4.47% 19.9% 105 6.67% 3.5
TCMV
2816
Technology Crossover Management VI
California
$193M +$16.1M +9% 10.4% 25.5% 3 0% 4
ICM
2817
ISZO Capital Management
New York
$193M +$26.7M +16% 23.9% 68.2% 19 47.37% 0.7
GHAM
2818
Gilman Hill Asset Management
Connecticut
$193M +$23.5M +14% 5.86% 54.2% 164 11.59% 2.9
TSBJ
2819
Trevor, Stewart, Burton & Jacobsen
New York
$193M -$13.7M -7% 2.56% – 62 20.97% 3.2
KC
2820
Kingfisher Capital
North Carolina
$192M +$2.79M +1% 4.69% 58.5% 165 21.21% 2.9
RCM
2821
Raptor Capital Management
Massachusetts
$192M +$5.06M +3% 6.84% – 49 51.02% 1.5
AC
2822
AYM Capital
New York
$192M +$28.7M +18% 22.5% – 60 16.67% 1
SHWM
2823
Smith & Howard Wealth Management
Georgia
$192M +$14.4M +8% 5.12% 40.4% 49 30.61% 3.1
SFG
2824
Sather Financial Group
Texas
$192M +$33.8M +21% 4.04% 70% 62 33.87% 3
TBAM
2825
True Bearing Asset Management
California
$192M +$14.3M +8% 5.03% 66.3% 89 15.73% 3.2