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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)
Bessemer Securities
2851
Bessemer Securities
New York
$168M – – 7.02% 45% 42 – 0
Augustine Asset Management
2852
Augustine Asset Management
Florida
$168M +$23.2M +16% 7.65% 316% 69 28.99% 0.4
Thomas J. Herzfeld Advisors
2853
Thomas J. Herzfeld Advisors
Florida
$168M +$12.6M +8% 2.24% 17.7% 328 24.39% 0.4
American Investment Services
2854
American Investment Services
Massachusetts
$168M +$7.92M +5% 4.03% 63.1% 68 2.94% 0.5
AmeriServ Wealth Advisors
2855
AmeriServ Wealth Advisors
Pennsylvania
$168M +$10.6M +7% 10% – 192 11.46% 0.5
SVA Wealth Management
2856
SVA Wealth Management
Wisconsin
$168M – – 7.6% 44.5% 134 – 0
Steigerwald Gordon & Koch
2857
Steigerwald Gordon & Koch
Virginia
$167M +$14.1M +9% 8.44% 59.5% 45 8.89% 0.5
EMR
2858
Errol M. Rudman
$167M +$22.3M +15% 13% 60.5% 45 40% 0.3
LA
2859
Lynch & Associates
Indiana
$167M +$17.5M +12% 10.3% 73.5% 99 7.07% 0.5
CC
2860
Cognios Capital
Kansas
$167M – – 10.4% 28.5% 70 – 0
NCIM
2861
New Century Investment Management
Michigan
$167M +$20.1M +14% 16.8% 103% 93 19.35% 0.4
GRP
2862
Geologic Resource Partners
Massachusetts
$167M -$2.54M -2% 0.55% – 21 47.62% 0.4
Marvin & Palmer Associates
2863
Marvin & Palmer Associates
Delaware
$167M +$13.8M +9% 16.4% 392% 82 37.8% 0.3
AIA (Singapore)
2864
AIA (Singapore)
Singapore
$166M +$15.3M +10% 10.2% 15.4% 2 0% 0.5
Kinsight LLC
2865
Kinsight LLC
Alabama
$166M +$3.91M +2% 7.35% 15.7% 32 6.25% 0.5
Arbor Investment Advisors
2866
Arbor Investment Advisors
North Carolina
$166M +$11.5M +7% 6.74% 44.3% 41 7.32% 0.5
Moneta Group Investment Advisors
2867
Moneta Group Investment Advisors
Missouri
$166M +$14.2M +9% 9.1% 64.3% 131 16.03% 0.4
N.G. Partners II
2868
N.G. Partners II
California
$166M – – 14.4% – 1 – 0
SJ
2869
Stilwell Joseph
$166M -$5.67M -3% 3.91% – 60 13.33% 0.5
Old West Investment Management
2870
Old West Investment Management
California
$166M -$44.3M -21% 2.74% 242% 88 13.64% 0.4
TT
2871
Tower Trust
Indiana
$165M +$17.4M +12% 8.72% – 177 17.51% 0.4
HIS
2872
Horizon Investment Services
Indiana
$165M +$18.8M +13% 15.4% 250% 128 29.69% 0.3
Raffa Wealth Management
2873
Raffa Wealth Management
District of Columbia
$165M – – 1.73% 35.8% 751 – 0
UAM
2874
UAS Asset Management
New York
$165M +$19.6M +13% 9.6% 98% 33 33.33% 0.4
Moon Capital Management
2875
Moon Capital Management
New York
$165M -$25.3M -13% 7.5% 76.3% 39 53.85% 0.3