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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)
LA
2851
Lucus Advisors
New York
$209M +$12.9M +7% 3.44% 16.7% 443 52.6% 0.3
NGA
2852
Naples Global Advisors
Florida
$208M -$2.03M -1% 2.4% 103% 238 3.36% 1.2
MP
2853
Mediatel Partners
Texas
$208M +$13.4M +7% 6.85% 11.6% 2 0% 2
TFMS
2854
Trust & Fiduciary Management Services
Massachusetts
$208M -$11.5M -5% 5.76% – 44 9.09% 1.4
TC
2855
Taylor Cottrill
New Hampshire
$208M -$3.08M -1% 0.93% – 108 7.41% 1.7
CI
2856
Chartist Inc
California
$207M -$3.62M -2% 0.58% – 42 9.52% 1.8
BS
2857
Bow Street
New York
$207M -$46M -18% 0.35% 43.3% 41 70.73% 0.4
TL
2858
TowerView LLC
New York
$207M -$13.3M -6% 6.18% 17.9% 31 12.9% 1.2
WCM
2859
Waterstone Capital Management
Minnesota
$207M +$548K +0.3% 1.49% 23.4% 20 10% 0.9
VV
2860
Verity & Verity
South Carolina
$207M -$11.1M -5% 1.44% 76.4% 67 8.96% 1.7
DWA
2861
Dorsey Wright & Associates
California
$207M -$11.4M -5% 0.15% 311% 135 45.19% 0.6
Vantagepoint Investment Advisers
2862
Vantagepoint Investment Advisers
District of Columbia
$207M -$808K -0.4% 0.22% 32.7% 1 0% 1.5
LFR
2863
Lehman Financial Resources
Pennsylvania
$206M -$11.1M -5% 2.58% 58.2% 470 10.85% 1.5
ANRIA
2864
American National Registered Investment Advisor
Texas
$206M -$2.05M -1% 0.27% 95.8% 238 5.46% 1.8
WRTC
2865
Wind River Trust Company
Wyoming
$206M -$9.13M -4% 0.19% 62.1% 12 0% 1.8
AIM
2866
Advantage Investment Management
Iowa
$206M +$29.5M +17% 0.32% 28.6% 952 17.12% 0.4
ARCT
2867
Anne Ray Charitable Trust
Minnesota
$205M -$141M -41% 0.63% 31% 3 33.33% 0.7
PCM
2868
Pyrrho Capital Management
New York
$205M +$89.2M +77% 7.43% – 38 65.79% 0.2
DA
2869
Dillon & Associates
Michigan
$205M -$3.11M -1% 1.41% 98.2% 65 3.08% 1.8
NVPX
2870
Norwest Venture Partners XI
California
$205M +$47.3M +30% 37.9% – 4 25% 0.6
SSG
2871
Summit Securities Group
New York
$205M +$71.3M +53% 5.16% 136% 750 80.8% 0.4
AFGI4KRSP
2872
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$205M -$3.76M -2% 1.39% 17.8% 1 0% 2
CP
2873
Clover Partners
Texas
$205M -$4.06M -2% 7.27% 32.2% 30 26.67% 1.3
DBIA
2874
Dumont & Blake Investment Advisors
New Jersey
$205M -$1.45M -0.7% 0.65% 78.3% 174 6.9% 1.6
Mariner Independent Advisor Network
2875
Mariner Independent Advisor Network
Kansas
$204M +$25.4M +14% 0.81% 39.5% 102 23.53% 0.7