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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)
KWMG
2851
King Wealth Management Group
Florida
$239M +$16.6M +7% 5.5% 86% 130 13.85% 2.2
DLG
2852
Daniel L. Goodwin
$239M -$9.5M -4% 3.5% 72.6% 95 12.63% 2.3
Yiheng Capital Management
2853
Yiheng Capital Management
California
$239M -$30.8M -11% 23.3% 82% 14 14.29% 1
VHMC
2854
Value Holdings Management Company
New York
$239M -$12.1M -5% 3.5% 125% 38 2.63% 2.4
IA
2855
Independence Advisors
Pennsylvania
$239M +$11.4M +5% 5.74% 24.4% 81 17.28% 0.6
Ironwood Investment Counsel
2856
Ironwood Investment Counsel
Arizona
$239M +$14M +6% 3.9% 64% 162 8.64% 2.5
Greenhouse Funds
2857
Greenhouse Funds
Maryland
$238M +$22.3M +10% 6.68% 90.7% 44 31.82% 0.2
GCM
2858
Grisanti Capital Management
New York
$238M +$15.9M +7% 5.21% 17.9% 62 20.97% 1.8
Insight Holdings Group
2859
Insight Holdings Group
New York
$238M +$17.2M +8% 23.7% 111% 3 33.33% 0.8
FundX Investment Group
2860
FundX Investment Group
California
$238M -$47.7M -17% 3.32% 94.6% 47 17.02% 0.5
Hunter Associates Investment Management
2861
Hunter Associates Investment Management
Pennsylvania
$238M +$3.39M +1% 3.81% 76.1% 164 6.71% 2.7
Cevian Capital II
2862
Cevian Capital II
Jersey
$238M +$55.6M +31% 32.7% 105% 1 0% 1.3
White Square Capital
2863
White Square Capital
United Kingdom
$238M +$173M +269% 45% 542% 14 92.86% 0
Clean Yield Group
2864
Clean Yield Group
Vermont
$237M +$15.7M +7% 4.23% 65% 301 59.47% 1.2
SCM
2865
Springhouse Capital Management
Connecticut
$237M -$3.49M -1% 10% 52% 29 41.38% 0.8
FIM
2866
Friedberg Investment Management
Texas
$237M +$18M +8% 6.44% 44.8% 103 14.56% 2
Marlowe Partners
2867
Marlowe Partners
New York
$236M -$17.2M -7% 1.72% 16.3% 14 50% 0.8
Rosenblum Silverman Sutton
2868
Rosenblum Silverman Sutton
California
$236M +$24.9M +12% 14.4% 90.1% 68 14.71% 2.1
PSquared Asset Management
2869
PSquared Asset Management
Switzerland
$236M +$175M +289% 7.38% 178% 8 62.5% 0.1
American National Registered Investment Advisor
2870
American National Registered Investment Advisor
Texas
$235M +$15.5M +7% 5.56% 95.8% 253 7.11% 2.9
III
2871
Independent Investors Inc
New York
$235M +$19M +9% 10.3% 61.6% 79 0% 3.3
HA
2872
Harbor Advisors
Florida
$235M +$26.3M +13% 9.13% 125% 141 16.31% 0.2
Dillon & Associates
2873
Dillon & Associates
Michigan
$235M +$14.9M +7% 7.01% 117% 75 9.33% 2.8
Golden Gate Private Equity
2874
Golden Gate Private Equity
California
$234M -$21.4M -8% 7.32% 8.72% 23 13.04% 1
ARS Wealth Advisors
2875
ARS Wealth Advisors
Florida
$234M +$10.8M +5% 5.36% 62.5% 119 19.33% 1.6