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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
RM
2901
RCF Management
Colorado
$123M +$4.71M +4% 4.17% 2 0%
SRC
2902
Stone Run Capital
New York
$123M +$19.1M +18% 9.84% 77.8% 74 14.86%
LFG
2903
LifePlan Financial Group
Ohio
$123M +$32.8M +36% 5.94% 20.2% 251 20.32%
RAM
2904
Roumell Asset Management
Maryland
$123M -$23M -16% 6.05% 46.9% 23 21.74%
DIS
2905
Diversified Investment Strategies
Louisiana
$123M +$4.5M +4% 4.4% 81.3% 77 11.69%
FCM
2906
Firsthand Capital Management
California
$122M +$20.3M +20% 46.1% 154% 46 6.52%
TWS
2907
Thomas W. Smith
$122M +$9.74M +9% 9.14% 16 25%
CMP
2908
Courage Miller Partners
Virginia
$122M +$11.6M +11% 4.87% 40.3% 49 4.08%
SA
2909
Strategic Advisors
New York
$122M +$9.93M +9% 3.29% 78.5% 137 19.71%
AAM
2910
Azzad Asset Management
Virginia
$122M +$5.06M +4% 9.29% 77.7% 238 4.62%
VIMU
2911
Veritas Investment Management (UK)
United Kingdom
$121M +$5.75M +5% 3.78% 151% 62 14.52%
AM
2912
Account Management
Massachusetts
$121M +$25.5M +27% 13.9% 74.9% 39 20.51%
HKIM
2913
Hayek Kallen Investment Management
Alabama
$121M +$2.75M +2% 2.83% 68.5% 60 3.33%
FCCM
2914
First City Capital Management
Georgia
$121M +$11.4M +10% 2.7% 76.5% 170 22.94%
KCM
2915
Key Colony Management
Arkansas
$121M +$14.8M +14% 4.06% 113% 25 40%
HC
2916
Hendley & Co
Ohio
$121M +$3.9M +3% 4.53% 54.8% 63 11.11%
LA
2917
Lau Associates
Delaware
$120M +$2.35M +2% 6% 44.5% 68 10.29%
VHMC
2918
Value Holdings Management Company
New York
$120M +$6.24M +5% 13.9% 112% 24 16.67%
JAM
2919
Jolley Asset Management
North Carolina
$120M -$3.53M -3% 4.2% 3.47% 124 7.26%
Financial Engines Advisors
2920
Financial Engines Advisors
California
$120M +$3.7M +3% 5.53% 34% 60 16.67%
GIS
2921
Guardian Investor Services
New York
$120M +$3.3M +3% 5.54% 506 2.17%
MJP
2922
Michael J. Puzo
$120M +$5.69M +5% 5.09% 60.3% 76 7.89%
PWS
2923
Peloton Wealth Strategists
Indiana
$119M +$8.06M +7% 7.27% 41.1% 79 11.39%
MCM
2924
Matarin Capital Management
New York
$119M +$20M +20% 11.1% 73.2% 245 40.41%
MIM
2925
Midwest Investment Management
Ohio
$119M +$20.6M +21% 3.05% 26% 63 12.7%