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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
DAM
3051
Doheny Asset Management
California
$217M +$4.19M +2% 4.17% 135% 116 11.21%
BFIC
3052
Bedell Frazier Investment Counselling
California
$217M -$57.1M -21% 4.1% 72.5% 47 23.4%
WKWM
3053
Walter & Keenan Wealth Management
Indiana
$217M +$17.5M +9% 3.65% 92% 170 10.59%
AG
3054
Ashmore Group
United Kingdom
$217M +$66.5M +44% 18.6% 103% 28 35.71%
YEPI
3055
Yorktown Energy Partners IX
New York
$216M +$23.5M +12% 12.2% 67.3% 2 0%
CVSCT
3056
C.V. Starr & Co Trust
New York
$216M -$16.6M -7% 0.92% 51.7% 30 10%
FIM
3057
Farmhouse Investment Management
California
$216M +$5.35M +3% 2.69% 34 8.82%
IAS
3058
IMA Advisory Services
Colorado
$216M +$7.61M +4% 5.79% 74.5% 137 12.41%
NLVP
3059
New Leaf Venture Partners
New York
$215M +$73.1M +51% 31.8% 17.1% 17 17.65%
MA
3060
Marshwinds Advisory
Georgia
$215M +$4.06M +2% 3.67% 32.9% 142 8.45%
KCM
3061
Karp Capital Management
California
$215M +$13.1M +6% 4.94% 21.3% 124 29.03%
EDRIA
3062
Edmonds Duncan Registered Investment Advisors
Kansas
$215M +$41.6M +24% 2.77% 12.8% 110 12.73%
BA
3063
Bard Associates
Illinois
$215M -$5.68M -3% 2.9% 241% 186 4.3%
CBTWT
3064
Community Bank & Trust (Waco, Texas)
Texas
$215M +$8.16M +4% 3.74% 108% 127 3.94%
SIRP
3065
Shelter Insurance Retirement Plan
Missouri
$215M +$1.41M +0.7% 4.16% 60.5% 43 9.3%
RPA
3066
Rock Point Advisors
Vermont
$215M +$1.87M +0.9% 2.71% 82.8% 80 8.75%
BPV
3067
Battery Partners VIII
Massachusetts
$214M +$14.9M +7% 7.49% 1 0%
AIA
3068
Arbor Investment Advisors
North Carolina
$214M +$11.3M +6% 4.35% 44.3% 42 7.14%
HI
3069
Hudock Inc
Pennsylvania
$214M +$19.9M +10% 3.64% 64.4% 709 13.68%
DCM
3070
Dean Capital Management
Kansas
$214M +$5.58M +3% 3.81% 89.7% 81 35.8%
MIRH
3071
Madison International Realty Holdings
New York
$213M -$151M -41% 10.5% 6 33.33%
K
3072
Kemper
Illinois
$213M +$7.13M +3% 3.65% 28.6% 18 0%
AWW
3073
Alan W. Weber
$213M +$26.8M +14% 14.1% 192% 70 8.57%
NRC
3074
North Run Capital
Massachusetts
$213M +$25.1M +13% 8.06% 19.4% 16 31.25%
PFA
3075
Pinnacle Family Advisors
Missouri
$213M +$33.5M +19% 4.39% 85.8% 80 32.5%