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)
KCM
3126
KeyPoint Capital Management
Texas
$137M – – 10.4% – 22 – 0
PAM
3127
Princeton Alpha Management
New Jersey
$136M – – 7.59% 9.26% 401 – 0
TCM
3128
Telos Capital Management
California
$136M +$13.2M +11% 7.97% 71.1% 143 8.39% 0.4
HVC
3129
Healthcare Value Capital
New Jersey
$136M +$21.9M +19% 24.2% 19% 58 51.72% 0.3
LIM
3130
Loudon Investment Management
New Hampshire
$136M – – 10.3% 61.6% 80 – 0
ISB
3131
Iowa State Bank
Iowa
$136M +$8.67M +7% 8.88% 85.7% 74 5.41% 0.5
IWC
3132
Integrated Wealth Counsel
California
$136M -$913K -0.7% 0.37% 8.52% 213 17.84% 0.4
TWS
3133
Thomas W. Smith
$136M +$13.7M +11% 10.6% – 15 0% 0.5
TTSTC
3134
Texas Treasury Safekeeping Trust Company
Texas
$136M +$38.4M +39% 1.52% 43.7% 5 0% 0.5
VHMC
3135
Value Holdings Management Company
New York
$136M +$15.8M +13% 11.8% 125% 23 4.35% 0.5
WOC
3136
West Oak Capital
California
$136M +$7.88M +6% 8.16% 110% 305 3.28% 0.5
PC
3137
Peavine Capital
Nevada
$136M – – 5.52% 30.8% 13 – 0
MG
3138
Meditor Group
Bermuda
$135M -$574M -81% 8.52% 41.1% 36 91.67% 0.5
CFN
3139
Cordasco Financial Network
Florida
$135M – – 2.92% 31.1% 276 – 0
FIG
3140
Fusion Investment Group
Pennsylvania
$135M – – 5.05% – 243 – 0
IC
3141
ISZO Capital
New York
$135M – – 29.1% – 10 – 0
DAS
3142
Dynamic Advisor Solutions
Arizona
$135M – – 7.4% 70.9% 189 – 0
DCM
3143
DLS Capital Management
Illinois
$135M -$40.5M -23% 12.9% – 37 29.73% 0.4
PCMC
3144
Paragon Capital Management (Colorado)
Colorado
$135M +$7M +5% 5.49% 109% 73 16.44% 0.4
FNF
3145
Fidelity National Financial
Florida
$135M -$974K -0.7% 11.1% 2.54% 16 0% 0.5
1M
3146
13D Management
New York
$135M – – 9.89% 157% 38 – 0
SAM
3147
Silphium Asset Management
United Kingdom
$135M – – 6.62% 128% 57 – 0
NVPV
3148
Norwest Venture Partners VIII
California
$134M – – 4.91% – 2 – 0
MRI
3149
Mad River Investors
Massachusetts
$134M +$8.38M +7% 11.4% 225% 35 8.57% 0.5
MA
3150
Menlo Advisors
California
$134M +$5.71M +4% 8.76% 108% 35 5.71% 0.5