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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 Time
Held (Qtrs)
DMAM
3126
Del Mar Asset Management
New York
$139M -$88.3M -39% 3.45% – 66 77.27% 0.8
COPM
3127
Charter Oak Partners Management
Connecticut
$139M -$2.23M -2% 2.13% – 35 22.86% 2.3
MJP
3128
Michael J. Puzo
$139M +$1.82M +1% 2.07% 90.3% 77 9.09% 2.8
KFA
3129
Kays Financial Advisory
Georgia
$139M +$6.3M +5% 1.61% 23.3% 34 14.71% 0.9
LIM
3130
Loudon Investment Management
New Hampshire
$139M +$2.26M +2% 1.89% 61.6% 84 7.14% 1
ECM
3131
EagleClaw Capital Management
Massachusetts
$139M – – 0.14% 104% 102 – 0
VWM
3132
Vector Wealth Management
Minnesota
$138M -$3.31M -2% 0.67% 2.13% 59 13.56% 2.6
FPTW
3133
Franklin, Parlapiano, Turner & Welch
Texas
$138M -$6.52M -5% 1.66% 41.6% 48 10.42% 2.8
TWM
3134
Torch Wealth Management
Ohio
$138M +$7.02M +5% 1.95% 48.8% 320 26.25% 0.8
WCWM
3135
Wooster Corthell Wealth Management
Connecticut
$138M +$4.62M +3% 1.47% 39.1% 22 9.09% 2.7
GRP
3136
Geologic Resource Partners
Massachusetts
$138M -$28.7M -17% 9.9% – 16 18.75% 2.1
PCMI
3137
Princeton Capital Management Inc
New Jersey
$138M +$12.8M +10% 4.01% 57.9% 78 11.54% 2.7
VHMC
3138
Value Holdings Management Company
New York
$138M +$1.98M +1% 2.64% 125% 25 8% 2.6
SRC
3139
Stone Run Capital
New York
$138M -$4.09M -3% 2.11% 77.8% 82 7.32% 2.5
MLIM
3140
Mountain Lake Investment Management
Florida
$138M -$7.34M -5% 5.99% 64% 46 43.48% 1.6
CPA
3141
Court Place Advisors
Maryland
$138M +$6.83M +5% 2.71% 92% 122 9.84% 0.9
VIMU
3142
Veritas Investment Management (UK)
United Kingdom
$137M +$15.4M +13% 2.45% 151% 57 12.28% 2.7
WOC
3143
West Oak Capital
California
$136M +$731K +0.5% 1.04% 110% 312 6.09% 2.8
SAM
3144
Silphium Asset Management
United Kingdom
$136M +$1.51M +1% 11.6% 128% 95 75.79% 0.4
SIM
3145
Sterling Investment Management
Arizona
$136M -$2.79M -2% 0.3% 44.1% 58 8.62% 2.6
LCM
3146
Liberty Capital Management
Michigan
$136M -$3.88M -3% 0.77% – 100 6% 2.8
BRM
3147
Boston Research & Management
Massachusetts
$136M +$5.95M +5% 0.74% 53.2% 100 7% 2.7
RP
3148
Raiff Partners
New York
$136M +$7.87M +6% 6.07% 125% 52 86.54% 0.3
ACM
3149
Amber Capital Management
Cayman Islands
$136M -$142M -51% 7.79% 45% 9 55.56% 1.4
PCC
3150
Park Circle Company
Maryland
$136M – – 1.99% 70.5% 52 – 0