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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)
Wittenberg Investment Management
3126
Wittenberg Investment Management
Massachusetts
$244M +$7.29M +3% 9.24% 89.9% 83 9.64% 1.5
Institutional Venture Management XIV
3127
Institutional Venture Management XIV
California
$244M -$58.1M -19% 11.4% 18.1% 3 0% 2.4
Edmonds Duncan Registered Investment Advisors
3128
Edmonds Duncan Registered Investment Advisors
Kansas
$244M +$14.5M +6% 3.22% 12.8% 118 5.93% 2.1
LCM
3129
Lionstone Capital Management
New York
$244M +$9M +4% 12.3% 74.1% 16 0% 2.6
GCMG
3130
Gyroscope Capital Management Group
Florida
$244M +$18.2M +8% 6.54% 24.8% 137 34.31% 1.1
Schnieders Capital Management
3131
Schnieders Capital Management
California
$244M +$7.12M +3% 6.8% 103% 158 10.13% 3.3
Grove Bank & Trust
3132
Grove Bank & Trust
Florida
$244M +$8.95M +4% 4.5% 80.5% 157 5.1% 2.2
DAFNA Capital Management
3133
DAFNA Capital Management
California
$244M +$29.9M +14% 11.3% 313% 78 8.97% 1.6
CC
3134
Cognios Capital
Kansas
$243M -$42.5M -15% 7.45% 28.5% 169 30.77% 1.8
Montgomery Investment Management
3135
Montgomery Investment Management
Maryland
$243M +$451K +0.2% 0.9% 98.4% 97 7.22% 3.8
Doliver Advisors
3136
Doliver Advisors
Texas
$243M +$3.98M +2% 2.83% 92.3% 359 55.99% 0.9
Wind River Trust Company
3137
Wind River Trust Company
Wyoming
$243M +$46.9M +24% 3.59% 62.1% 8 12.5% 4.9
Fagan Associates
3138
Fagan Associates
New York
$242M +$19.5M +9% 8.71% 127% 120 12.5% 2.5
Old West Investment Management
3139
Old West Investment Management
California
$242M +$43.2M +22% 4.66% 242% 97 32.99% 1.4
Brightline Capital Management
3140
Brightline Capital Management
Florida
$242M -$71.7M -23% 9.06% 810% 17 58.82% 0.5
KS
3141
Karpas Strategies
Connecticut
$242M +$11.1M +5% 4.76% 16.1% 123 4.88% 4.1
Supplemental Annuity Collective Trust (SACT) of New Jersey
3142
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$242M +$10.1M +4% 6.99% 147% 209 16.75% 2.4
BCM
3143
Birmingham Capital Management
Alabama
$242M +$9.14M +4% 6.06% 103% 104 3.85% 4.3
Kistler-Tiffany Companies
3144
Kistler-Tiffany Companies
Pennsylvania
$242M +$16.3M +7% 7.3% 52% 599 9.02% 3.5
Watermark Asset Management
3145
Watermark Asset Management
California
$242M +$6.18M +3% 3.24% – 261 10.73% 1.3
Marathon Asset Management (New York)
3146
Marathon Asset Management (New York)
New York
$242M -$114M -32% 13.1% 490% 13 53.85% 0.9
OFG
3147
OTA Financial Group
New York
$242M -$19.7M -8% 4.28% 320% 65 13.85% 0.6
KAM
3148
Kavi Asset Management
New York
$241M -$86.6M -26% 5.85% 144% 38 78.95% 0.2
Raab & Moskowitz Asset Management
3149
Raab & Moskowitz Asset Management
New Jersey
$241M +$31.7M +15% 7.51% 75% 577 71.4% 0.9
Princeton Capital Management
3150
Princeton Capital Management
New Jersey
$241M +$11M +5% 10.2% 180% 303 15.84% 1