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)
BA
3176
Bennicas & Associates
California
$131M -$7.58M -5% 3.61% 40.3% 87 4.6% 0.5
CPA
3177
Court Place Advisors
Maryland
$131M – – 10.1% 92% 111 – 0
SIMM
3178
Stillwater Investment Management (Minnesota)
Minnesota
$131M – – 9.88% 72.3% 74 – 0
BBPWM
3179
Blue Bell Private Wealth Management
Pennsylvania
$130M +$30.2M +30% 7.34% 62.5% 404 83.42% 0.1
BRM
3180
Boston Research & Management
Massachusetts
$130M +$11.7M +10% 9.41% 53.2% 95 7.37% 0.5
LJHT
3181
Laurie J. Hall Trustee
$130M +$11.4M +10% 10.7% 105% 86 3.49% 0.5
TODC
3182
Trustees of Dartmouth College
New Hampshire
$130M – – 2.46% 52.5% 4 – 0
RH
3183
Rayner & Haynor
California
$130M – – 7.41% – 90 – 0
TCB
3184
Texas Capital Bancshares
Texas
$130M -$811K -0.6% 6.92% 175% 146 15.75% 0.4
HRC
3185
Hoertkorn Richard Charles
$129M – – 8.55% 172% 96 – 0
APAI
3186
Asia Pacific Associates III
British Columbia, Canada
$129M +$23.4M +22% 22.1% – 1 0% 0.5
MCC
3187
Malaga Cove Capital
California
$129M – – 14.8% 88.1% 54 – 0
AFG
3188
Arkansas Financial Group
Arkansas
$129M – – 6.39% 39.1% 19 – 0
PCA
3189
Peddock Capital Advisors
Massachusetts
$129M – – 12.9% 104% 85 – 0
LC
3190
Lubar & Co
Wisconsin
$129M +$21.6M +20% 35.9% – 39 0% 0.5
ACM
3191
Azentus Capital Management
Hong Kong
$129M -$103M -45% 28.6% – 10 40% 0.4
CCA
3192
Checchi Capital Advisers
California
$128M – – 4.29% 68% 157 – 0
HKIM
3193
Hayek Kallen Investment Management
Alabama
$128M +$7.42M +6% 8.77% 71.9% 62 8.06% 0.5
LCP
3194
Longbow Capital Partners
New York
$128M -$57.3M -31% 16.6% 179% 69 65.22% 0.3
IT
3195
Investors Trust
Texas
$128M -$449M -78% 5.99% – 153 52.94% 0.3
SCG
3196
Strategic Capital Group
Washington
$128M -$138M -52% 9.08% – 272 20.96% 0.5
NIS
3197
National Investment Services
Wisconsin
$128M +$1.03M +0.8% 11.7% 47.2% 68 16.18% 0.4
SFM
3198
Signature Financial Management
Virginia
$128M +$14.8M +13% 9.7% 20.8% 78 16.67% 0.4
LI
3199
Longer Investments
Arkansas
$128M +$3.76M +3% 4.87% 20.4% 57 49.12% 0.3
RP
3200
Raiff Partners
New York
$128M +$24.7M +24% 12.9% 125% 51 84.31% 0.1