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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)
TWS
3201
Thomas W. Smith
$130M -$6.31M -5% 1.54% – 15 0% 0.7
Oarsman Capital
3202
Oarsman Capital
Wisconsin
$130M +$4.99M +4% 2.26% 70.6% 168 3.57% 0.7
FS Capital Partners V
3203
FS Capital Partners V
California
$130M -$58.8M -31% 31.2% 89.8% 1 0% 0.8
Peregrine Asset Advisers
3204
Peregrine Asset Advisers
Oregon
$129M +$14.9M +13% 5.3% 182% 145 40% 0.5
Wolf Group Capital Advisors
3205
Wolf Group Capital Advisors
Virginia
$129M +$4.99M +4% 0.36% 28.2% 99 7.07% 0.2
LJHT
3206
Laurie J. Hall Trustee
$129M -$724K -0.6% 1.18% 105% 88 4.55% 0.7
Daily Journal Corp
3207
Daily Journal Corp
California
$129M +$10.4M +9% 8.96% 108% 4 0% 0.3
GM Advisory Group
3208
GM Advisory Group
New York
$129M +$31.9M +33% 1.4% 53.6% 90 34.44% 0.2
Keystone Financial Planning
3209
Keystone Financial Planning
Ohio
$129M +$4.14M +3% 2.31% 46% 102 51.96% 0.2
Alpha Capital Management
3210
Alpha Capital Management
Texas
$129M +$4.86M +4% 3.48% 88% 89 26.97% 0.5
PFM
3211
PacWest Financial Management
Arizona
$129M -$203M -61% 1.11% 19.2% 96 12.5% 0.7
Guardian Investor Services
3212
Guardian Investor Services
New York
$129M -$2.75M -2% 1.91% – 506 2.37% 0.7
Eclectica Asset Management
3213
Eclectica Asset Management
United Kingdom
$129M -$75.3M -37% 2.98% – 79 41.77% 0.5
CIBC World Markets
3214
CIBC World Markets
New York
$129M -$73.1M -36% 3.79% – 69 79.71% 0.1
Forester Capital Management
3215
Forester Capital Management
Illinois
$129M +$2.95M +2% 4.02% 33.2% 58 22.41% 0.6
J
3216
JWest
Indiana
$128M +$2.52M +2% 5.8% – 36 52.78% 0.2
Citizens & Northern Corp
3217
Citizens & Northern Corp
Pennsylvania
$128M -$3.67M -3% 2% 73.3% 81 6.17% 0.7
Garrison Asset Management
3218
Garrison Asset Management
Arkansas
$128M +$5.44M +4% 1.24% 52.1% 83 12.05% 0.7
Peddock Capital Advisors
3219
Peddock Capital Advisors
Massachusetts
$128M -$1.14M -0.9% 0.47% 113% 94 13.83% 0.2
MG
3220
Meditor Group
Bermuda
$128M -$7.74M -6% 23.1% 41.1% 3 0% 0.8
Three Peaks Capital Management
3221
Three Peaks Capital Management
Colorado
$128M -$71.9M -36% 4.89% 84.5% 77 15.58% 0.2
HRC
3222
Hoertkorn Richard Charles
$127M -$2.06M -2% 0.02% 172% 97 8.25% 0.2
Rayner & Haynor
3223
Rayner & Haynor
California
$127M -$2.57M -2% 1.79% – 93 7.53% 0.2
Courage Miller Partners
3224
Courage Miller Partners
Virginia
$127M +$9.13M +8% 1.92% 43.5% 55 10.91% 0.7
D'Orazio & Associates
3225
D'Orazio & Associates
Virginia
$127M +$9.3M +8% 5.76% 61.2% 257 8.56% 0.2