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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
WCA
3201
Westover Capital Advisors
Delaware
$123M +$4.14M +3% 1.01% 117% 96 19.79%
VIG
3202
Vienna Insurance Group
Poland
$123M -$20.4M -14% 0.77% 88.1% 18 55.56%
BI
3203
Boulegeris Investments
Georgia
$123M 1.78% 39.1% 43
TWS
3204
Thomas W. Smith
$122M -$6.2M -5% 1.51% 15 6.67%
NIS
3205
National Investment Services
Wisconsin
$122M -$587K -0.5% 0.79% 47.2% 52 23.08%
CAW
3206
Cornerstone Advisors (Washington)
Washington
$122M +$15.3M +14% 1.65% 24.3% 678 14.45%
PHAM
3207
Palisades Hudson Asset Management
Florida
$122M +$1.18M +1% 1.18% 53.9% 83 16.87%
SLA
3208
Silver Lake Advisory
Utah
$122M +$1.16M +1% 1.87% 49% 80 8.75%
OC
3209
Oppenheimer & Close
New York
$122M -$2.22M -2% 3.66% 145% 55 9.09%
FA
3210
Fagan Associates
New York
$122M +$4.83M +4% 1.45% 87.7% 96 22.92%
SPIO
3211
Seven Post Investment Office
California
$122M +$37M +44% 5.33% 54.5% 8 25%
PAA
3212
Peregrine Asset Advisers
Oregon
$122M +$10.9M +10% 4.6% 163% 142 33.8%
BA
3213
Bennicas & Associates
California
$122M -$6.39M -5% 2.3% 40.3% 82 2.44%
WCBA
3214
Weaver C. Barksdale & Associates
Tennessee
$121M -$3.02M -2% 1.77% 40.1% 580 11.9%
HCA
3215
Harbour Capital Advisors
Virginia
$121M -$6.33M -5% 2.36% 161% 221 43.44%
ILM
3216
Indigo Latam Management
Arizona
$121M -$4.45M -4% 3.56% 39.3% 1 0%
MTM
3217
Millennium TVP Management
New York
$121M 10.8% 10
RC
3218
Rivulet Capital
New Jersey
$120M -$422K -0.3% 1.85% 27.4% 11 18.18%
MSDF
3219
Michael & Susan Dell Foundation
New York
$120M +$1.64M +1% 1.33% 120% 7 0%
OIMU
3220
Orbis Investment Management (US)
California
$120M -$264K -0.2% 4.87% 48.8% 31 19.35%
WCM
3221
Wesley Capital Management
New York
$120M +$36.2M +43% 4.76% 6.19% 28 53.57%
DIS
3222
Diversified Investment Strategies
Louisiana
$120M -$11.8M -9% 4.08% 81.3% 67 13.43%
ACM
3223
Avalon Capital Management
California
$120M -$443K -0.4% 0.33% 151% 109 54.13%
PAM
3224
Peninsula Asset Management
Florida
$120M -$1.79M -1% 1.23% 41.8% 48 0%
AIM
3225
Aspen Investment Management
Michigan
$120M -$44.2M -27% 2.46% 84.9% 138 18.12%