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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)
TM
3226
Tikvah Management
North Carolina
$153M +$11.1M +8% 7.16% 169% 17 17.65% 0.7
WIM
3227
Wingspan Investment Management
New York
$153M – – 3.89% – 15 – 0
TA
3228
TBP Advisors
New York
$153M -$18.3M -11% 2.71% – 56 16.07% 1.4
KTC
3229
Kistler-Tiffany Companies
Pennsylvania
$153M +$3M +2% 4.21% 52% 668 12.57% 1.3
CCM
3230
CWH Capital Management
Washington
$153M +$24.3M +19% 5.07% 29.9% 57 22.81% 0.7
NFGCM
3231
Norman Fields Gottscho Capital Management
New York
$153M +$2.1M +1% 4.47% 96.9% 72 15.28% 1.1
BFA
3232
Benedict Financial Advisors
Georgia
$153M – – 6.34% 72.4% 98 – 0
BRA
3233
Bender Robert & Associates
California
$153M +$9.06M +6% 8.68% 116% 58 6.9% 1.3
LCP
3234
Lamond Capital Partners
California
$153M +$62.6M +70% 37% 54.3% 24 87.5% 0.1
BMCX
3235
Bay Management Co XI
California
$153M – – 7.98% – 1 – 0
AW
3236
Alpha Windward
Massachusetts
$152M +$10.3M +7% 6.61% 33.6% 490 32.45% 1
MJP
3237
Michael J. Puzo
$152M +$6.62M +5% 5.31% 90.3% 89 12.36% 1.2
PTB
3238
Pioneer Trust Bank
Oregon
$152M +$7.25M +5% 4.67% 61.4% 68 5.88% 1.3
PA
3239
Paracle Advisors
Washington
$152M +$25.3M +20% 2.09% 30.9% 45 24.44% 0.2
WIM
3240
Wilen Investment Management
Florida
$152M -$5.54M -4% 1.12% 79.9% 78 11.54% 1.3
SFPIA
3241
Stevens First Principles Investment Advisors
California
$152M -$27.4M -15% 1.98% 44% 254 24.41% 1.1
FC
3242
Financial Consulate
Maryland
$152M – – 1.48% 53.3% 66 – 0
ECM
3243
EagleClaw Capital Management
Massachusetts
$152M +$4.19M +3% 4.1% 104% 105 6.67% 0.7
NCM
3244
Newgate Capital Management
Connecticut
$152M -$20.4M -12% 4.98% 7.68% 134 48.51% 0.7
SCM
3245
Schnieders Capital Management
California
$151M +$16.4M +12% 4.6% 103% 140 23.57% 0.8
VCM
3246
Verger Capital Management
North Carolina
$151M – – 3.24% 53.1% 8 – 0
LWM
3247
LBA Wealth Management
Florida
$151M +$6.97M +5% 2.91% 19.2% 448 37.95% 0.8
ACM
3248
Aquamarine Capital Management
New York
$151M – – 8.73% 23% 16 – 0
WPL
3249
WINDACRE PARTNERSHIP LLC
Texas
$151M – – 9.59% 98.4% 5 – 0
MBA
3250
Maple-Brown Abbott
Australia
$151M – – 8.23% 7.92% 16 – 0