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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)
Doheny Asset Management
3226
Doheny Asset Management
California
$215M -$2.88M -1% 8.11% 135% 119 16.81% 3.1
Battery Partners VIII
3227
Battery Partners VIII
Massachusetts
$214M +$481K +0.2% 0.22% – 1 0% 1
RFG Advisory
3228
RFG Advisory
Alabama
$214M +$52.4M +32% 4.18% 52.3% 182 18.13% 1
MM
3229
Meridian Management
Arkansas
$214M +$12.4M +6% 4.85% 57.8% 78 15.38% 2.7
Weik Capital Management
3230
Weik Capital Management
Pennsylvania
$214M +$4.05M +2% 7.3% 66.9% 125 4% 3.2
New Leaf Venture Partners
3231
New Leaf Venture Partners
New York
$214M -$1.68M -0.8% 24.7% 3.91% 17 11.76% 1.4
Shikiar Asset Management
3232
Shikiar Asset Management
New York
$214M -$16.4M -7% 8.37% 117% 112 28.57% 2.2
Smith & Howard Wealth Management
3233
Smith & Howard Wealth Management
Georgia
$214M +$3.03M +1% 4.78% 40.4% 48 18.75% 3
Yorktown Energy Partners IX
3234
Yorktown Energy Partners IX
New York
$213M -$3.26M -2% 1.58% 67.3% 3 33.33% 0.6
Black Diamond Capital Management
3235
Black Diamond Capital Management
Connecticut
$213M +$16.7M +9% 8.53% 28.3% 3 0% 2.8
TrueWealth LLC
3236
TrueWealth LLC
Georgia
$213M – – 4.49% – 943 – 0
CCM
3237
CWH Capital Management
Washington
$213M +$8.98M +4% 5.71% 29.9% 49 8.16% 2.2
FA
3238
FMA Advisory
Pennsylvania
$213M +$41.8M +24% 5.41% 46.7% 155 20.65% 0.5
DCM
3239
DeGreen Capital Management
Arizona
$213M +$6.36M +3% 2.64% 28.5% 20 10% 1.3
Kalos Management
3240
Kalos Management
Georgia
$213M +$57.3M +37% 5.02% 48.5% 221 37.1% 0.7
First Washington Corp
3241
First Washington Corp
Washington
$213M +$11.7M +6% 4.14% 142% 80 12.5% 2.6
FCT
3242
Family Capital Trust
Massachusetts
$213M +$14.6M +7% 11% 39.1% 61 8.2% 3.2
Arlington Financial Advisors
3243
Arlington Financial Advisors
California
$212M – – 5.56% 67.6% 53 – 0
Athanor Capital
3244
Athanor Capital
New York
$212M – – 7.35% 171% 33 – 0
Alpha Capital Management
3245
Alpha Capital Management
Texas
$212M +$1.43M +0.7% 7.24% 88% 101 20.79% 1.6
LCM
3246
Lionstone Capital Management
New York
$212M -$363K -0.2% 6.18% 74.1% 15 20% 2.5
Cribstone Capital Management
3247
Cribstone Capital Management
Maine
$212M +$20.2M +11% 3.32% 22.4% 936 24.36% 1.1
Dean Capital Management
3248
Dean Capital Management
Kansas
$212M -$1.86M -0.9% 2.72% 89.7% 88 43.18% 0.7
HA
3249
Hamel Associates
New Jersey
$212M +$6.24M +3% 6.45% 50.6% 89 10.11% 2.8
Camelot Portfolios
3250
Camelot Portfolios
Ohio
$212M +$4.73M +2% 1.22% 41.3% 206 21.36% 2.1