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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)
Carlton Hofferkamp & Jenks Wealth Management
3251
Carlton Hofferkamp & Jenks Wealth Management
Texas
$62.4M -$69K -0.1% 1.48% 63.9% 68 44.12% 0.2
GCP Capital Partners
3252
GCP Capital Partners
New York
$62.2M -$295M -83% 10.8% – 1 0% 0.3
Global Alpha Capital Management
3253
Global Alpha Capital Management
Quebec, Canada
$61.6M -$38.8M -39% 4.87% 80.4% 30 13.33% 0.2
Mitsubishi UFJ Morgan Stanley Securities
3254
Mitsubishi UFJ Morgan Stanley Securities
Japan
$61.1M +$31.1M +104% 7.69% – 275 34.55% 0.2
EWP
3255
Edmunds White Partners
Virginia
$60.4M -$1.28M -2% 14.1% – 70 67.14% 0.1
BCM
3256
Blenheim Capital Management
New Jersey
$60.3M +$22.2M +58% 25.6% – 12 33.33% 0.2
BP Capital Management
3257
BP Capital Management
Texas
$60.1M -$41.8M -41% 18.9% – 43 69.77% 0.2
SM
3258
Southport Management
Wyoming
$59.5M -$11.6M -16% 11.5% 107% 48 64.58% 0.1
Thoma Cressey Bravo
3259
Thoma Cressey Bravo
Illinois
$59.3M +$872K +1% 18% – 2 0% 0.3
Post Advisory Group
3260
Post Advisory Group
California
$58.4M -$10.7M -15% 0% – 3 0% 0.3
Cape Ann Savings Bank
3261
Cape Ann Savings Bank
Massachusetts
$58.4M -$1.26M -2% 3.2% 72.7% 64 7.81% 0.2
CCM
3262
Credo Capital Management
Maryland
$58.2M -$71.6M -55% 9.56% – 193 30.05% 0.2
Macroview Investment Management
3263
Macroview Investment Management
Maryland
$58.1M -$37.9M -39% 0% 67.2% 299 47.49% 0.2
Cornerstone Advisors (Washington)
3264
Cornerstone Advisors (Washington)
Washington
$58M +$17.3M +43% 2.5% 24.3% 357 18.77% 0.2
Charles River Partnership XIII
3265
Charles River Partnership XIII
Massachusetts
$57.8M – – 3.54% – 2 – 0
SCGF Genpar
3266
SCGF Genpar
California
$56.9M -$488M -90% 31.5% – 3 33.33% 0.3
RJ
3267
Ronald Juvonen
$55.5M +$4.69M +9% 30.4% – 8 0% 0.3
AWS
3268
Aris Wealth Services
Pennsylvania
$54.6M +$7.88M +17% 1.35% – 98 26.53% 0.2
DAL
3269
David A. Lorber
$54.5M +$25.9M +91% 11.4% 44.6% 59 71.19% 0.1
Security National Bank of So Dak
3270
Security National Bank of So Dak
Iowa
$54.4M -$4.16M -7% 4.88% 67.7% 74 10.81% 0.2
RCM
3271
Rotella Capital Management
Washington
$53.7M +$22.3M +71% 5.62% 26.6% 216 72.22% 0.1
Marshall & Sullivan
3272
Marshall & Sullivan
Washington
$53.5M +$4.14M +8% 8.58% 82% 37 5.41% 0.2
UPA
3273
Union Point Advisors
California
$53.4M – – 23.2% – 21 – 0
Marcuard Family Office
3274
Marcuard Family Office
Switzerland
$52.4M -$9.8M -16% 5.65% – 35 14.29% 0.2
GDF
3275
Graham & Dodd Fund
New York
$51.8M +$1.59M +3% 6.05% – 61 29.51% 0.2