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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)
First Citizens Bancorporation
3251
First Citizens Bancorporation
South Carolina
$125M -$1.37M -1% 2.94% – 112 17.86% 0.6
New Century Advisors
3252
New Century Advisors
Maryland
$124M +$5.24M +4% 0.8% – 48 20.83% 0.2
Capital Impact Advisors
3253
Capital Impact Advisors
Massachusetts
$124M -$413K -0.3% 1.69% – 93 1.08% 0.3
Wilsey Asset Management
3254
Wilsey Asset Management
California
$124M +$14.9M +14% 1.91% 66.9% 28 21.43% 0.2
DIS
3255
Diversified Investment Strategies
Louisiana
$124M -$1.02M -0.8% 3.69% 86% 72 11.11% 0.6
Avalon Capital Management
3256
Avalon Capital Management
California
$124M +$5.14M +4% 3.27% 151% 137 59.85% 0.3
BSW Wealth Partners
3257
BSW Wealth Partners
Colorado
$124M -$1.62M -1% 1.42% 75.4% 55 16.36% 0.6
Elite Wealth Management
3258
Elite Wealth Management
Washington
$124M -$13.2M -10% 1.03% 142% 950 69.68% 0.5
Amarillo National Bank
3259
Amarillo National Bank
Texas
$123M +$3.44M +3% 2.18% 56.3% 134 13.43% 0.7
Panthera Investment
3260
Panthera Investment
Germany
$123M – – 0.8% – 45 – 0
Murphy Pohlad Asset Management
3261
Murphy Pohlad Asset Management
Minnesota
$123M +$941K +0.8% 1.32% 83% 90 7.78% 0.7
Montgomery Investment Management
3262
Montgomery Investment Management
Maryland
$123M +$435K +0.4% 3.03% 98.4% 64 0% 0.7
MKC
3263
M. Kraus & Co
Vermont
$123M +$224K +0.2% 2.55% 65.9% 49 6.12% 0.3
Foothills Asset Management
3264
Foothills Asset Management
Arizona
$123M +$2.1M +2% 1.47% 8.84% 55 10.91% 0.2
Raffa Wealth Management
3265
Raffa Wealth Management
District of Columbia
$123M -$42.5M -26% 0.87% 35.8% 774 67.83% 0.2
JPC
3266
Jabodon PT Co
Nevada
$123M +$11.9M +11% 2.99% 61.9% 7 42.86% 0.2
BlueSpruce Investments
3267
BlueSpruce Investments
Illinois
$123M +$41.1M +50% 0.26% 59.6% 11 36.36% 0.2
Boyar Asset Management
3268
Boyar Asset Management
New York
$123M +$2.28M +2% 1.03% 75.5% 68 7.35% 0.7
CFMC
3269
Curbstone Financial Management Corp
New Hampshire
$123M – – 0.95% 69.6% 126 – 0
Peninsula Asset Management
3270
Peninsula Asset Management
Florida
$122M -$1.32M -1% 2.04% 44.1% 51 13.73% 0.7
EFG Asset Management (Americas)
3271
EFG Asset Management (Americas)
Florida
$122M +$9.09M +8% 0.37% 112% 154 31.17% 0.2
Quality Growth Management
3272
Quality Growth Management
California
$122M +$5.12M +4% 1.4% – 22 4.55% 0.2
Pear Tree Advisors
3273
Pear Tree Advisors
Massachusetts
$122M +$42M +52% 9.18% 45.8% 51 7.84% 0.6
A.D. Beadell Investment Counsel
3274
A.D. Beadell Investment Counsel
Wisconsin
$122M +$3.81M +3% 2.8% 83.3% 94 12.77% 0.6
Financial Engines Advisors
3275
Financial Engines Advisors
California
$122M +$2.01M +2% 4.11% 42.3% 54 5.56% 0.7