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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 Time
Held (Qtrs)
FCB
3251
First Citizens Bancorporation
South Carolina
$125M -$1.37M -1% 2.94% – 112 17.86% 2.4
NCA
3252
New Century Advisors
Maryland
$124M +$5.24M +4% 0.8% – 48 20.83% 0.8
CIA
3253
Capital Impact Advisors
Massachusetts
$124M -$413K -0.3% 1.69% – 93 1.08% 1
WAM
3254
Wilsey Asset Management
California
$124M +$14.9M +14% 1.91% 55% 28 21.43% 0.8
DIS
3255
Diversified Investment Strategies
Louisiana
$124M -$1.02M -0.8% 3.69% 86% 72 11.11% 2.6
ACM
3256
Avalon Capital Management
California
$124M +$5.14M +4% 3.27% 151% 137 59.85% 1.3
BWP
3257
BSW Wealth Partners
Colorado
$124M -$1.62M -1% 1.42% 75.4% 55 16.36% 2.5
EWM
3258
Elite Wealth Management
Washington
$124M -$13.2M -10% 1.03% 142% 950 69.68% 2
ANB
3259
Amarillo National Bank
Texas
$123M +$3.44M +3% 2.18% 56.3% 134 13.43% 2.7
PI
3260
Panthera Investment
Germany
$123M – – 0.8% – 45 – 0
MPAM
3261
Murphy Pohlad Asset Management
Minnesota
$123M +$941K +0.8% 1.32% 75.1% 90 7.78% 2.6
MIM
3262
Montgomery Investment Management
Maryland
$123M +$435K +0.4% 3.03% 98.4% 64 0% 3
MKC
3263
M. Kraus & Co
Vermont
$123M +$224K +0.2% 2.55% 51.8% 49 6.12% 1
FAM
3264
Foothills Asset Management
Arizona
$123M +$2.1M +2% 1.47% 8.84% 55 10.91% 1
RWM
3265
Raffa Wealth Management
District of Columbia
$123M -$42.6M -26% 0.87% 35.8% 774 67.83% 0.9
JPC
3266
Jabodon PT Co
Nevada
$123M +$11.9M +11% 2.99% 61.9% 7 42.86% 0.8
BI
3267
BlueSpruce Investments
Illinois
$123M +$41.1M +50% 0.26% 59.6% 11 36.36% 0.7
BAM
3268
Boyar Asset Management
New York
$123M +$2.28M +2% 1.03% 75.5% 68 7.35% 2.6
CFMC
3269
Curbstone Financial Management Corp
New Hampshire
$123M – – 0.95% 63.3% 126 – 0
PAM
3270
Peninsula Asset Management
Florida
$122M -$1.32M -1% 2.04% 44.1% 51 13.73% 2.8
EAMA
3271
EFG Asset Management (Americas)
Florida
$122M +$9.09M +8% 0.37% 112% 154 31.17% 0.8
QGM
3272
Quality Growth Management
California
$122M +$5.12M +4% 1.4% – 22 4.55% 1
PTA
3273
Pear Tree Advisors
Massachusetts
$122M +$42M +52% 9.18% 45.8% 51 7.84% 2.5
ADBIC
3274
A.D. Beadell Investment Counsel
Wisconsin
$122M +$3.81M +3% 2.8% 74.9% 94 12.77% 2.6
Financial Engines Advisors
3275
Financial Engines Advisors
California
$122M +$2.01M +2% 4.11% 43% 54 5.56% 2.9