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)
BI
3276
Boulegeris Investments
Georgia
$123M – – 1.78% 39.1% 43 – 0
TWS
3277
Thomas W. Smith
$122M -$6.2M -5% 1.51% – 15 6.67% 1.1
NIS
3278
National Investment Services
Wisconsin
$122M -$587K -0.5% 0.79% 47.2% 52 23.08% 0.9
CAW
3279
Cornerstone Advisors (Washington)
Washington
$122M +$15.3M +14% 1.65% 24.3% 678 14.45% 0.8
PHAM
3280
Palisades Hudson Asset Management
Florida
$122M +$1.18M +1% 1.18% 66.8% 83 16.87% 1
SLA
3281
Silver Lake Advisory
Utah
$122M +$1.16M +1% 1.87% 70.9% 80 8.75% 0.7
OC
3282
Oppenheimer & Close
New York
$122M -$2.22M -2% 3.66% 149% 55 9.09% 1.1
FA
3283
Fagan Associates
New York
$122M +$4.83M +4% 1.45% 127% 96 22.92% 0.4
SPIO
3284
Seven Post Investment Office
California
$122M +$37M +44% 5.33% 52.6% 8 25% 0.9
PAA
3285
Peregrine Asset Advisers
Oregon
$122M +$10.9M +10% 4.6% 182% 142 33.8% 0.7
BA
3286
Bennicas & Associates
California
$122M -$6.39M -5% 2.3% 40.3% 82 2.44% 1.2
WCBA
3287
Weaver C. Barksdale & Associates
Tennessee
$121M -$3.02M -2% 1.77% 52.2% 580 11.9% 1
HCA
3288
Harbour Capital Advisors
Virginia
$121M -$6.33M -5% 2.36% 168% 221 43.44% 0.7
ILM
3289
Indigo Latam Management
Arizona
$121M -$4.45M -4% 3.56% 39.3% 1 0% 0.8
MTM
3290
Millennium TVP Management
New York
$121M – – 10.8% – 10 – 0
RC
3291
Rivulet Capital
New Jersey
$120M -$422K -0.3% 1.85% 27.4% 11 18.18% 0.9
MSDF
3292
Michael & Susan Dell Foundation
New York
$120M +$1.64M +1% 1.33% 238% 7 0% 0.6
OIMU
3293
Orbis Investment Management (US)
California
$120M -$264K -0.2% 4.87% 48.8% 31 19.35% 0.6
WCM
3294
Wesley Capital Management
New York
$120M +$36.2M +43% 4.76% 6.19% 28 53.57% 0.6
DIS
3295
Diversified Investment Strategies
Louisiana
$120M -$11.8M -9% 4.08% 86% 67 13.43% 1.1
ACM
3296
Avalon Capital Management
California
$120M -$443K -0.4% 0.33% 151% 109 54.13% 0.7
PAM
3297
Peninsula Asset Management
Florida
$120M -$1.79M -1% 1.23% 44.1% 48 0% 1.2
AIM
3298
Aspen Investment Management
Michigan
$120M -$44.2M -27% 2.46% 84.9% 138 18.12% 1.1
SAM
3299
Smithbridge Asset Management
Pennsylvania
$120M +$877K +0.7% 0.25% – 53 7.55% 1.1
RTS
3300
Round Table Services
New Jersey
$119M -$4.83M -4% 2.74% 16.1% 64 26.56% 0.8