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)
AMAL
3276
Asset Management Advisors LLC
Oklahoma
$147M -$6.43M -4% 0.87% 124% 34 32.35% 0.7
FVCM
3277
F&V Capital Management
Florida
$147M +$12.1M +9% 7.34% 107% 71 15.49% 1.1
FAM
3278
Formidable Asset Management
Ohio
$146M -$4.89M -3% 2.82% 52.2% 520 10% 1.1
SFA
3279
Sequoia Financial Advisors
Ohio
$146M +$2.22M +2% 2% 78.3% 182 23.63% 0.7
KC
3280
Kellner Capital
New York
$146M – – 13.3% 390% 36 – 0
NME
3281
Notis-McConarty Edward
$146M +$4.19M +3% 5.3% 91.2% 120 7.5% 0.9
AGI
3282
Athena Global Investors
Virginia
$146M -$73.1M -33% 2.43% 13.4% 35 8.57% 0.7
BEC
3283
Blue Edge Capital
Virginia
$146M +$3.55M +2% 3.24% 67.4% 72 12.5% 0.9
FCMI
3284
Foresite Capital Management II
California
$146M – – 38.6% 66.2% 23 – 0
DGA
3285
DST Global Advisors
British Virgin Islands
$146M – – 10.4% – 1 – 0
TCM
3286
TAM Capital Management
Connecticut
$146M – – 8.69% 4.15% 17 – 0
WAM
3287
Westport Asset Management
Connecticut
$146M +$8.58M +6% 8.58% 63.9% 45 2.22% 1.4
MVUM
3288
Matrix VIII US Management
Massachusetts
$146M – – 11.7% – 1 – 0
CC
3289
Cognios Capital
Kansas
$146M +$3.41M +2% 1.03% 28.5% 88 19.32% 0.8
SRC
3290
Stone Run Capital
New York
$146M +$4.13M +3% 5.27% 77.8% 87 8.05% 1.3
BB
3291
Bell Bank
North Dakota
$145M +$5.83M +4% 4.68% 64.3% 166 9.04% 1.4
BDCM
3292
Black Diamond Capital Management
Connecticut
$145M +$14.4M +11% 4.9% 28.3% 4 0% 1
SIM
3293
Sterling Investment Management
Arizona
$145M +$2.16M +2% 1.92% 44.1% 75 18.67% 1.1
TCMV
3294
Technology Crossover Management V
California
$145M +$18.2M +14% 32.2% 2.5% 2 0% 1.5
NFG
3295
NewFocus Financial Group
Washington
$145M +$21M +17% 5.12% 55.4% 61 37.7% 0.6
FCCM
3296
First City Capital Management
Georgia
$145M +$5.41M +4% 4.5% 76.5% 670 16.72% 0.8
TCMV
3297
Technology Crossover Management VI
California
$145M -$10.3M -7% 17.5% 25.5% 2 0% 1.5
VHAM
3298
Van Hulzen Asset Management
California
$144M +$45.8M +47% 4.33% 86.3% 131 62.6% 0.3
PIM
3299
Parasol Investment Management
Illinois
$144M +$226K +0.2% 3.09% 20.9% 332 19.28% 0.8
ICM
3300
Invicta Capital Management
New York
$144M -$20.9M -13% 14.7% – 28 39.29% 0.8