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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)
SAM
3301
Sequent Asset Management
Texas
$118M +$8.99M +8% 4.67% 51.3% 52 11.54% 1.8
FA
3302
Financial Advantage
Maryland
$118M +$2.29M +2% 5.2% 24.3% 257 21.01% 1.7
RP
3303
Realm Partners
New York
$118M -$16M -12% 9.5% – 36 52.78% 1.1
CMP
3304
Courage Miller Partners
Virginia
$118M -$3.75M -3% 3.02% 40.3% 49 0% 2
FLAM
3305
First Light Asset Management
Minnesota
$118M – – 16.1% 364% 66 – 0
MIC
3306
Meridian Investment Counsel
California
$118M – – 8.04% 103% 142 – 0
HI
3307
Hudock Inc
Pennsylvania
$118M +$14.8M +14% 3.62% 64.4% 615 16.26% 1.7
DOA
3308
D'Orazio & Associates
Virginia
$118M – – 1.29% 61.2% 242 – 0
PCM
3309
Potomac Capital Management
New York
$118M – – 9.1% – 62 – 0
SLA
3310
Silver Lake Advisory
Utah
$118M – – 8.16% 70.9% 73 – 0
LJAC
3311
L.J. Altfest & Co
New York
$117M – – 8.85% 90.3% 107 – 0
TCM
3312
Trafelet Capital Management
New York
$117M -$21.1M -15% 9.43% 101% 14 21.43% 1.5
QGM
3313
Quality Growth Management
California
$117M – – 12.3% – 21 – 0
KCM
3314
Key Colony Management
Arkansas
$117M -$4.11M -3% 18.4% 113% 24 41.67% 1.3
CCM
3315
CWH Capital Management
Washington
$117M – – 8.62% 29.9% 47 – 0
LK
3316
Lumbard & Kellner
New Hampshire
$117M – – 8.02% 137% 68 – 0
WIL
3317
Winifred I. Li
$116M +$8.29M +8% 9.67% – 417 13.19% 1.8
RAM
3318
RK Asset Management
Michigan
$116M – – 12.1% 47.6% 16 – 0
TF
3319
Trutina Financial
Washington
$116M +$14.1M +14% 5.74% 20.5% 203 70.94% 1.6
AMM
3320
American Money Management
California
$116M – – 8.45% 65% 92 – 0
OC
3321
Oppenheimer & Close
New York
$116M -$24.5M -17% 6.44% 149% 63 22.22% 1.8
VHAM
3322
Van Hulzen Asset Management
California
$116M – – 7.06% 86.3% 101 – 0
CFA
3323
Cahill Financial Advisors
Minnesota
$115M – – 6.38% 55.9% 113 – 0
AIM
3324
AMI Investment Management
Indiana
$115M -$18.2M -14% 9.04% 47.9% 43 34.88% 1.4
ARMT
3325
Amica Retiree Medical Trust
Rhode Island
$115M – – 9.5% – 385 – 0