We are live on ! Find out more

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)
Daniel Devine & Co
3301
Daniel Devine & Co
Florida
$150M +$9.8M +7% 1.81% 34.2% 65 9.23% 0.2
Hyperion Asset Management
3302
Hyperion Asset Management
Australia
$150M +$1.99M +1% 10.9% 151% 1 0% 0.3
Black Diamond Capital Management
3303
Black Diamond Capital Management
Connecticut
$149M +$3.98M +3% 2.38% 28.3% 4 0% 1.3
Blue Edge Capital
3304
Blue Edge Capital
Virginia
$149M +$3.09M +2% 4.53% 67.4% 75 17.33% 1
Mader & Shannon Wealth Management
3305
Mader & Shannon Wealth Management
Missouri
$149M +$573K +0.4% 4.11% 53.1% 33 75.76% 0.2
Franklin, Parlapiano, Turner & Welch
3306
Franklin, Parlapiano, Turner & Welch
Texas
$149M -$446K -0.3% 0.45% 41.6% 45 4.44% 1.6
Old West Investment Management
3307
Old West Investment Management
California
$149M -$13M -8% 0.46% 242% 85 10.59% 1.3
Virtus Investment Advisers
3308
Virtus Investment Advisers
Connecticut
$149M -$40.7M -21% 1.86% 172% 28 50% 0.6
CFMC
3309
Curbstone Financial Management Corp
New Hampshire
$148M +$18.6M +14% 1.35% 69.6% 169 18.34% 0.8
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
3310
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$148M +$5.38M +4% 2.89% 80.8% 33 12.12% 0.2
SSI
3311
Scott & Selber Inc
Texas
$148M -$1.3M -0.9% 7.69% 202% 79 37.97% 0.9
NCM
3312
Niemann Capital Management
Nevada
$148M +$7.5M +5% 10.3% 103% 29 44.83% 0.4
Richmond Hill Investment Company
3313
Richmond Hill Investment Company
New York
$148M +$46.8M +46% 3.64% 7.84% 14 42.86% 0.2
Summit Financial Wealth Advisors
3314
Summit Financial Wealth Advisors
Louisiana
$148M +$3.61M +3% 0.46% 71.4% 264 22.73% 0.2
Otter Creek Advisors
3315
Otter Creek Advisors
Florida
$148M – – 2.06% 173% 60 – 0
Hillman Company
3316
Hillman Company
Pennsylvania
$148M -$12.6M -8% 5.46% 134% 15 33.33% 0.3
Blue Chip Partners
3317
Blue Chip Partners
Michigan
$148M +$4.28M +3% 0.61% 81.2% 112 5.36% 0.2
KCM
3318
Karp Capital Management
California
$148M +$10.3M +7% 2.96% 21.3% 408 19.12% 0.2
New Leaf Venture Partners
3319
New Leaf Venture Partners
New York
$147M -$58.2M -28% 0.32% 3.91% 15 26.67% 0.2
Charles-Lim Capital
3320
Charles-Lim Capital
Hong Kong
$147M +$40.5M +38% 11% 4.44% 7 42.86% 0.2
Northside Capital Management
3321
Northside Capital Management
Oregon
$147M +$7.8M +6% 0.19% 99.6% 46 6.52% 0.2
Lowe Wealth Advisors
3322
Lowe Wealth Advisors
Maryland
$147M +$7.34M +5% 0.9% 63.3% 236 11.02% 0.2
Private Harbour Investment Management & Counsel
3323
Private Harbour Investment Management & Counsel
Ohio
$147M +$3.86M +3% 0.98% 82.6% 87 9.2% 1.5
FVCM
3324
F&V Capital Management
Florida
$147M +$141K +0.1% 1.07% 123% 69 7.25% 1.3
Vontobel Swiss Wealth Advisors
3325
Vontobel Swiss Wealth Advisors
Switzerland
$147M +$10.2M +7% 2.89% 70.1% 120 69.17% 0.2