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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)
AMM
3326
American Money Management
California
$122M +$4.56M +4% 3.99% 65% 105 23.81% 1.6
PAM
3327
Peninsula Asset Management
Florida
$121M -$1.11M -0.9% 3.5% 44.1% 48 0% 3.8
ARMT
3328
Amica Retiree Medical Trust
Rhode Island
$121M +$4.06M +3% 5.58% – 394 6.6% 1.9
CI
3329
Capital Innovations
Wisconsin
$121M +$4.59M +4% 6.37% – 86 11.63% 1.8
FIM
3330
Fernwood Investment Management
Massachusetts
$121M +$13.2M +12% 10.9% 83.4% 122 18.03% 1.7
PHAM
3331
Palisades Hudson Asset Management
Florida
$121M +$4.58M +4% 4.48% 66.8% 73 4.11% 3.6
RC
3332
Rivulet Capital
New Jersey
$121M +$10.3M +9% 9.1% 27.4% 13 30.77% 2.8
SLA
3333
Silver Lake Advisory
Utah
$121M +$9.17M +8% 5.42% 70.9% 77 12.99% 1.8
OIMU
3334
Orbis Investment Management (US)
California
$121M +$10.7M +10% 8.11% 48.8% 38 36.84% 1.5
WFG
3335
Wills Financial Group
Virginia
$121M +$15.5M +15% 5.61% 57.5% 81 12.35% 1.7
PG
3336
Portola Group
California
$121M +$12M +11% 9.69% – 104 38.46% 2
NCM
3337
Newland Capital Management
New York
$120M -$85.1M -41% 0.71% – 73 69.86% 0.9
MCC
3338
Malaga Cove Capital
California
$120M +$2.49M +2% 6.18% 88.1% 77 45.45% 1.1
ACM
3339
Avalon Capital Management
California
$120M -$3.37M -3% 6.02% 151% 122 49.18% 1.8
CCM
3340
CWH Capital Management
Washington
$120M -$1.21M -1% 4.98% 29.9% 46 8.7% 1.8
BDCM
3341
Black Diamond Capital Management
Connecticut
$120M -$4.45M -4% 4.35% 28.3% 4 0% 2
NCA
3342
New Century Advisors
Maryland
$120M -$4.18M -3% 5.83% – 46 15.22% 1.8
BCM
3343
BlueMar Capital Management
Florida
$120M -$35.8M -23% 0.43% 27.4% 39 69.23% 1
TCCM
3344
Timber Creek Capital Management
Massachusetts
$120M +$9.99M +9% 3.63% 139% 96 23.96% 2.8
PIMJS
3345
PKO Investment Management Joint-Stock
Poland
$120M +$45.7M +62% 6.5% 125% 55 21.82% 1.6
DA
3346
Dunvegan Associates
California
$120M +$838K +0.7% 6.4% – 217 11.98% 1.9
BA
3347
Bridgewater Advisors
New York
$119M +$20M +20% 4.94% 61% 106 19.81% 1.6
FCMI
3348
Foresite Capital Management I
California
$119M -$23.1M -16% 26.3% 40.7% 11 27.27% 1.6
HVC
3349
Healthcare Value Capital
New Jersey
$119M -$33.6M -22% 1.29% 19% 51 47.06% 2.1
AWM
3350
Avior Wealth Management
Nebraska
$119M -$520K -0.4% 4.4% 66% 369 14.09% 1.1