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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 Holding
Period (Yrs)
SPL
3401
Smart Portfolios LLC
Washington
$138M +$29.1M +27% 4.07% 41.3% 18 22.22% 1
WIM
3402
Wilen Investment Management
Florida
$138M -$1.95M -1% 1.93% 79.9% 67 5.97% 2.2
PCM
3403
Pointe Capital Management
Michigan
$138M -$25.8M -16% 0.08% 62.6% 171 22.22% 0.7
PIMJS
3404
PKO Investment Management Joint-Stock
Poland
$138M +$27.7M +25% 10.6% 125% 49 14.29% 1.3
FNB
3405
Farmers National Bank
Kentucky
$138M +$11.7M +9% 6.78% – 105 9.52% 0.9
BI
3406
Boulegeris Investments
Georgia
$138M +$7.06M +5% 6.63% 39.1% 49 10.2% 1.1
GCA
3407
Gideon Capital Advisors
New York
$138M -$33.2M -19% 2.31% 37.6% 318 78.62% 0.1
1CM
3408
1492 Capital Management
Wisconsin
$138M -$2.85M -2% 11.2% 332% 144 32.64% 0.8
RTS
3409
Round Table Services
New Jersey
$138M +$1.5M +1% 2.07% 16.1% 114 28.07% 1.2
Maple Rock Capital Partners
3410
Maple Rock Capital Partners
Ontario, Canada
$137M – – 1.87% 602% 17 – 0
AIA
3411
AGF Investments America
Ontario, Canada
$137M -$20.6M -13% 9.19% 72.1% 77 50.65% 1.6
VHMC
3412
Value Holdings Management Company
New York
$137M -$875K -0.6% 6.5% 125% 36 16.67% 1.7
WM
3413
WCG Management
New York
$137M -$84.9M -38% 1.72% 29.5% 34 55.88% 0.6
FVCM
3414
F&V Capital Management
Florida
$137M -$3.6M -3% 8.71% 107% 70 21.43% 1.7
TCA
3415
Teewinot Capital Advisers
New York
$137M -$4.22M -3% 11.2% 149% 72 47.22% 1.5
AW
3416
Alpha Windward
Massachusetts
$137M +$1.8M +1% 4.54% 33.6% 507 34.91% 1.4
DCM
3417
Delta Capital Management
New Jersey
$137M +$5.21M +4% 4.59% 125% 68 19.12% 1.8
SAM
3418
Sequent Asset Management
Texas
$137M +$4.88M +4% 2.15% 51.3% 72 12.5% 1.8
IFB
3419
iAB Financial Bank
Indiana
$137M +$5.73M +4% 4.42% 22.5% 108 8.33% 2
TWM
3420
Torch Wealth Management
Ohio
$137M +$6.91M +5% 4.5% 48.8% 105 13.33% 1.4
CRCM
3421
Crystal Rock Capital Management
Illinois
$137M +$4.08M +3% 10.9% 172% 33 36.36% 1.5
PO
3422
Private Ocean
California
$137M +$1.18M +0.9% 0.66% 2.82% 184 7.07% 1.6
SCM
3423
Samson Capital Management
Kansas
$137M -$33K -0% 2.38% 13.4% 20 20% 1.4
IWA
3424
Inspirion Wealth Advisors
Illinois
$136M +$9.68M +8% 6.1% 52.5% 57 12.28% 0.9
MIC
3425
Meridian Investment Counsel
California
$136M +$14M +11% 5.62% 116% 169 14.2% 1.6