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)
RJA
3476
Robshaw & Julian Associates
New York
$129M +$10.9M +9% 6.29% 19.3% 45 22.22% 1.6
YCM
3477
Yost Capital Management
Texas
$129M +$25.1M +24% 4.96% 125% 11 54.55% 0.5
DSAM
3478
Dock Street Asset Management
Florida
$129M -$633K -0.5% 5.34% 175% 36 22.22% 1.9
LWM
3479
Lenox Wealth Management
Ohio
$129M +$6.39M +5% 6.01% 24.7% 279 51.61% 1
WOC
3480
West Oak Capital
California
$129M +$4.92M +4% 3.36% 110% 311 9.32% 2.2
GCM
3481
Goldman Capital Management
New York
$129M -$11.4M -8% 1.91% 24.3% 28 7.14% 2.1
LWIC
3482
Leith Wheeler Investment Counsel
British Columbia, Canada
$129M – – 6.27% 52.3% 10 – 0
SFS
3483
Summit Financial Strategies
Ohio
$129M +$8.04M +7% 3.38% 59.4% 50 20% 0.8
SUT
3484
SC US (TTGP)
California
$128M -$99.1M -44% 1.63% 65.2% 7 42.86% 0.8
HIM
3485
Harbour Investment Management
Washington
$128M +$4.11M +3% 7.1% 58.8% 75 4% 2.3
VWM
3486
Vector Wealth Management
Minnesota
$128M +$1.25M +1% 1.19% 2.13% 78 1.28% 1.7
EGA
3487
Emerging Global Advisors
New York
$128M -$13.2M -9% 7.61% 0.93% 20 25% 1.5
WCBA
3488
Weaver C. Barksdale & Associates
Tennessee
$128M +$4.06M +3% 4.17% 52.2% 568 6.51% 1.9
TCMV
3489
Technology Crossover Management V
California
$128M -$1.55M -1% 1.07% 2.5% 2 0% 2.5
AC
3490
Addison Capital
Pennsylvania
$128M +$20.1M +19% 5.55% 59.7% 110 27.27% 1.1
CD
3491
Carl Domino
Florida
$128M +$2.99M +2% 7.02% 38.3% 154 11.69% 1.8
TCM
3492
Tieton Capital Management
Washington
$127M +$20.3M +19% 20.1% 172% 30 0% 1.6
PVMCV
3493
Polaris Venture Management Co V
Massachusetts
$127M -$19.5M -13% 8.45% 281% 9 0% 1.3
GCMG
3494
Gyroscope Capital Management Group
Florida
$127M +$9.86M +8% 7.64% 24.8% 73 23.29% 0.7
P3I
3495
Progeny 3 Inc
Washington
$127M -$2.17M -2% 0.09% 96.8% 12 25% 1.3
IOOF
3496
Independent Order of Foresters
Ontario, Canada
$127M +$10M +9% 4.62% 66.3% 109 5.5% 2
BT
3497
Brandywine Trust
Delaware
$127M +$8.25M +7% 5.51% 32.7% 21 4.76% 2.2
IIC
3498
Integrated Investment Consultants
Michigan
$127M – – 4.64% 70.2% 118 – 0
AIM
3499
AMI Investment Management
Indiana
$127M +$12.4M +11% 4.72% 47.9% 45 8.89% 1.8
LS
3500
Lattice Strategies
Pennsylvania
$127M -$15.1M -11% 1.32% 19.9% 82 17.07% 2