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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)
DI
3501
DGH Investments
Switzerland
$91.4M -$26.2M -22% 8.34% – 2 0% 0.5
RCA
3502
Rex Capital Advisors
Rhode Island
$90.7M -$339K -0.4% 10.3% 7.31% 54 1.85% 0.5
PIP
3503
Palisades Investment Partners
California
$90.4M -$15.8M -15% 12.7% – 86 27.91% 0.4
First United Bank & Trust
3504
First United Bank & Trust
Maryland
$90.3M +$7.61M +9% 8.62% 69.2% 79 3.8% 0.5
AC
3505
Argentiere Capital
Switzerland
$90.3M – – 6.26% 1.96% 6 – 0
HCPI
3506
Harbinger Capital Partners II
New York
$90.2M +$11.3M +14% 14.3% – 1 0% 0.5
Guardian Investment Management
3507
Guardian Investment Management
California
$90.2M +$16.7M +23% 9.14% 89.7% 62 14.52% 0.4
Seven Eight Capital
3508
Seven Eight Capital
New York
$90M – – 10.4% 13.6% 566 – 0
GSI Capital Advisors
3509
GSI Capital Advisors
California
$89.6M -$2.06M -2% 1.6% 39.7% 42 57.14% 0.3
Wedgewood Investors
3510
Wedgewood Investors
Pennsylvania
$89.4M +$5.17M +6% 4.89% – 127 8.66% 0.5
Cincinnati Casualty Company
3511
Cincinnati Casualty Company
Ohio
$89.3M +$6.7M +8% 8.23% 56% 23 0% 0.5
First Commonwealth Financial Corp
3512
First Commonwealth Financial Corp
Pennsylvania
$89.1M +$7.59M +9% 11.5% 72.9% 88 5.68% 0.5
Mitchell Sinkler & Starr
3513
Mitchell Sinkler & Starr
Pennsylvania
$89M +$1.65M +2% 7.75% 85.6% 85 9.41% 0.5
Seven Post Investment Office
3514
Seven Post Investment Office
California
$88.9M +$5.53M +7% 3.66% 52.6% 8 25% 0.4
DP
3515
Delta Partners
Massachusetts
$88.8M -$5.64M -6% 14% 34.4% 22 31.82% 0.4
AC
3516
Altus Capital
Ohio
$87.5M +$137K +0.2% 7.46% – 25 20% 0.4
Merit Investment Management
3517
Merit Investment Management
Delaware
$87.5M +$4.36M +5% 7.41% – 57 63.16% 0.3
SSIA
3518
Spero-Smith Investment Advisers
Ohio
$87.3M +$6.76M +8% 12.7% 31.3% 41 7.32% 0.5
GC
3519
Gruss & Co
Florida
$87M +$4.28M +5% 4.99% 163% 61 21.31% 0.4
SM
3520
Southport Management
Wyoming
$86.9M +$27.4M +46% 10.9% 107% 42 42.86% 0.3
AB CarVal Investors
3521
AB CarVal Investors
Minnesota
$86.6M -$74.9M -46% 1.78% 24% 20 50% 0.3
SM
3522
Simcah Management
North Carolina
$86.6M – – 11% – 15 – 0
Grace Capital
3523
Grace Capital
Massachusetts
$86.5M +$7.17M +9% 8.05% 127% 82 4.88% 0.5
CCP
3524
Centaur Capital Partners
Texas
$86.4M -$29.4M -25% 5.6% 48.5% 42 52.38% 0.3
WealthTrust-Arizona
3525
WealthTrust-Arizona
Arizona
$85.9M +$6.48M +8% 6.26% 20.2% 718 13.23% 0.4