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)
DJC
3551
Daily Journal Corp
California
$152M +$1.18M +0.8% 0.81% 108% 4 0% 3.5
CMP
3552
Courage Miller Partners
Virginia
$152M +$7.05M +5% 2.13% 40.3% 66 10.61% 3
CIAS
3553
Capital Investment Advisory Services
North Carolina
$152M +$15.4M +11% 1.61% 69.3% 168 17.26% 0.4
MAS
3554
Madden Advisory Services
Florida
$152M -$3.22M -2% 2.1% 52.3% 266 69.55% 3.4
GWS
3555
Glassman Wealth Services
Virginia
$152M +$7.08M +5% 0.64% 62.6% 727 21.87% 1.4
OIMU
3556
Orbis Investment Management (US)
California
$151M +$7.95M +6% 6.87% 48.8% 25 32% 1.3
TSWM
3557
Triangle Securities Wealth Management
North Carolina
$151M -$5.39M -3% 2.57% 83.6% 134 7.46% 2.7
WCM
3558
Weatherstone Capital Management
Colorado
$151M +$61.4M +68% 1.99% 32% 96 27.08% 1
HRC
3559
Hoertkorn Richard Charles
$151M +$1.06M +0.7% 2.64% 172% 88 4.55% 2.9
P3I
3560
Progeny 3 Inc
Washington
$151M -$5.71M -4% 0.22% 96.8% 28 25% 0.9
BAM
3561
Broadmark Asset Management
California
$151M -$36.2M -19% 2.75% 39.6% 6 83.33% 1.3
GL
3562
Globe Life
Texas
$150M +$8.63M +6% 2.64% 60.1% 1 0% 0.5
LCG
3563
Lisanti Capital Growth
New York
$150M +$80.3M +115% 15.9% 1,490% 140 57.14% 0.4
BA
3564
Bristol Advisors
Pennsylvania
$150M +$62M +70% 4.07% – 84 64.29% 0.2
AG
3565
Ashmore Group
United Kingdom
$150M +$23.2M +18% 5.06% 103% 28 39.29% 1.3
RGC
3566
Roberts, Glore & Co
Illinois
$150M +$4.8M +3% 3.98% 72.3% 144 3.47% 2.9
CLA
3567
Cranberry Lake Advisors
Texas
$150M +$636K +0.4% 2.42% 31.5% 11 9.09% 3.8
SIAP
3568
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$150M +$10.8M +8% 2.94% 97.5% 401 22.94% 0.4
TAS
3569
TIFF Advisory Services
Pennsylvania
$150M -$42M -22% 2.18% 85.9% 6 50% 0.5
HM
3570
Harvest Management
New York
$150M +$21.4M +17% 35.9% 610% 106 71.7% 0.4
CBCM
3571
Cook & Bynum Capital Management
Alabama
$150M +$5.67M +4% 3.8% 46.8% 5 0% 3.3
MCM
3572
McMillion Capital Management
North Carolina
$149M +$2.36M +2% 2.85% 59.3% 66 12.12% 2.6
MLFP
3573
MPS Loria Financial Planners
Illinois
$149M – – 2.19% 80% 406 – 0
G
3574
Gainplan
Michigan
$149M -$7.47M -5% 1.05% 103% 18 77.78% 0.1
IVMX
3575
Institutional Venture Management XIII
California
$149M -$19.2M -11% 4.43% – 6 33.33% 2.7