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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)
BE
3601
Bonness Enterprises
District of Columbia
$116M +$4.39M +4% 4.62% 98.6% 50 4% 1.4
Investors Asset Management of Georgia
3602
Investors Asset Management of Georgia
Georgia
$116M – – 5.33% 118% 139 – 0
Lincoln Capital
3603
Lincoln Capital
Nebraska
$115M – – 5.27% 67.1% 55 – 0
St. Johns Investment Management
3604
St. Johns Investment Management
Florida
$115M +$1.91M +2% 4.87% 80.9% 156 5.13% 0.7
KAM
3605
Kazazian Asset Management
Florida
$115M – – 1.24% – 96 – 0
RCM
3606
Rotella Capital Management
Washington
$115M +$20.1M +21% 10.1% 26.6% 511 68.3% 0.3
Dunvegan Associates
3607
Dunvegan Associates
California
$115M +$4.59M +4% 2.37% – 212 8.96% 0.9
Capital Planning Advisors
3608
Capital Planning Advisors
California
$115M – – 2.74% 64.2% 88 – 0
Hillview Capital Advisors
3609
Hillview Capital Advisors
Pennsylvania
$115M – – 6.26% 20.9% 11 – 0
Biltmore Wealth Management
3610
Biltmore Wealth Management
Arizona
$115M – – 5.43% 59.8% 38 – 0
AWW
3611
Alan W. Weber
$115M – – 15.1% 191% 50 – 0
Hillswick Asset Management
3612
Hillswick Asset Management
Connecticut
$115M – – 5.69% 40.2% 13 – 0
BC
3613
Balestra Capital
New York
$114M +$38.9M +52% 4.27% – 26 57.69% 0.4
Aquiline Capital Partners
3614
Aquiline Capital Partners
New York
$114M -$106M -48% 8.04% 14.7% 3 0% 1.5
Hellman & Friedman Investors V
3615
Hellman & Friedman Investors V
Cayman Islands
$114M -$171M -60% 0.9% – 1 0% 1.5
Limestone Value Partners
3616
Limestone Value Partners
Texas
$114M – – 14.2% – 28 – 0
Crossvault Capital Management
3617
Crossvault Capital Management
Texas
$114M +$8.31M +8% 4.67% 56.4% 65 13.85% 0.9
Aldebaran Financial
3618
Aldebaran Financial
$114M +$1.97M +2% 3.96% 89.7% 123 21.95% 0.8
PCM
3619
Price Capital Management
Louisiana
$113M – – 30.9% 124% 64 – 0
Beaconlight Capital
3620
Beaconlight Capital
New York
$113M +$17.3M +18% 6.55% 282% 24 54.17% 0.6
Carlton Hofferkamp & Jenks Wealth Management
3621
Carlton Hofferkamp & Jenks Wealth Management
Texas
$113M +$26.3M +30% 1.92% 63.9% 70 28.57% 0.9
MCA
3622
Mercer Capital Advisers
New Jersey
$113M – – 3.39% 59.6% 288 – 0
Capital Innovations
3623
Capital Innovations
Wisconsin
$113M +$4.71M +4% 5.9% – 98 27.55% 0.8
Mark Sheptoff Financial Planning
3624
Mark Sheptoff Financial Planning
Connecticut
$113M -$68K -0.1% 5.56% 92.4% 365 10.41% 0.7
First Houston Capital
3625
First Houston Capital
Texas
$113M +$6.11M +6% 6.27% 39.2% 88 23.86% 1.1