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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)
Reliant Investment Management
3651
Reliant Investment Management
Tennessee
$111M +$3.27M +3% 3.84% 129% 66 16.67% 0.8
DIS
3652
Diversified Investment Strategies
Louisiana
$111M -$8.96M -7% 0.19% 86% 67 17.91% 1.2
Penbrook Management
3653
Penbrook Management
New York
$111M +$2.44M +2% 3.52% 107% 129 13.18% 0.8
JRM Investment Counsel
3654
JRM Investment Counsel
Nebraska
$111M – – 0.6% 65.5% 39 – 0
P
3655
PhaseCapital
New York
$111M – – 3% 25.1% 7 – 0
Fullerton Fund Management
3656
Fullerton Fund Management
Singapore
$111M – – 30.8% 412% 8 – 0
AP
3657
Agilis Partners
Massachusetts
$111M – – 0.88% 8.47% 12 – 0
Trustco Bank (New York)
3658
Trustco Bank (New York)
New York
$111M +$1.9M +2% 4.28% 131% 69 2.9% 1.4
KCM
3659
Key Colony Management
Arkansas
$110M -$4.92M -4% 6.65% 113% 26 42.31% 0.8
Institutional Venture Management XIV
3660
Institutional Venture Management XIV
California
$110M – – 14.1% 18.1% 2 – 0
GBA
3661
Garrison Bradford & Associates
New York
$110M +$10.3M +10% 7.77% 63.5% 116 13.79% 1.2
Sonata Capital Group
3662
Sonata Capital Group
Washington
$110M – – 4.71% 66.5% 92 – 0
Mountain Lake Investment Management
3663
Mountain Lake Investment Management
Florida
$110M -$44.1M -29% 2.89% 64% 50 56% 0.8
Godshalk Welsh Capital Management
3664
Godshalk Welsh Capital Management
Pennsylvania
$110M – – 5.74% 61.1% 286 – 0
LA
3665
Lau Associates
Delaware
$110M +$1.19M +1% 2.98% 44.5% 65 3.08% 1.3
HIM
3666
Hutchens Investment Management
New Hampshire
$110M – – 5.23% 56.8% 206 – 0
McNamara Financial Services
3667
McNamara Financial Services
Massachusetts
$110M – – 5.23% 42.6% 206 – 0
Elm Advisors
3668
Elm Advisors
California
$110M +$3.99M +4% 4.3% 50.5% 78 11.54% 0.9
RMSCM
3669
R.M. Sincerbeaux Capital Management
New York
$109M +$230K +0.2% 4.49% 76.4% 62 17.74% 0.9
Central Square Management
3670
Central Square Management
Illinois
$109M +$6.13M +6% 3.71% 8.22% 55 56.36% 0.5
S.R. Schill & Associates
3671
S.R. Schill & Associates
Washington
$109M – – 4.5% 42.7% 56 – 0
Ruggie Capital Group
3672
Ruggie Capital Group
Florida
$109M – – 3.34% 22% 229 – 0
GP
3673
Grow Partners
California
$109M -$2.42M -2% 12.7% – 46 71.74% 0.3
Guild Investment Management
3674
Guild Investment Management
California
$109M +$24M +28% 6.45% 101% 51 94.12% 0.1
Advance Emerging Capital
3675
Advance Emerging Capital
United Kingdom
$109M -$24.5M -18% 0% – 15 26.67% 1