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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)
Sunbelt Securities
3801
Sunbelt Securities
Texas
$73.6M +$977K +1% 8.38% 83.5% 132 20.45% 0.6
JC
3802
JCSD Capital
California
$73.6M +$4.7M +7% 4.94% – 31 25.81% 0.6
TAA
3803
TB Alternative Assets
Cayman Islands
$73.5M -$2.57M -3% 24.9% 312% 18 27.78% 0.9
HIP
3804
Hatteras Investment Partners
North Carolina
$73.5M -$34.7M -32% 12.9% – 144 59.72% 0.5
RAA
3805
RWC Asset Advisors
Florida
$73.4M -$2.72M -4% 24.7% 268% 20 15% 0.4
LFWA
3806
LBJ Family Wealth Advisors
Texas
$73.3M -$455K -0.6% 7.61% 64.9% 14 0% 1.8
United Bank (Virginia)
3807
United Bank (Virginia)
Virginia
$73.1M +$4.14M +6% 7.98% 76.1% 51 39.22% 0.9
OL
3808
Orbitronix LP
California
$72.8M +$440K +0.6% 15.5% 6.68% 83 71.08% 0.3
Apis Capital Advisors
3809
Apis Capital Advisors
New York
$72.3M -$16.8M -19% 6.34% 1,532% 56 46.43% 0.4
VCM
3810
Venator Capital Management
Ontario, Canada
$72.2M -$37M -34% 3.86% 154% 17 58.82% 0.5
NVPX
3811
Norwest Venture Partners XI
California
$72.2M -$133M -65% 40.9% – 4 25% 0.8
PPF
3812
PartnerRe Principal Finance
Connecticut
$72.1M -$24.9M -26% 9.14% – 1 0% 1.8
DCM
3813
Dean Capital Management
Kansas
$71.7M +$3.5M +5% 5.93% 89.7% 98 53.06% 0.8
Ion Asset Management
3814
Ion Asset Management
Israel
$71.7M -$13.8M -16% 15.9% 125% 26 30.77% 0.5
TDC
3815
Thompson Davis & Co
Virginia
$71.5M -$15.2M -18% 4.92% 188% 1,384 28.4% 0.9
ICAP
3816
Independence Capital Asset Partners
Colorado
$71.4M +$6.98M +11% 5.41% – 56 67.86% 0.3
Occidental Asset Management
3817
Occidental Asset Management
California
$71.4M -$3.2M -4% 3.97% 82.5% 66 4.55% 1.3
SCP
3818
Syntal Capital Partners
Texas
$71.1M -$29.7M -29% 9.03% 102% 170 28.82% 1
ODCM
3819
Old Dominion Capital Management
Virginia
$71M -$15.8M -18% 7.56% 45.9% 47 12.77% 1.9
GP
3820
Gresham Partners
Illinois
$70.7M +$63K +0.1% 8.88% – 11 36.36% 0.5
Pinkerton Retirement Specialists
3821
Pinkerton Retirement Specialists
Idaho
$70.5M -$91.1M -56% 4.76% 82.9% 223 28.25% 0.5
B. Riley Wealth Management
3822
B. Riley Wealth Management
Tennessee
$70.5M -$55.2M -44% 7.42% 32.4% 1,058 86.67% 1.3
ITVII
3823
IDG Technology Venture Investment III
Hong Kong
$70.5M -$29M -29% 27.2% – 4 0% 1.4
CAD
3824
Craig A. Drill
$70.3M +$1.5M +2% 6.49% 67.1% 28 60.71% 0.5
HVC
3825
Healthcare Value Capital
New Jersey
$70.1M -$25.1M -26% 18.7% 19% 34 26.47% 0.8