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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)
JRM Investment Counsel
3826
JRM Investment Counsel
Nebraska
$119M -$10.9M -8% 3.48% 65.5% 31 12.9% 1.6
Colorado Capital Management
3827
Colorado Capital Management
Colorado
$119M +$8.65M +8% 5.79% 60.4% 71 7.04% 1.1
Access Financial Services
3828
Access Financial Services
Minnesota
$119M +$8.75M +8% 2.47% 44.8% 70 15.71% 0.2
AIA
3829
AIMZ Investment Advisors
California
$119M +$6.74M +6% 5.52% 81.3% 99 5.05% 1.9
FA
3830
Financial Advantage
Maryland
$119M +$8.41M +8% 6.5% 24.3% 31 16.13% 2.4
Capital Wealth Planning
3831
Capital Wealth Planning
Florida
$118M +$5.29M +5% 4.87% 73.9% 115 26.09% 1.6
DAFNA Capital Management
3832
DAFNA Capital Management
California
$118M +$4.41M +4% 13.3% 313% 84 33.33% 1.3
Adalta Capital Management
3833
Adalta Capital Management
New York
$118M – – 7.6% 80.4% 73 – 0
Boardman Bay Capital Management
3834
Boardman Bay Capital Management
New York
$118M +$72.6M +159% 11.8% 145% 73 64.38% 0.4
Blankinship & Foster
3835
Blankinship & Foster
California
$118M +$10.5M +10% 6.28% 67.1% 30 23.33% 0.2
Albert D. Mason Inc
3836
Albert D. Mason Inc
Massachusetts
$118M +$3.24M +3% 3.73% 82% 124 5.65% 2.8
Scholtz & Company
3837
Scholtz & Company
Connecticut
$118M +$2.62M +2% 7.35% 89.2% 49 32.65% 0.8
APSI
3838
Asset Planning Services Inc
Louisiana
$118M +$11.2M +11% 4.83% 138% 35 11.43% 0.2
Billings Capital Management
3839
Billings Capital Management
Virginia
$118M -$2.54M -2% 3.19% – 11 27.27% 1
Himalaya Capital Management
3840
Himalaya Capital Management
Washington
$118M +$5.94M +5% 5.37% 116% 2 0% 0.3
Koch Industries
3841
Koch Industries
Kansas
$118M +$73.7M +168% 6.67% 56.9% 305 86.56% 0
Kettle Hill Capital Management
3842
Kettle Hill Capital Management
New York
$117M +$13.8M +13% 2.42% 37.4% 65 72.31% 0.1
Kohmann Bosshard Financial Services
3843
Kohmann Bosshard Financial Services
Ohio
$117M +$10M +9% 4.46% 42.8% 79 31.65% 0.2
Ursa Fund Management
3844
Ursa Fund Management
California
$117M -$2.29B -95% 8.15% 93.5% 23 78.26% 0.1
MIM
3845
Midwest Investment Management
Ohio
$117M +$751K +0.6% 4.19% 26% 53 9.43% 2.3
Michael & Susan Dell Foundation
3846
Michael & Susan Dell Foundation
New York
$117M -$17.5M -13% 3.31% 238% 7 0% 2.2
Independent Order of Foresters
3847
Independent Order of Foresters
Ontario, Canada
$117M -$1.74M -1% 0.88% 66.3% 112 2.68% 2.9
Girard Securities
3848
Girard Securities
California
$117M +$2.06M +2% 4.86% – 185 20% 0.9
SAM
3849
Security Asset Management
New York
$117M +$8.7M +8% 9.7% 67.4% 80 10% 1.9
Orinda Asset Management
3850
Orinda Asset Management
California
$117M +$5.22M +5% 1.04% 28.4% 49 42.86% 0.9