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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)
HMS Capital Management
3876
HMS Capital Management
Tennessee
$117M +$4.65M +4% 6.72% 140% 161 15.53% 0.7
Sigma Investment Management
3877
Sigma Investment Management
Oregon
$117M +$1.06M +0.9% 2.11% 8.4% 16 6.25% 3.2
PAPAIJV
3878
Paragon Associates & Paragon Associates II Joint Venture
Texas
$117M +$29M +33% 17.6% 168% 25 48% 1
SkyTop Capital Management
3879
SkyTop Capital Management
New Jersey
$117M +$5.79M +5% 15.4% 50.2% 27 55.56% 0.3
KCM
3880
Knoll Capital Management
Florida
$117M +$41.5M +55% 74.5% 258% 16 6.25% 1.9
Wheatland Advisors
3881
Wheatland Advisors
Pennsylvania
$117M +$5.94M +5% 4.86% 30.5% 97 7.22% 3.1
Arbor Wealth Management (Florida)
3882
Arbor Wealth Management (Florida)
Florida
$117M +$11.2M +11% 0.85% 101% 68 25% 1.2
Man Investments (Switzerland)
3883
Man Investments (Switzerland)
Switzerland
$117M -$38.3M -25% 0% 0.23% 59 0% 1.9
IP
3884
Investment Partners
Ohio
$117M +$6.77M +6% 4.23% 74.1% 127 11.02% 1.9
Spectrum Asset Management (California)
3885
Spectrum Asset Management (California)
California
$117M +$8.42M +8% 5.19% 68.3% 75 13.33% 1.4
Cincinnati Casualty Company
3886
Cincinnati Casualty Company
Ohio
$116M +$4.09M +4% 4.02% 56% 27 0% 3.1
Farmers & Merchants Trust Co of Chambersburg PA
3887
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$116M +$629K +0.5% 3.37% 65.5% 295 9.83% 0.7
Peachtree Investment Advisors
3888
Peachtree Investment Advisors
Georgia
$116M -$291K -0.2% 4.53% 24.2% 82 6.1% 3.3
Polaris Venture Management Co V
3889
Polaris Venture Management Co V
Massachusetts
$116M +$32.8M +39% 12% 281% 9 11.11% 2.5
EisnerAmper Wealth Management Corporate Benefits
3890
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$116M +$19K +0% 3.72% 13% 31 3.23% 2.3
Tieton Capital Management
3891
Tieton Capital Management
Washington
$116M +$7.95M +7% 16.1% 172% 28 3.57% 2.6
WPA
3892
Winning Points Advisors
Florida
$116M +$13.7M +13% 4.52% – 70 5.71% 0.7
Robertson Stephens Advisors
3893
Robertson Stephens Advisors
California
$116M +$4.66M +4% 4.77% – 75 17.33% 0.7
Concorde Asset Management
3894
Concorde Asset Management
Michigan
$115M +$41.4M +56% 3.66% – 162 32.1% 0.9
Worth Venture Partners
3895
Worth Venture Partners
New Jersey
$115M -$677K -0.6% 2.65% 105% 157 42.04% 0.4
Profit Investment Management
3896
Profit Investment Management
Maryland
$115M +$4.27M +4% 6.78% 101% 96 12.5% 3.2
RK Asset Management
3897
RK Asset Management
Michigan
$115M -$4.38M -4% 4.88% 47.6% 20 5% 2
Bandera Partners
3898
Bandera Partners
New York
$115M +$4.48M +4% 0.87% 55.4% 14 7.14% 2.3
INVST
3899
INVST
Indiana
$114M +$44M +63% 4.32% 78.5% 36 38.89% 0.2
Lesa Sroufe & Co
3900
Lesa Sroufe & Co
Washington
$114M +$6.32M +6% 5.05% – 42 9.52% 2.8