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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)
IP
3976
Investment Partners
Ohio
$102M -$74.3M -42% 3.04% 74.1% 187 46.52% 1.4
Tiemann Investment Advisors
3977
Tiemann Investment Advisors
California
$102M -$6.86M -6% 2.57% 77% 171 12.28% 2.3
Trustco Bank (New York)
3978
Trustco Bank (New York)
New York
$102M +$16.8M +20% 5.87% 131% 67 22.39% 2.7
Peachtree Investment Advisors
3979
Peachtree Investment Advisors
Georgia
$102M -$31K -0% 2.15% 24.2% 92 11.96% 2.4
Aegis Financial
3980
Aegis Financial
Virginia
$102M +$2.55M +3% 12.2% 266% 37 18.92% 2.3
Gladstone Capital Management
3981
Gladstone Capital Management
United Kingdom
$102M -$21.4M -17% 0.07% 304% 16 43.75% 0.5
Emory University
3982
Emory University
Georgia
$102M – – 3.18% – 42 – 0.5
Heritage Way Advisors
3983
Heritage Way Advisors
Illinois
$101M – – 3.39% 79.4% 58 – 0
Siena Capital Partners
3984
Siena Capital Partners
Illinois
$101M – – 37.1% 44.2% 28 – 0
Pacific Wealth Strategies Group
3985
Pacific Wealth Strategies Group
California
$101M – – 0.64% 75.5% 70 – 0
Commonwealth Financial Services
3986
Commonwealth Financial Services
West Virginia
$101M -$4.83M -5% 5.1% 64.2% 272 14.71% 1.5
Kerrisdale Advisers
3987
Kerrisdale Advisers
Florida
$101M -$52.6M -34% 2.75% 78.8% 25 64% 0.8
EDMP Inc
3988
EDMP Inc
Florida
$101M -$3.13M -3% 1.01% 78% 69 14.49% 2.5
AFA
3989
Alta Fundamental Advisers
New York
$101M +$20M +25% 9.62% 340% 17 52.94% 0.4
Meritech Capital Associates III
3990
Meritech Capital Associates III
California
$101M -$11.5M -10% 8.04% 135% 3 0% 2.8
LCNB Corp
3991
LCNB Corp
Ohio
$101M – – 6.82% 75.2% 110 – 0
Equinox Partners Investment Management
3992
Equinox Partners Investment Management
Connecticut
$101M -$27.8M -22% 17.7% 241% 10 10% 2.1
Energy Capital Partners III
3993
Energy Capital Partners III
New Jersey
$101M – – 20.4% – 2 – 0
Somerset Group
3994
Somerset Group
Minnesota
$101M +$3.65M +4% 5.27% 84.6% 78 23.08% 2.3
PM
3995
Parametrica Management
Hong Kong
$101M +$64.7M +178% 3.47% 584% 300 89% 0.1
McAdam LLC
3996
McAdam LLC
Pennsylvania
$101M – – 0.57% 65.4% 49 – 0
TG
3997
TLP Group
Illinois
$101M +$6.16M +7% 20.2% 42.7% 420 71.9% 0.3
LCP
3998
Longhorn Capital Partners
Texas
$101M +$3.57M +4% 3.34% 30.2% 1 0% 3.5
MI
3999
Moneywise Inc
Virginia
$101M +$6.28M +7% 2.23% 58% 35 11.43% 0.2
Lederer & Associates Investment Counsel
4000
Lederer & Associates Investment Counsel
California
$101M – – 3.52% 92.7% 83 – 1.3