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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)
LDR Capital Management
4176
LDR Capital Management
New York
$123M +$6.32M +5% 2.9% 28.4% 26 38.46% 0.5
SMP
4177
Santa Monica Partners
Florida
$123M +$16.1M +15% 15.8% 135% 27 0% 0.7
BI
4178
Bredin Investment
Delaware
$123M -$7.6M -6% 5.58% – 78 3.85% 0.7
Family Legacy Inc
4179
Family Legacy Inc
South Carolina
$123M +$6.8M +6% 6.58% 89% 177 1.13% 0.7
William Marsh Rice University
4180
William Marsh Rice University
Texas
$123M -$10.4M -8% 7.01% 1.81% 3 0% 1.5
Sterling Investment Advisors (Missouri)
4181
Sterling Investment Advisors (Missouri)
Missouri
$122M +$3.97M +3% 1.4% 37.8% 28 0% 3.3
Technology Crossover Management V
4182
Technology Crossover Management V
California
$122M -$14.9M -11% 10.6% 2.5% 2 0% 3.3
HAM
4183
Hammer Asset Management
California
$122M +$8.13M +7% 6.34% – 49 22.45% 0.2
ACM
4184
Akanthos Capital Management
California
$122M +$7.87M +7% 9.97% 1.86% 24 66.67% 0.8
Sturgeon Ventures
4185
Sturgeon Ventures
United Kingdom
$122M +$23.6M +24% 14% 85.9% 25 24% 0.5
Exeter Financial
4186
Exeter Financial
Arizona
$122M +$8.2M +7% 6.87% 59.1% 68 2.94% 0.7
Protective Life
4187
Protective Life
Alabama
$122M – – 0.62% 38.4% 13 – 0
AC
4188
AMS Capital
Brazil
$121M -$35.5M -23% 0.45% 63.1% 67 82.09% 0.1
Seelaus Asset Management
4189
Seelaus Asset Management
New Jersey
$121M +$6.41M +6% 8.04% 134% 193 15.54% 0.6
OptiFour Integrated Wealth Management
4190
OptiFour Integrated Wealth Management
Virginia
$121M +$5.69M +5% 3.58% – 55 3.64% 0.7
Cincinnati Casualty Company
4191
Cincinnati Casualty Company
Ohio
$121M +$9.5M +8% 9.36% 56% 25 8% 3.9
Founders Capital Management (Texas)
4192
Founders Capital Management (Texas)
Texas
$121M +$7.32M +6% 8.26% 131% 323 8.67% 1.3
WC
4193
Weil Company
California
$121M +$2.95M +2% 6.85% 71.7% 105 11.43% 0.6
Beaton Management Company
4194
Beaton Management Company
Massachusetts
$121M +$9.46M +8% 7.36% 95.9% 126 5.56% 1.1
Friedenthal Financial
4195
Friedenthal Financial
New Jersey
$121M +$5.08M +4% 2.68% 111% 73 36.99% 1.8
Biltmore Wealth Management
4196
Biltmore Wealth Management
Arizona
$121M +$10.5M +10% 6.26% 59.8% 48 33.33% 1.7
EWG
4197
Executive Wealth Group
Washington
$121M +$8.27M +7% 5.65% 14.9% 37 5.41% 0.7
AFC
4198
AFT Forsyth & Company
Florida
$121M +$6.58M +6% 8.23% 135% 146 10.27% 3.6
Amica Retiree Medical Trust
4199
Amica Retiree Medical Trust
Rhode Island
$121M +$5.81M +5% 7.4% – 358 8.38% 2.8
Wells Trecaso Financial Group
4200
Wells Trecaso Financial Group
Ohio
$121M +$13.8M +13% 9.77% 108% 75 9.33% 0.6