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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 Time
Held (Qtrs)
SMP
4176
Santa Monica Partners
Florida
$123M +$16.1M +15% 15.8% 135% 27 0% 2.9
BI
4177
Bredin Investment
Delaware
$123M -$7.6M -6% 5.58% – 78 3.85% 2.9
FLI
4178
Family Legacy Inc
South Carolina
$123M +$6.8M +6% 6.58% 87.8% 177 1.13% 2.8
WMRU
4179
William Marsh Rice University
Texas
$123M -$10.4M -8% 7.01% 4.44% 3 0% 6
SIAM
4180
Sterling Investment Advisors (Missouri)
Missouri
$122M +$3.97M +3% 1.4% 37.8% 28 0% 13.1
TCMV
4181
Technology Crossover Management V
California
$122M -$14.9M -11% 10.6% 2.5% 2 0% 13
HAM
4182
Hammer Asset Management
California
$122M +$8.13M +7% 6.34% – 49 22.45% 0.8
ACM
4183
Akanthos Capital Management
California
$122M +$7.87M +7% 9.97% 1.86% 24 66.67% 3.2
SV
4184
Sturgeon Ventures
United Kingdom
$122M +$23.6M +24% 14% 85.9% 25 24% 2.2
EF
4185
Exeter Financial
Arizona
$122M +$8.2M +7% 6.87% 59.1% 68 2.94% 2.9
PL
4186
Protective Life
Alabama
$122M – – 0.62% 38.4% 13 – 0
AC
4187
AMS Capital
Brazil
$121M -$35.5M -23% 0.45% 63.1% 67 82.09% 0.3
SAM
4188
Seelaus Asset Management
New Jersey
$121M +$6.41M +6% 8.04% 122% 193 15.54% 2.5
OIWM
4189
OptiFour Integrated Wealth Management
Virginia
$121M +$5.69M +5% 3.58% – 55 3.64% 2.8
CCC
4190
Cincinnati Casualty Company
Ohio
$121M +$9.51M +8% 9.36% 56% 25 8% 15.5
FCMT
4191
Founders Capital Management (Texas)
Texas
$121M +$7.32M +6% 8.26% 118% 323 8.67% 5.2
WC
4192
Weil Company
California
$121M +$2.95M +2% 6.85% 60.7% 105 11.43% 2.5
BMC
4193
Beaton Management Company
Massachusetts
$121M +$9.46M +8% 7.36% 95.9% 126 5.56% 4.5
FF
4194
Friedenthal Financial
New Jersey
$121M +$5.08M +4% 2.68% 111% 73 36.99% 7
BWM
4195
Biltmore Wealth Management
Arizona
$121M +$10.5M +10% 6.26% 59.8% 48 33.33% 6.7
EWG
4196
Executive Wealth Group
Washington
$121M +$8.27M +7% 5.65% 14.9% 37 5.41% 2.9
AFC
4197
AFT Forsyth & Company
Florida
$121M +$6.58M +6% 8.23% 135% 146 10.27% 14.5
ARMT
4198
Amica Retiree Medical Trust
Rhode Island
$121M +$5.81M +5% 7.4% – 358 8.38% 11.3
WTFG
4199
Wells Trecaso Financial Group
Ohio
$121M +$13.8M +13% 9.77% 108% 75 9.33% 2.5
JC
4200
Jentner Corp
Ohio
$120M +$822K +0.7% 3.6% 38.9% 31 12.9% 5.9