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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)
PAPAIJV
4576
Paragon Associates & Paragon Associates II Joint Venture
Texas
$106M +$30.7M +41% 22.8% 168% 34 50% 1.3
FMB
4577
Field & Main Bank
Kentucky
$106M – – 13.2% 107% 207 – 3.6
CH
4578
CVI Holdings
Delaware
$106M +$60.7M +135% 29.7% 25.8% 68 50% 0.4
KCM
4579
Kendall Capital Management
Maryland
$105M +$8.92M +9% 12.7% 120% 120 15% 1
AIA
4580
Angeles Investment Advisors
California
$105M -$10.1M -9% 10.7% 71.7% 48 39.58% 0.2
DIS
4581
Diversified Investment Strategies
Louisiana
$105M +$7.79M +8% 6.49% 86% 38 15.79% 3.3
FWM
4582
Fairhaven Wealth Management
Illinois
$105M +$3.4M +3% 11.1% – 88 19.32% 0.2
SC
4583
Schooner Capital
Florida
$105M -$2.12M -2% 9.41% 31.1% 1 0% 5.8
ACH
4584
Axis Capital Holdings
$105M +$25.6M +32% 13% 67% 2 0% 4.4
CPI
4585
Crestview Partners II
New York
$105M +$32.1M +44% 51.3% 157% 2 0% 2
V
4586
VeraBank
Texas
$105M +$11.9M +13% 11.7% 60.6% 88 7.95% 0.2
HFA
4587
Hoover Financial Advisors
Pennsylvania
$105M +$14M +15% 13.5% – 65 7.69% 0.2
FNBOSM
4588
First National Bank of South Miami
Florida
$105M +$2.21M +2% 11.6% 35.2% 279 4.3% 0.2
MCG
4589
MACRO Consulting Group
New Jersey
$104M +$1.98M +2% 9.62% – 60 20% 0.2
SSCM
4590
Summit Street Capital Management
New York
$104M +$16.3M +19% 9.37% 217% 34 20.59% 1.6
ASA
4591
Armstrong Shaw Associates
Connecticut
$104M +$8.56M +9% 10.9% 51.2% 41 9.76% 3.7
RAM
4592
RK Asset Management
Michigan
$104M +$249K +0.2% 0.56% 47.6% 19 10.53% 2.7
GWCM
4593
Godshalk Welsh Capital Management
Pennsylvania
$104M +$14.7M +16% 13.4% 61.1% 106 7.55% 3.5
GIA
4594
Gargoyle Investment Advisor
New Jersey
$104M -$5.49M -5% 15.6% 34.5% 143 47.55% 0.7
AG
4595
Appleton Group
Wisconsin
$104M – – 12% 58.3% 32 – 2.1
IOOF
4596
Independent Order of Foresters
Ontario, Canada
$104M +$11.4M +12% 13.1% 66.3% 25 8% 3.2
Michael & Susan Dell Foundation
4597
Michael & Susan Dell Foundation
New York
$104M – – 11.2% 238% 13 – 0.6
MPPLM
4598
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$104M +$10.7M +11% 12.3% 130% 102 34.31% 0.9
AVM
4599
Arch Venture Management
Illinois
$104M +$3.52M +4% 22.2% 228% 6 0% 0.3
TFA
4600
TPG Financial Advisors
Oregon
$103M +$11.3M +12% 8.79% – 40 15% 0.2