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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)
BCM
4601
Breiter Capital Management
Florida
$69.6M – – 7.2% 109% 114 – 0
ZPR Investment Management
4602
ZPR Investment Management
Florida
$69.3M +$3.45M +5% 2.15% 14.7% 85 47.06% 0.6
Index Venture Associates V
4603
Index Venture Associates V
Jersey
$68.9M – – 8.06% 61.2% 3 – 0
Lucus Advisors
4604
Lucus Advisors
New York
$68.5M -$2.41M -3% 2.75% 16.7% 294 69.05% 0.2
FC
4605
Fayerweather Charles
$68.5M -$7.84M -10% 4.9% 47.5% 63 14.29% 3.1
Aegis Financial
4606
Aegis Financial
Virginia
$68.1M -$2.54M -4% 35% 266% 25 24% 3
Andesa Financial Management
4607
Andesa Financial Management
Pennsylvania
$67.6M – – 5.3% 73.6% 63 – 0
Mitchell Sinkler & Starr
4608
Mitchell Sinkler & Starr
Pennsylvania
$67.5M +$3.73M +6% 5.3% 85.6% 82 4.88% 3.2
Columbia Pacific Advisors
4609
Columbia Pacific Advisors
Washington
$67.1M -$13.1M -16% 4.78% 5.27% 41 31.71% 1.4
ICP
4610
IBIS Capital Partners
United Kingdom
$66.9M -$37.2M -36% 7.39% 35.1% 15 40% 1.2
Mount Vernon Associates
4611
Mount Vernon Associates
Maryland
$66.4M +$5.9M +10% 9.97% 119% 57 5.26% 3.4
Regents of the University of California
4612
Regents of the University of California
California
$66.3M +$18.3M +38% 1.04% 86.1% 27 29.63% 2.4
RCM
4613
Ratan Capital Management
Florida
$66.3M -$100M -60% 1.01% 616% 18 38.89% 0.9
PA
4614
Pastel & Associes
France
$65.9M -$7.14M -10% 14.2% – 10 10% 1.3
BIM
4615
Beach Investment Management
Pennsylvania
$65.4M +$7.89M +14% 5.51% 18.9% 45 15.56% 1.7
AGUR Provident & Training Funds Management
4616
AGUR Provident & Training Funds Management
Israel
$65.1M +$3.68M +6% 6.64% – 12 8.33% 1.5
BCP
4617
Berylson Capital Partners
Massachusetts
$65M – – 6.05% 57.7% 29 – 0
Kaleidoscope Capital
4618
Kaleidoscope Capital
Massachusetts
$64.3M – – 5.03% – 3 – 0
Smart Money Group
4619
Smart Money Group
Texas
$64.3M – – 3.32% 58.9% 38 – 0
ENA Investment Capital
4620
ENA Investment Capital
United Kingdom
$64.2M – – 18.1% – 2 – 0
Hellman Jordan Management Company
4621
Hellman Jordan Management Company
Massachusetts
$63.5M +$17.6M +38% 5.06% 205% 59 47.46% 0.6
Caspian Capital
4622
Caspian Capital
New York
$63.5M -$74.1M -54% 0.55% – 11 36.36% 1.5
CVGPI
4623
Commonwealth Venture (GP) Partners IV
Massachusetts
$63.4M -$19M -23% 23.1% – 1 0% 1
Kelleher Financial Advisors
4624
Kelleher Financial Advisors
New York
$63.3M +$15.8M +33% 7.12% 72.4% 88 29.55% 2.2
CCP
4625
Centaur Capital Partners
Texas
$63.1M +$5.34M +9% 7.83% 48.5% 37 40.54% 0.8