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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)
PIPST
4726
Prescott Investors Profit Sharing Trust
Florida
$87.8M +$6.46M +8% 9.43% – 8 0% 0.5
Horan Securities
4727
Horan Securities
United States
$87.7M -$6.6M -7% 2.84% 50.1% 303 25.74% 1.5
Avalon Capital Management
4728
Avalon Capital Management
California
$87.6M -$30.3M -26% 4.67% 151% 50 48% 1.6
Mitchell Sinkler & Starr
4729
Mitchell Sinkler & Starr
Pennsylvania
$87.5M +$886K +1% 3.05% 85.6% 88 1.14% 3.9
Eagle Boston Investment Management
4730
Eagle Boston Investment Management
Massachusetts
$87.3M -$141M -62% 5.76% 71.5% 123 25.2% 4.6
Svenska Handelsbanken
4731
Svenska Handelsbanken
Sweden
$87.3M +$756K +0.9% 5.58% – 47 8.51% 2.7
Community Capital Management
4732
Community Capital Management
Florida
$87.2M +$4.38M +5% 3.45% 55.6% 178 30.34% 0.4
NED
4733
Nancy E. Dempze
$87.2M +$2.38M +3% 4.61% 83.1% 67 1.49% 3
Apollon Wealth Management
4734
Apollon Wealth Management
South Carolina
$87.1M +$11.2M +15% 3.83% 87.5% 99 49.49% 0.2
Corundum Group
4735
Corundum Group
Colorado
$87M -$367K -0.4% 1.3% 80.5% 77 16.88% 1.9
National Investment Services
4736
National Investment Services
Wisconsin
$86.8M -$4.53M -5% 2.66% 47.2% 84 21.43% 1.8
Technology Crossover Management V
4737
Technology Crossover Management V
California
$86.7M -$1.56M -2% 1.72% 2.5% 2 0% 4
Cape Ann Savings Bank
4738
Cape Ann Savings Bank
Massachusetts
$86.7M +$2.58M +3% 2.54% 72.7% 67 10.45% 4.2
CVI Holdings
4739
CVI Holdings
Delaware
$86.6M -$19M -18% 13.2% 25.8% 93 67.74% 0.4
Oppenheimer & Close
4740
Oppenheimer & Close
New York
$86.6M +$3.31M +4% 10.7% 149% 42 14.29% 3.6
Black Diamond Capital Management
4741
Black Diamond Capital Management
Connecticut
$86.6M -$14.2M -14% 14.5% 28.3% 7 14.29% 1.5
Lagoda Investment Management
4742
Lagoda Investment Management
New York
$86.3M +$7.64M +10% 9.68% 250% 25 0% 3.6
Sustainable Insight Capital Management
4743
Sustainable Insight Capital Management
New York
$85.9M +$8.22M +11% 5.87% 150% 96 61.46% 0.8
MFC
4744
Miramar Fiduciary Corp
Nevada
$85.5M -$17.6M -17% 5.45% – 5 0% 0.5
BCM
4745
BBT Capital Management
Texas
$85.5M +$5.73M +7% 0.99% 31.4% 275 86.91% 0.1
GBA
4746
Garrison Bradford & Associates
New York
$85.5M -$32.5M -28% 4.6% 63.5% 81 29.63% 3.4
LSCM
4747
LaSalle Street Capital Management
Illinois
$85.5M +$507K +0.6% 3.32% 30.5% 90 6.67% 2.5
MHI Funds
4748
MHI Funds
New York
$85.4M -$862K -1% 1.73% – 95 42.11% 1
Security National Bank of Sioux City Iowa
4749
Security National Bank of Sioux City Iowa
Iowa
$84.9M -$1.7M -2% 4.15% 61% 92 10.87% 3.3
Security National Bank of So Dak
4750
Security National Bank of So Dak
Iowa
$84.9M +$5.04M +6% 4.35% 67.7% 81 4.94% 3.7