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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)
Bard Associates
2351
Bard Associates
Illinois
$214M – – 0.66% 241% 182 – 0
DT Investment Partners
2352
DT Investment Partners
Pennsylvania
$213M – – 1.43% 58% 52 – 0
Joel Isaacson & Co
2353
Joel Isaacson & Co
New York
$213M – – 1.47% 72.5% 458 – 0
CDIA
2354
Capital Directions Investment Advisors
Georgia
$212M – – 0.55% 7.53% 66 – 0
KAS
2355
Kemnay Advisory Services
New York
$212M – – 0.8% 167% 15 – 0
Telemus Investment Management
2356
Telemus Investment Management
Michigan
$212M – – 1.97% – 143 – 0
Wright Investors Service
2357
Wright Investors Service
Connecticut
$212M – – 2.5% 146% 209 – 0
Carlson Capital Management
2358
Carlson Capital Management
Minnesota
$211M – – 0.6% 9.85% 60 – 0
Stonerise Capital Management
2359
Stonerise Capital Management
California
$211M – – 0.66% 0.77% 13 – 0
Berkshire Money Management
2360
Berkshire Money Management
Massachusetts
$211M – – 0.72% 61.8% 17 – 0
Simmons First Trust
2361
Simmons First Trust
Arkansas
$211M – – 1.44% – 93 – 0
Caspian Capital
2362
Caspian Capital
New York
$210M – – 2.78% – 13 – 0
CBT
2363
Central Bank & Trust
Kentucky
$210M – – 3.04% 118% 316 – 0
Moon Capital Management
2364
Moon Capital Management
New York
$210M – – 0.64% 76.3% 33 – 0
Stieven Capital Advisors
2365
Stieven Capital Advisors
Missouri
$210M – – 6.58% 117% 61 – 0
Salem Capital Management
2366
Salem Capital Management
Massachusetts
$210M – – 0.94% 32.3% 73 – 0
Emory University
2367
Emory University
Georgia
$210M – – 7.1% – 174 – 0
Cutter & Co Brokerage
2368
Cutter & Co Brokerage
Missouri
$210M – – 0.14% 40.4% 212 – 0
DCCA
2369
D.C. Capital Advisors
New York
$210M – – 3.88% 59.9% 24 – 0
Summit Securities Group
2370
Summit Securities Group
New York
$209M – – 2.51% 136% 690 – 0
Hudson Valley Investment Advisors
2371
Hudson Valley Investment Advisors
New York
$209M – – 3.57% 94.6% 126 – 0
KM
2372
Kylin Management
New York
$209M – – 44% 126% 3 – 0
Lisanti Capital Growth
2373
Lisanti Capital Growth
New York
$209M – – 21.7% 1,490% 99 – 0
DAM
2374
Davis Asset Management
California
$208M – – 4.85% 97.3% 20 – 0
Lafayette Investments
2375
Lafayette Investments
Maryland
$208M – – 2.01% 77.9% 70 – 0