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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)
DIP
2351
DT Investment Partners
Pennsylvania
$213M – – 1.43% 58% 52 – 0
JIC
2352
Joel Isaacson & Co
New York
$213M – – 1.47% 72.5% 458 – 0
CDIA
2353
Capital Directions Investment Advisors
Georgia
$212M – – 0.55% 7.53% 66 – 0
KAS
2354
Kemnay Advisory Services
New York
$212M – – 0.8% 167% 15 – 0
TIM
2355
Telemus Investment Management
Michigan
$212M – – 1.97% – 143 – 0
WIS
2356
Wright Investors Service
Connecticut
$212M – – 2.5% 146% 209 – 0
CCM
2357
Carlson Capital Management
Minnesota
$211M – – 0.6% 9.85% 60 – 0
SCM
2358
Stonerise Capital Management
California
$211M – – 0.66% 0.77% 13 – 0
BMM
2359
Berkshire Money Management
Massachusetts
$211M – – 0.72% 56.5% 17 – 0
SFT
2360
Simmons First Trust
Arkansas
$211M – – 1.44% – 93 – 0
CC
2361
Caspian Capital
New York
$210M – – 2.78% – 13 – 0
CBT
2362
Central Bank & Trust
Kentucky
$210M – – 3.04% 118% 316 – 0
MCM
2363
Moon Capital Management
New York
$210M – – 0.64% 76.3% 33 – 0
SCA
2364
Stieven Capital Advisors
Missouri
$210M – – 6.58% 117% 61 – 0
SCM
2365
Salem Capital Management
Massachusetts
$210M – – 0.94% 32.3% 73 – 0
EU
2366
Emory University
Georgia
$210M – – 7.1% – 174 – 0
CCB
2367
Cutter & Co Brokerage
Missouri
$210M – – 0.14% 40.4% 212 – 0
DCCA
2368
D.C. Capital Advisors
New York
$210M – – 3.88% 59.9% 24 – 0
SSG
2369
Summit Securities Group
New York
$209M – – 2.51% 136% 690 – 0
HVIA
2370
Hudson Valley Investment Advisors
New York
$209M – – 3.57% 94.6% 126 – 0
KM
2371
Kylin Management
New York
$209M – – 44% 126% 3 – 0
LCG
2372
Lisanti Capital Growth
New York
$209M – – 21.7% 1,490% 99 – 0
DAM
2373
Davis Asset Management
California
$208M – – 4.85% 97.3% 20 – 0
LI
2374
Lafayette Investments
Maryland
$208M – – 2.01% 77.9% 70 – 0
BO
2375
BRR OpCo
Ohio
$208M – – 4.32% 23.6% 88 – 0