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
GPP
3001
Great Point Partners
Connecticut
$136M -$3.25M -2% 44
TCM
3002
Telos Capital Management
California
$136M +$13.2M +11% 143
LIM
3003
Loudon Investment Management
New Hampshire
$136M 80
ISB
3004
Iowa State Bank
Iowa
$136M +$8.67M +7% 74
IWC
3005
Integrated Wealth Counsel
California
$136M -$913K -0.7% 213
TWS
3006
Thomas W. Smith
$136M +$13.7M +11% 15
TTSTC
3007
Texas Treasury Safekeeping Trust Company
Texas
$136M +$38.4M +39% 5
EWM
3008
Elite Wealth Management
Washington
$136M +$22.6M +20% 947
VHMC
3009
Value Holdings Management Company
New York
$136M +$15.8M +13% 23
WOC
3010
West Oak Capital
California
$136M +$7.88M +6% 305
PC
3011
Peavine Capital
Nevada
$136M 13
CFN
3012
Cordasco Financial Network
Florida
$135M 276
FIG
3013
Fusion Investment Group
Pennsylvania
$135M 243
IC
3014
ISZO Capital
New York
$135M 10
DAS
3015
Dynamic Advisor Solutions
Arizona
$135M 189
OCM
3016
Oskie Capital Management
New York
$135M -$5.03M -4% 33
DCM
3017
DLS Capital Management
Illinois
$135M -$40.5M -23% 37
PCMC
3018
Paragon Capital Management (Colorado)
Colorado
$135M +$7M +5% 73
FNF
3019
Fidelity National Financial
Florida
$135M -$974K -0.7% 16
1M
3020
13D Management
New York
$135M 38
WAM
3021
Watershed Asset Management
California
$135M +$15.3M +13% 31
CCM
3022
Concourse Capital Management
Georgia
$134M 29
MRI
3023
Mad River Investors
Massachusetts
$134M +$8.38M +7% 35
MA
3024
Menlo Advisors
California
$134M +$5.71M +4% 35
MIM
3025
Midwest Investment Management
Ohio
$134M +$15.1M +13% 68