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
ISB
3026
Iowa State Bank
Iowa
$136M +$8.67M +7% 74
IWC
3027
Integrated Wealth Counsel
California
$136M -$913K -0.7% 213
TWS
3028
Thomas W. Smith
$136M +$13.7M +11% 15
TTSTC
3029
Texas Treasury Safekeeping Trust Company
Texas
$136M +$38.4M +39% 5
EWM
3030
Elite Wealth Management
Washington
$136M +$22.6M +20% 947
VHMC
3031
Value Holdings Management Company
New York
$136M +$15.8M +13% 23
WOC
3032
West Oak Capital
California
$136M +$7.88M +6% 305
PC
3033
Peavine Capital
Nevada
$136M 13
CFN
3034
Cordasco Financial Network
Florida
$135M 276
FIG
3035
Fusion Investment Group
Pennsylvania
$135M 243
IC
3036
ISZO Capital
New York
$135M 10
DAS
3037
Dynamic Advisor Solutions
Arizona
$135M 189
OCM
3038
Oskie Capital Management
New York
$135M -$5.03M -4% 33
DCM
3039
DLS Capital Management
Illinois
$135M -$40.5M -23% 37
PCMC
3040
Paragon Capital Management (Colorado)
Colorado
$135M +$7M +5% 73
FNF
3041
Fidelity National Financial
Florida
$135M -$974K -0.7% 16
1M
3042
13D Management
New York
$135M 38
WAM
3043
Watershed Asset Management
California
$135M +$15.3M +13% 31
CCM
3044
Concourse Capital Management
Georgia
$134M 29
NVPV
3045
Norwest Venture Partners VIII
California
$134M 2
MRI
3046
Mad River Investors
Massachusetts
$134M +$8.38M +7% 35
MA
3047
Menlo Advisors
California
$134M +$5.71M +4% 35
MIM
3048
Midwest Investment Management
Ohio
$134M +$15.1M +13% 68
WI
3049
WrapManager Inc
California
$134M +$18.4M +16% 55
VP
3050
Value Partners
Hong Kong
$134M 19