Elmaleh, director of research and porfolio manager at Steinberg Global Asset Management.

FORBES: Enough! It's Time To Jump On Opportunities In U.S. Stocks

And those will be the elite firms everyone wants to get into: Accel, Benchmark, Sequoia, NEA, all of which are already in the porfolio.

FORBES: Message To Venture Capital: Keep Shrinking

Oil, natural gas and coal are a bedrock part of nearly every investment porfolio, not to mention integral to nearly every product and service that Americans use.

FORBES: Is It Time To Divest From Exxon?