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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)
Mechanics Bank - Trust Department
2501
Mechanics Bank - Trust Department
California
$599M -$27.7M -4% 3.49% 76.8% 171 3.51% 6.6
Baldwin Investment Management
2502
Baldwin Investment Management
Pennsylvania
$598M -$8.99M -1% 0.09% 74.8% 199 5.03% 4.9
Sahana Capital Management
2503
Sahana Capital Management
Connecticut
$598M +$56.4M +10% 5.13% 0.48% 10 50% 2
Flaharty Asset Management
2504
Flaharty Asset Management
Florida
$598M +$13.6M +2% 3.42% 33.4% 473 76.96% 0.7
ShawSpring Partners
2505
ShawSpring Partners
Massachusetts
$597M -$137M -19% 8.75% 3.53% 6 0% 2.4
Keystone Financial Group (Kentucky)
2506
Keystone Financial Group (Kentucky)
Kentucky
$597M +$9.15M +2% 3.45% 116% 320 11.88% 3.5
Portland Global Advisors
2507
Portland Global Advisors
Maine
$597M -$13.8M -2% 3.58% 43.4% 125 5.6% 6.2
Hendershot Investments
2508
Hendershot Investments
Virginia
$596M -$23.4M -4% 1.85% 50.5% 142 6.34% 4.5
Third Avenue Management
2509
Third Avenue Management
New York
$596M -$9.5M -2% 5.43% 113% 60 5% 4.7
JGP Wealth Management
2510
JGP Wealth Management
Oregon
$596M -$15.6M -3% 4.78% 87.8% 153 3.27% 3.5
Rockwood Wealth Management
2511
Rockwood Wealth Management
Pennsylvania
$596M +$13.2M +2% 3.05% 52.6% 79 17.72% 1.4
CF
2512
Clarity Financial
Texas
$595M -$107M -15% 2.75% 56.8% 130 20.77% 0.6
Goodnow Investment Group
2513
Goodnow Investment Group
Connecticut
$594M -$101M -15% 5% 131% 24 25% 3.9
Anatole Investment Management
2514
Anatole Investment Management
Hong Kong
$592M +$26.5M +5% 5.9% 3,486% 15 80% 0.1
Gramercy Funds Management
2515
Gramercy Funds Management
Connecticut
$592M – – 92.7% 87.6% 3 – 0
Intrua Financial
2516
Intrua Financial
Texas
$591M -$283K -0% 2.72% 77.4% 379 14.51% 1.9
Tanglewood Wealth Management
2517
Tanglewood Wealth Management
Texas
$590M -$110M -16% 3.39% 64.6% 31 32.26% 3.7
Alley Investment Management Company
2518
Alley Investment Management Company
Illinois
$589M -$30.6M -5% 2.65% 54.6% 83 3.61% 1.4
Guardian Wealth Advisors (North Carolina)
2519
Guardian Wealth Advisors (North Carolina)
North Carolina
$588M +$4.24M +0.7% 3.01% 58.9% 445 11.69% 1.2
Condire Management
2520
Condire Management
Texas
$588M +$92.3M +19% 8.48% 187% 14 7.14% 1.5
Needham Investment Management
2521
Needham Investment Management
New York
$588M -$19M -3% 4.88% 424% 129 13.95% 4.7
Wealth Architects
2522
Wealth Architects
California
$588M -$18M -3% 3.66% 80.1% 197 6.6% 4.9
American National Bank & Trust
2523
American National Bank & Trust
Texas
$588M -$6.68M -1% 1.87% 102% 650 20% 2.4
Virtue Capital Management
2524
Virtue Capital Management
Tennessee
$587M +$1.18M +0.2% 2.96% 91% 407 1.23% 1.5
Meteora Capital
2525
Meteora Capital
Florida
$587M +$43.8M +8% 3.95% 56.9% 453 30.68% 0.6