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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)
NTV Asset Management
2501
NTV Asset Management
West Virginia
$910M -$34.5M -4% 0.13% 110% 324 8.64% 6.3
Harvey Investment Company
2502
Harvey Investment Company
Kentucky
$909M -$29.7M -3% 0.94% 56.4% 99 2.02% 9
Perseverance Asset Management International
2503
Perseverance Asset Management International
Cayman Islands
$909M +$227M +33% 1.9% 120% 23 52.17% 1.1
Hartline Investment Corp
2504
Hartline Investment Corp
Illinois
$909M -$15.8M -2% 2.91% 222% 115 7.83% 3.5
AHT
2505
Amanah Holdings Trust
$908M +$225M +33% 57.5% – 20 0% 0.3
BDP
2506
Brehaut David Pascal
$908M -$49.8M -5% 5.2% – 1 0% 0.3
Greenwood Capital Associates
2507
Greenwood Capital Associates
South Carolina
$908M -$13.3M -1% 0.09% 87.7% 311 25.72% 2.3
St. Denis J. Villere & Co
2508
St. Denis J. Villere & Co
Louisiana
$907M -$89.8M -9% 2.54% 44.3% 83 12.05% 4.9
Schneider Downs Wealth Management Advisors
2509
Schneider Downs Wealth Management Advisors
Pennsylvania
$907M +$19.7M +2% 0.51% 61.5% 162 7.41% 4.1
Taiyo Life Insurance Company
2510
Taiyo Life Insurance Company
Japan
$906M -$262M -22% 5.08% 90.5% 10 0% 4.9
Stockman Wealth Management
2511
Stockman Wealth Management
Montana
$906M +$47.6M +6% 2.9% 77.5% 192 14.58% 5.4
Redhawk Wealth Advisors
2512
Redhawk Wealth Advisors
Minnesota
$906M +$14M +2% 1.99% 116% 431 25.29% 1.8
Hill Investment Group Partners
2513
Hill Investment Group Partners
Missouri
$906M +$64.9M +8% 2.44% 50.6% 52 7.69% 2.8
Per Stirling Capital Management
2514
Per Stirling Capital Management
Texas
$905M +$14.4M +2% 0.42% 63.1% 333 16.82% 1.9
Abner Herrman & Brock
2515
Abner Herrman & Brock
New Jersey
$905M -$74.3M -8% 3.07% 156% 120 14.17% 3.2
Permian Investment Partners
2516
Permian Investment Partners
Texas
$905M +$22.1M +3% 8.6% 78.6% 14 28.57% 1.3
EnCap Investments
2517
EnCap Investments
Texas
$905M – – 40.2% – 4 – 0
Sendero Wealth Management
2518
Sendero Wealth Management
Texas
$904M +$2.01M +0.2% 2.76% 99.2% 218 16.06% 2.1
Asset One Wealth Management
2519
Asset One Wealth Management
Washington
$904M +$174M +24% 0.5% – 355 27.89% 0.2
Octagon Capital Advisors
2520
Octagon Capital Advisors
New York
$904M +$79.9M +10% 34.6% 2,969% 34 35.29% 1.1
AIC
2521
AWM Investment Company
New York
$903M -$132M -13% 10.9% 778% 115 26.09% 3.2
Evermay Wealth Management
2522
Evermay Wealth Management
Virginia
$902M +$10.9M +1% 1.62% 56.2% 623 13.16% 4.2
Periscope Capital
2523
Periscope Capital
Ontario, Canada
$902M +$27.5M +3% 0.05% 28.8% 489 41.1% 0.5
GCM Grosvenor Holdings
2524
GCM Grosvenor Holdings
Illinois
$901M +$196M +28% 4.7% 78.7% 23 8.7% 1.5
Goldstein Advisors
2525
Goldstein Advisors
Wisconsin
$900M +$22.5M +3% 1.58% 62.6% 240 12.92% 2