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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)
PCMK
2526
Paragon Capital Management (Kansas)
Kansas
$258M +$1.21M +0.5% 5.99% 87.5% 66 19.7% 2.1
BDT Capital Partners
2527
BDT Capital Partners
Illinois
$258M -$72.5M -22% 21.9% 25.5% 1 0% 2.5
Bridgewater Wealth & Financial Management
2528
Bridgewater Wealth & Financial Management
Maryland
$258M +$16.5M +7% 4.73% 30.8% 92 8.7% 0.8
CT
2529
Chicago Trust
Illinois
$258M -$2.65M -1% 6.01% 85.9% 178 14.61% 0.7
American National Bank & Trust
2530
American National Bank & Trust
Texas
$257M +$22.7M +10% 6.63% 102% 267 17.6% 1.3
GoodHaven Capital Management
2531
GoodHaven Capital Management
New Jersey
$257M -$815K -0.3% 0.89% 80.7% 25 12% 1.9
Diana Davis Spencer Foundation
2532
Diana Davis Spencer Foundation
Maryland
$257M -$4.63M -2% 1.76% 13.4% 3 0% 1
Cat Rock Capital Management
2533
Cat Rock Capital Management
Connecticut
$257M – – 5.68% 66.7% 10 – 0
Tinicum
2534
Tinicum
New York
$257M +$50.4M +24% 24% 21.1% 15 33.33% 1.4
Palouse Capital Management
2535
Palouse Capital Management
Washington
$256M -$2.88M -1% 2.83% 67.8% 127 28.35% 1.3
NCM
2536
Numina Capital Management
New York
$256M -$63.3M -20% 8.02% 40.2% 47 72.34% 0.4
TT International
2537
TT International
United Kingdom
$256M +$60.2M +31% 13% – 48 41.67% 0.3
Domani Wealth
2538
Domani Wealth
Pennsylvania
$256M +$71M +38% 3.17% 48.6% 120 22.5% 0.5
LVW Advisors
2539
LVW Advisors
New York
$255M +$38.6M +18% 6.12% 79.1% 162 17.28% 0.8
Mechanics Bank - Trust Department
2540
Mechanics Bank - Trust Department
California
$255M +$4.44M +2% 7.93% 76.8% 122 8.2% 2.3
Meristem Family Wealth
2541
Meristem Family Wealth
Minnesota
$255M +$64.5M +34% 6.18% 67.7% 117 54.7% 1
Security National Trust
2542
Security National Trust
West Virginia
$255M -$1.94M -0.8% 7.31% 58.3% 512 13.09% 2
JOYN Advisors
2543
JOYN Advisors
Georgia
$255M -$3.24M -1% 3.79% 0.77% 34 44.12% 1.4
HC
2544
Hawkins Capital
Texas
$254M +$40.8M +19% 4.06% 8.54% 25 36% 1
SPC Financial Inc
2545
SPC Financial Inc
Maryland
$254M +$21.6M +9% 5.86% 65.1% 111 13.51% 1.6
Yorktown Energy Partners VIII
2546
Yorktown Energy Partners VIII
New York
$254M – – 1.04% 15.2% 2 – 0
Neuberger Berman Canada
2547
Neuberger Berman Canada
Ontario, Canada
$254M +$25.8M +11% 3.5% 15.7% 211 38.39% 0.7
MV Capital Management
2548
MV Capital Management
Maryland
$254M +$33.9M +15% 3.93% 67.6% 310 8.39% 0.9
NTV Asset Management
2549
NTV Asset Management
West Virginia
$253M -$54.3M -18% 5.83% 110% 203 23.65% 2.1
Harvey Capital Management
2550
Harvey Capital Management
Florida
$253M +$2.66M +1% 8.67% 147% 85 9.41% 1.6