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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)
Hourglass Capital
2626
Hourglass Capital
Texas
$352M +$8.93M +3% 2.73% 89.6% 115 8.7% 4.1
Cardinal Capital Management Inc (North Carolina)
2627
Cardinal Capital Management Inc (North Carolina)
North Carolina
$352M +$2.39M +0.7% 3.47% 86.4% 134 8.96% 4.4
Veritas Investment Management (UK)
2628
Veritas Investment Management (UK)
United Kingdom
$352M +$29.9M +9% 6.86% 151% 38 5.26% 3.2
Dixon Hubard Feinour & Brown
2629
Dixon Hubard Feinour & Brown
Virginia
$352M +$20.4M +6% 4.69% 63.5% 186 8.06% 3.8
Permanens Capital
2630
Permanens Capital
New York
$352M +$14M +4% 3.77% 76.9% 116 29.31% 0.5
Full Sail Capital
2631
Full Sail Capital
Oklahoma
$352M +$38.5M +12% 2.75% 55.4% 154 9.74% 0.4
HCR Wealth Advisors
2632
HCR Wealth Advisors
California
$352M +$3.63M +1% 4.01% 107% 193 29.02% 1.6
GA
2633
GFS Advisors
Texas
$351M +$13.9M +4% 1.51% 97.9% 122 13.11% 3.8
EFG Asset Management (Americas)
2634
EFG Asset Management (Americas)
Florida
$351M +$22M +7% 7.46% 112% 124 14.52% 2.4
Rutabaga Capital Management
2635
Rutabaga Capital Management
Massachusetts
$351M -$11.3M -3% 5.51% 57% 48 4.17% 2.3
NFC Investments
2636
NFC Investments
Tennessee
$350M +$11.5M +3% 3.97% – 41 19.51% 3.1
PI
2637
PHH Investments
Texas
$350M +$6.6M +2% 3.19% 30.9% 86 16.28% 1.7
Shelter Mutual Insurance
2638
Shelter Mutual Insurance
Missouri
$350M +$10.9M +3% 3.25% 51.2% 44 0% 4.6
FPFS
2639
First Personal Financial Services
North Carolina
$350M +$22.4M +7% 3.95% 31.5% 818 17.97% 2.1
Highland Private Wealth Management
2640
Highland Private Wealth Management
Washington
$350M +$30.5M +10% 4.63% 19% 133 15.79% 1.1
Peter Svennilson
2641
Peter Svennilson
$350M +$162M +86% 6.34% – 5 40% 0.4
NorthRock Partners
2642
NorthRock Partners
Minnesota
$350M -$29.8M -8% 3.87% 62.8% 97 28.87% 2
SCM
2643
Stonehill Capital Management
New York
$349M +$17M +5% 5.38% 117% 15 33.33% 1.3
Affinity Investment Advisors
2644
Affinity Investment Advisors
California
$349M -$139M -29% 2.61% 189% 148 10.81% 2.1
NTV Asset Management
2645
NTV Asset Management
West Virginia
$348M -$1.93M -0.6% 2.74% 110% 181 6.08% 4.4
VisionPoint Advisory Group
2646
VisionPoint Advisory Group
Texas
$348M -$7.69M -2% 3.69% 79.3% 152 33.55% 0.3
Verdence Capital Advisors
2647
Verdence Capital Advisors
Maryland
$348M -$21.2M -6% 2.82% 97.1% 307 18.57% 1.1
Good Life Advisors
2648
Good Life Advisors
Pennsylvania
$348M +$12.2M +4% 2.91% 60% 268 11.94% 1.6
Gryphon Financial Partners
2649
Gryphon Financial Partners
Ohio
$347M +$8.31M +2% 4.24% 93.7% 175 38.86% 1
Harvest Capital Management
2650
Harvest Capital Management
New Hampshire
$347M +$32.9M +10% 2.76% 19.5% 106 7.55% 3.5