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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
2626
NTV Asset Management
West Virginia
$393M +$41.3M +12% 8.12% 110% 192 13.02% 4.4
Herald Investment Management
2627
Herald Investment Management
United Kingdom
$392M +$56.6M +17% 14.1% 493% 93 8.6% 3.4
Capital Advisors Ltd
2628
Capital Advisors Ltd
Ohio
$392M +$30.9M +9% 6.17% 61.1% 433 7.39% 3.8
SRAM
2629
Spouting Rock Asset Management
Pennsylvania
$392M – – 10.9% 74.7% 150 – 0
CM
2630
Capital Management
Virginia
$392M +$27M +7% 7.1% 63.6% 89 12.36% 2.8
Sentinel Trust
2631
Sentinel Trust
Texas
$392M +$20.2M +5% 6.45% 79.2% 37 10.81% 4.2
Towercrest Capital Management
2632
Towercrest Capital Management
Pennsylvania
$391M +$30.9M +9% 4.18% 42.6% 81 16.05% 2
Aviance Capital Partners
2633
Aviance Capital Partners
Florida
$391M +$50.8M +15% 11.4% 109% 235 11.91% 3.4
Quantitative Advantage
2634
Quantitative Advantage
Minnesota
$391M +$27.7M +8% 6.4% 45.9% 65 29.23% 1.9
Bienville Capital Management
2635
Bienville Capital Management
New York
$391M -$469M -55% 6.53% 36.3% 103 32.04% 2.4
Avitas Wealth Management
2636
Avitas Wealth Management
California
$390M +$27.7M +8% 9.45% 56.2% 179 13.97% 1
Alley Company
2637
Alley Company
Illinois
$389M +$23M +6% 5.82% 88.2% 82 2.44% 4.7
Exchange Capital Management
2638
Exchange Capital Management
Michigan
$389M +$9.14M +2% 8.09% 57.8% 152 3.29% 3.1
Bell Asset Management
2639
Bell Asset Management
Australia
$389M -$262M -40% 6.89% 45.3% 73 17.81% 1.5
SCM
2640
Schneider Capital Management
Pennsylvania
$389M +$6.34M +2% 15.1% 52.5% 46 28.26% 2.4
RC
2641
Reik & Co
New York
$388M +$8.95M +2% 5.19% 47.2% 44 0% 5.6
CANC
2642
Culbertson A N & Co
Virginia
$388M +$21.7M +6% 8.72% 87.5% 110 7.27% 4.9
Boenning & Scattergood
2643
Boenning & Scattergood
Pennsylvania
$388M +$41.7M +12% 8.29% 34.5% 310 17.1% 1.2
Greenwood Gearhart
2644
Greenwood Gearhart
Arkansas
$388M +$25.5M +7% 4.58% 70.6% 68 5.88% 4.2
BDO Wealth Advisors
2645
BDO Wealth Advisors
Florida
$388M -$2.76M -0.7% 6.05% 38.3% 671 16.24% 1.6
StrategIQ Financial Group
2646
StrategIQ Financial Group
Indiana
$388M +$33.3M +9% 5.29% 12.6% 205 6.83% 2.4
Halbert Hargrove Global Advisors
2647
Halbert Hargrove Global Advisors
California
$387M +$10.4M +3% 5.03% 68.2% 96 16.67% 1.9
Hefren-Tillotson
2648
Hefren-Tillotson
Pennsylvania
$387M +$24.6M +7% 6.91% 40% 14 0% 3.5
Veracity Capital
2649
Veracity Capital
Georgia
$387M – – 6.66% 149% 227 – 0
TM
2650
Tikvah Management
North Carolina
$387M +$27.9M +8% 8% 169% 19 5.26% 4