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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)
1492 Capital Management
2851
1492 Capital Management
Wisconsin
$181M -$14M -7% 2.05% 332% 149 34.9% 0.5
HA
2852
Havens Advisors
New York
$180M +$42.5M +31% 11.2% 460% 73 68.49% 0.3
SPX Gestao de Recursos
2853
SPX Gestao de Recursos
Brazil
$180M -$115M -39% 6.31% 98.1% 44 56.82% 0.5
City Holding Co
2854
City Holding Co
West Virginia
$180M +$6.61M +4% 1.2% 89.2% 430 4.19% 0.7
Mendon Capital Advisors
2855
Mendon Capital Advisors
Florida
$180M -$19.9M -10% 2.8% – 105 47.62% 0.8
SBK
2856
Steven B. Klinsky
$180M -$36.1M -17% 9.57% – 3 33.33% 1.3
MM
2857
Midas Management
New York
$180M +$24.9M +16% 3.39% 43.3% 146 33.56% 0.7
Thomas J. Herzfeld Advisors
2858
Thomas J. Herzfeld Advisors
Florida
$180M +$4.46M +3% 2.99% 17.7% 301 11.3% 0.9
Smith, Moore & Co
2859
Smith, Moore & Co
Missouri
$179M +$14.4M +9% 3.44% 67% 167 16.77% 0.6
Stevens First Principles Investment Advisors
2860
Stevens First Principles Investment Advisors
California
$179M -$2.8M -2% 2.95% 44% 254 21.65% 0.9
FAG
2861
Financial Advisory Group
Texas
$179M +$3.1M +2% 0.46% 20.6% 57 12.28% 1
FCA Corp
2862
FCA Corp
Texas
$179M -$3.02M -2% 3.01% 57.4% 153 10.46% 0.9
M Holdings Securities
2863
M Holdings Securities
Oregon
$179M +$22.6M +14% 1.75% 83.9% 554 65.7% 0.2
Three Peaks Capital Management
2864
Three Peaks Capital Management
Colorado
$179M +$33.9M +23% 0.31% 84.5% 72 8.33% 0.7
Arbor Investment Advisors
2865
Arbor Investment Advisors
North Carolina
$178M -$9.15M -5% 3.11% 44.3% 55 18.18% 1.1
Perennial Investment Partners
2866
Perennial Investment Partners
Australia
$178M -$41.5M -19% 0.64% – 90 26.67% 0.7
FBT
2867
Founders Bank & Trust
Michigan
$178M -$2.35M -1% 1.2% – 363 1.93% 1.1
LA
2868
Lynch & Associates
Indiana
$178M +$2.86M +2% 0.51% 73.5% 97 6.19% 1.1
IberiaBank
2869
IberiaBank
Louisiana
$178M -$1.12M -0.6% 0.4% 39.6% 187 17.65% 1
Verus Financial Partners
2870
Verus Financial Partners
Virginia
$178M -$1.05M -0.6% 0.13% 41.6% 47 6.38% 1.1
West Coast Financial
2871
West Coast Financial
California
$178M -$12.2M -6% 0.43% 22.2% 92 13.04% 1.1
Hendershot Investments
2872
Hendershot Investments
Virginia
$178M +$7.75M +5% 0.44% 50.5% 58 3.45% 1.1
Guinness Atkinson Asset Management
2873
Guinness Atkinson Asset Management
California
$177M +$42.5M +31% 3.72% 132% 73 13.7% 1.1
Geller Advisors
2874
Geller Advisors
New York
$177M +$27.6M +18% 1.74% 20.4% 42 45.24% 0.6
WPEP
2875
Walnut Private Equity Partners
Nebraska
$177M +$9.49M +6% 0.48% 48% 32 12.5% 0.7