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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
CT
2926
Chicago Trust
Illinois
$237M +$12M +5% 4.65% 85.9% 165 9.7%
FAM
2927
Formidable Asset Management
Ohio
$237M +$34.2M +17% 4.01% 52.2% 220 25%
UF
2928
Univest Financial
Pennsylvania
$237M -$639K -0.3% 5.32% 82.6% 95 6.32%
IC
2929
Immersion Capital
United Kingdom
$237M -$8.42M -3% 19.2% 63.4% 6 33.33%
OC
2930
Oarsman Capital
Wisconsin
$237M +$17.9M +8% 5.53% 70.6% 191 5.76%
AA
2931
AlphaMark Advisors
Kentucky
$236M +$2.22M +1% 5.68% 26.4% 581 16.18%
TM
2932
Tikvah Management
North Carolina
$236M +$23.4M +11% 4.23% 169% 19 5.26%
HIS
2933
Horizon Investment Services
Indiana
$236M +$12.1M +5% 10.5% 250% 122 32.79%
FWM
2934
FFT Wealth Management
Pennsylvania
$235M -$77.9M -25% 3.4% 65.6% 91 67.03%
TA
2935
TA Associates
Massachusetts
$235M -$84.5M -26% 26.5% 1 0%
SCM
2936
Southport Capital Management
Tennessee
$235M +$7.66M +3% 4.61% 80% 180 8.33%
IWM
2937
IHT Wealth Management
Illinois
$235M +$28.4M +14% 3.84% 74.8% 1,600 17.38%
HI
2938
Hendershot Investments
Virginia
$235M +$12.1M +5% 5.01% 50.5% 68 4.41%
VCA
2939
VIEX Capital Advisors
Florida
$235M +$53.9M +30% 12% 30.6% 30 50%
SMH
2940
Sanders Morris Harris
Texas
$234M -$10.9M -4% 0.32% 83.1% 158 25.32%
SIMC
2941
Stillwater Investment Management (California)
California
$234M -$149M -39% 2.2% 24 41.67%
DMK
2942
David M. Knott
$234M -$5.63M -2% 7.86% 81% 114 26.32%
AIP
2943
Ahrens Investment Partners
Louisiana
$234M +$1.8M +0.8% 3.38% 82.3% 181 18.78%
MTB
2944
Mizuho Trust & Banking
Japan
$234M -$47.9M -17% 3.08% 36.1% 11 18.18%
DBIA
2945
Dumont & Blake Investment Advisors
New Jersey
$234M +$7.95M +4% 4.09% 78.3% 209 11%
WCMN
2946
Westchester Capital Management (Nebraska)
Nebraska
$233M +$13.9M +6% 6.33% 107% 36 5.56%
SM
2947
Salzhauer Michael
$233M +$12.3M +6% 3.61% 107% 170 7.65%
HPWM
2948
Highland Private Wealth Management
Washington
$233M +$23.6M +11% 4.36% 19% 96 15.63%
FPTW
2949
Franklin, Parlapiano, Turner & Welch
Texas
$233M +$14.1M +6% 2.51% 41.6% 46 0%
SH
2950
Sandia Holdings
Connecticut
$233M +$18.5M +9% 4.29% 28 21.43%