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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)
MMG
2926
Monetary Management Group
Missouri
$237M -$7.52M -3% 5.04% 138% 323 8.05% 2.9
CT
2927
Chicago Trust
Illinois
$237M +$12M +5% 4.65% 85.9% 165 9.7% 2.1
FAM
2928
Formidable Asset Management
Ohio
$237M +$34.2M +17% 4.01% 52.2% 220 25% 1.9
UF
2929
Univest Financial
Pennsylvania
$237M -$639K -0.3% 5.32% 82.6% 95 6.32% 3
IC
2930
Immersion Capital
United Kingdom
$237M -$8.42M -3% 19.2% 63.4% 6 33.33% 1.1
OC
2931
Oarsman Capital
Wisconsin
$237M +$17.9M +8% 5.53% 70.6% 191 5.76% 2.9
AA
2932
AlphaMark Advisors
Kentucky
$236M +$2.22M +1% 5.68% 26.4% 581 16.18% 1.9
TM
2933
Tikvah Management
North Carolina
$236M +$23.4M +11% 4.23% 169% 19 5.26% 2.4
HIS
2934
Horizon Investment Services
Indiana
$236M +$12.1M +5% 10.5% 250% 122 32.79% 1.4
FWM
2935
FFT Wealth Management
Pennsylvania
$235M -$77.9M -25% 3.4% 65.6% 91 67.03% 1.6
TA
2936
TA Associates
Massachusetts
$235M -$84.5M -26% 26.5% – 1 0% 2
SCM
2937
Southport Capital Management
Tennessee
$235M +$7.66M +3% 4.61% 80% 180 8.33% 2.6
IHT Wealth Management
2938
IHT Wealth Management
Illinois
$235M +$28.4M +14% 3.84% 74.8% 1,600 17.38% 0.6
HI
2939
Hendershot Investments
Virginia
$235M +$12.1M +5% 5.01% 50.5% 68 4.41% 3.1
VCA
2940
VIEX Capital Advisors
Florida
$235M +$53.9M +30% 12% 30.6% 30 50% 0.5
SMH
2941
Sanders Morris Harris
Texas
$234M -$10.9M -4% 0.32% 85.8% 158 25.32% 1
SIMC
2942
Stillwater Investment Management (California)
California
$234M -$149M -39% 2.2% – 24 41.67% 0.8
DMK
2943
David M. Knott
$234M -$5.63M -2% 7.86% 81% 114 26.32% 1.8
AIP
2944
Ahrens Investment Partners
Louisiana
$234M +$1.8M +0.8% 3.38% 82.3% 181 18.78% 0.6
MTB
2945
Mizuho Trust & Banking
Japan
$234M -$47.9M -17% 3.08% 36.1% 11 18.18% 0.8
DBIA
2946
Dumont & Blake Investment Advisors
New Jersey
$234M +$7.95M +4% 4.09% 78.3% 209 11% 2.8
WCMN
2947
Westchester Capital Management (Nebraska)
Nebraska
$233M +$13.9M +6% 6.33% 107% 36 5.56% 3.3
SM
2948
Salzhauer Michael
$233M +$12.3M +6% 3.61% 107% 170 7.65% 2.3
HPWM
2949
Highland Private Wealth Management
Washington
$233M +$23.6M +11% 4.36% 19% 96 15.63% 1.1
FPTW
2950
Franklin, Parlapiano, Turner & Welch
Texas
$233M +$14.1M +6% 2.51% 41.6% 46 0% 3.5