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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
HI
2951
Hendershot Investments
Centreville,
Virginia
| $191M | +$13M | +7% | 7.45% | 50.5% | 59 | 5.08% | 1.3 |
|
| 2952 |
CHC
2952
City Holding Co
Charleston,
West Virginia
| $190M | +$10.2M | +6% | 5.28% | 81.3% | 466 | 16.09% | 0.9 |
|
| 2953 |
AF
2953
Aegis Financial
Mc Lean,
Virginia
| $190M | -$46.7M | -20% | 8.61% | 266% | 54 | 25.93% | 1.1 |
|
| 2954 |
FBT
2954
Founders Bank & Trust
Grand Rapids,
Michigan
| $190M | +$12.2M | +7% | 3.06% | – | 367 | 4.09% | 1.3 |
|
| 2955 |
HP
2955
Harbourvest Partners
Boston,
Massachusetts
| $190M | – | – | 18.5% | 8.96% | 30 | – | 0.1 |
|
| 2956 |
MBT
2956
Montecito Bank & Trust
Santa Barbara,
California
| $190M | +$25.3M | +15% | 3.82% | – | 171 | 18.71% | 1.1 |
|
| 2957 |
SVMV
2957
Steamboat Ventures Manager V
Grand Cayman,
Cayman Islands
| $190M | – | – | 32.5% | – | 1 | – | 0 |
|
| 2958 |
PAM
2958
Peak Asset Management
Louisville,
Colorado
| $190M | – | – | 4.89% | 70.1% | 112 | – | 0 |
|
| 2959 |
2959
Northeast Financial Consultants
Westport,
Connecticut
| $190M | +$7.61M | +4% | 1.15% | 63.8% | 144 | 15.28% | 0.7 |
|
| 2960 |
DCM
2960
Dynamic Capital Management
St. Helier,
Jersey
| $190M | -$202M | -52% | 7.99% | 49.7% | 472 | 77.33% | 0.2 |
|
| 2961 |
BGCP
2961
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $190M | – | – | 11.8% | 79.2% | 22 | – | 0 |
|
| 2962 |
RP
2962
Regal Partners
Sydney, NSW,
Australia
| $190M | -$10.2M | -5% | 10.9% | 146% | 13 | 38.46% | 0.7 |
|
| 2963 |
VIA
2963
Virtus Investment Advisers
Hartford,
Connecticut
| $189M | -$27.5M | -13% | 7.05% | 172% | 26 | 38.46% | 0.8 |
|
| 2964 |
ACI
2964
Advance Capital I
Southfield,
Michigan
| $189M | -$15.7M | -8% | 5.08% | 34.1% | 226 | 73.89% | 0.2 |
|
| 2965 |
DSAM
2965
Dock Street Asset Management
Palm Beach,
Florida
| $189M | +$21.7M | +13% | 6.82% | 175% | 57 | 19.3% | 1.1 |
|
| 2966 |
FWP
2966
FAS Wealth Partners
Leawood,
Kansas
| $189M | +$15M | +9% | 4.32% | 72.3% | 99 | 16.16% | 0.8 |
|
| 2967 |
AAM
2967
Azzad Asset Management
Falls Church,
Virginia
| $189M | +$16.4M | +9% | 7.91% | 101% | 313 | 21.73% | 1 |
|
| 2968 |
AIM
2968
Act II Management
New York
| $189M | -$22.4M | -11% | 8.99% | 43.6% | 33 | 60.61% | 0.6 |
|
| 2969 |
NGA
2969
Naples Global Advisors
Naples,
Florida
| $189M | +$19.3M | +11% | 5.24% | 103% | 232 | 12.5% | 0.8 |
|
| 2970 |
MG
2970
McCutchen Group
Seattle,
Washington
| $189M | +$15.1M | +9% | 0.89% | 2.54% | 17 | 11.76% | 1.1 |
|
| 2971 |
BMC
2971
Benin Management Corp
Wilton,
Connecticut
| $189M | -$6.53M | -3% | 3.66% | 76.3% | 106 | 14.15% | 1.3 |
|
| 2972 |
KWMG
2972
King Wealth Management Group
Naples,
Florida
| $188M | +$28.6M | +18% | 5.13% | 86% | 129 | 34.11% | 0.9 |
|
| 2973 |
CBOR
2973
Community Bank of Raymore
Raymore,
Missouri
| $188M | – | – | 4.9% | 89.6% | 40 | – | 0 |
|
| 2974 |
SMC
2974
Smith, Moore & Co
Clayton,
Missouri
| $188M | +$8.27M | +5% | 2.93% | 67% | 178 | 14.61% | 0.8 |
|
| 2975 |
CBN
2975
Cadence Bank NA
Houston,
Texas
| $187M | +$1.78M | +1% | 2.18% | 33.3% | 173 | 13.29% | 1.2 |
|