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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)
EWM
2976
Evermay Wealth Management
Virginia
$226M +$2.19M +1% 2.21% 56.2% 105 9.52% 2.1
RG
2977
Rikoon Group
New Mexico
$225M -$900K -0.4% 2.28% 63.3% 171 5.26% 0.7
BSP
2978
Benefit Street Partners
New York
$225M +$76.4M +51% 5.73% – 33 51.52% 0.3
DM
2979
Diker Management
New York
$225M +$9.04M +4% 1.84% 210% 79 49.37% 1.2
PAMG
2980
Patton Albertson Miller Group
Tennessee
$225M -$16.5M -7% 2.79% 109% 135 5.93% 2.7
GIPM
2981
G2 Investment Partners Management
New York
$225M -$28.9M -11% 14.7% 1,145% 91 58.24% 0.6
CICI
2982
Capital Investment Counsel Inc
North Carolina
$225M +$2.54M +1% 1.52% 153% 155 7.74% 2.9
CT
2983
Chicago Trust
Illinois
$225M -$1.03M -0.5% 2.43% 85.9% 168 11.9% 1.9
BL
2984
BCWM LLC
Kansas
$225M +$2.85M +1% 3.61% – 77 16.88% 2.1
ECA
2985
Endeavour Capital Advisors
Connecticut
$225M +$3.74M +2% 0.78% 105% 62 58.06% 1.7
BPM
2986
Bronson Point Management
Connecticut
$224M -$130M -37% 1.22% 7.56% 76 69.74% 0.3
PG
2987
Proffitt & Goodson
Tennessee
$224M +$10.7M +5% 2.89% 48.5% 53 11.32% 2.7
HIS
2988
Horizon Investment Services
Indiana
$224M -$275K -0.1% 4.04% 250% 126 30.95% 1.4
BC
2989
Bodenholm Capital
Sweden
$223M +$47.9M +27% 6.05% 86% 11 45.45% 0.2
RAM
2990
Riggs Asset Management
Pennsylvania
$223M +$23.5M +12% 4.72% 207% 315 16.83% 1.8
SACTSONJ
2991
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$223M +$1.42M +0.6% 1.71% 147% 191 27.75% 2.7
AIC
2992
Argus Investors Counsel
New York
$223M +$8.62M +4% 2.8% 132% 53 0% 3.8
HI
2993
Hendershot Investments
Virginia
$223M +$7.36M +3% 3.49% 50.5% 70 10% 3
HFM
2994
Hartford Financial Management
Connecticut
$223M +$56.6M +34% 1.97% 79.6% 414 28.5% 1.7
CCM
2995
Castine Capital Management
Massachusetts
$222M -$20.1M -8% 2.89% 13.9% 38 26.32% 1.8
LWIC
2996
Leith Wheeler Investment Counsel
British Columbia, Canada
$222M +$71.8M +48% 2.51% 52.3% 33 6.06% 0.3
NAMP
2997
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$222M -$1.7M -0.8% 2.89% 73.1% 119 13.45% 3
WAM
2998
Watermark Asset Management
California
$222M +$9.96M +5% 2.25% – 261 5.75% 0.2
IP
2999
Intellectus Partners
California
$222M +$25.3M +13% 3.15% 157% 848 24.17% 0.4
IIC
3000
Integrated Investment Consultants
Michigan
$222M +$2.73M +1% 2.41% 70.2% 620 10.97% 1.1