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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)
GPC
3001
Guardian Point Capital
Virginia
$249M +$26.3M +12% 9.08% 142% 18 27.78% 0.9
Highland Private Wealth Management
3002
Highland Private Wealth Management
Washington
$249M +$16.1M +7% 6.51% 19% 102 16.67% 1.3
CCM
3003
Cerrano Capital Management
New York
$249M – – 11.8% – 43 – 0
Hendershot Investments
3004
Hendershot Investments
Virginia
$249M +$13.8M +6% 7.02% 50.5% 72 11.11% 3.1
TM
3005
Tikvah Management
North Carolina
$249M +$12.6M +5% 8.97% 169% 19 5.26% 2.7
MPEM
3006
Marathon Partners Equity Management
New York
$248M +$21.2M +9% 11.7% – 35 37.14% 2.3
Univest Financial
3007
Univest Financial
Pennsylvania
$248M +$11.4M +5% 6.48% 82.6% 98 10.2% 3.1
Asset Dedication LLC
3008
Asset Dedication LLC
California
$248M +$40.9M +20% 4.94% 67.8% 489 25.15% 1.2
Monetary Management Group
3009
Monetary Management Group
Missouri
$248M +$11M +5% 6.56% 138% 318 8.81% 3.1
NIC
3010
Northwest Investment Counselors
Oregon
$248M +$16.9M +7% 6.51% 32.4% 354 61.86% 3.3
Riggs Asset Management
3011
Riggs Asset Management
Pennsylvania
$248M +$26.3M +12% 6.04% 207% 296 16.22% 2.1
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
3012
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$248M -$9.23M -4% 3.92% 79.4% 35 20% 2
SFE Investment Counsel
3013
SFE Investment Counsel
California
$248M +$9.8M +4% 5.99% 105% 119 9.24% 2.7
Fagan Associates
3014
Fagan Associates
New York
$247M +$44.9M +22% 7.82% 127% 113 14.16% 2.3
Versant Capital Management
3015
Versant Capital Management
Arizona
$247M +$63.8M +35% 3.51% 97.3% 1,746 7.22% 1.7
Harfst & Associates
3016
Harfst & Associates
Wyoming
$247M +$6.82M +3% 5.65% 88.1% 90 15.56% 1.4
Lunia Capital
3017
Lunia Capital
Texas
$247M – – 6.48% 115% 30 – 0
AIP
3018
Ahrens Investment Partners
Louisiana
$247M +$13.1M +6% 3.78% 82.3% 173 13.29% 0.8
Beddow Capital Management
3019
Beddow Capital Management
Wyoming
$247M +$1.35M +0.5% 3.91% 50.7% 48 10.42% 3
Endeavour Capital Advisors
3020
Endeavour Capital Advisors
Connecticut
$247M -$18.1M -7% 3.2% 105% 39 33.33% 1.5
Dumont & Blake Investment Advisors
3021
Dumont & Blake Investment Advisors
New Jersey
$246M +$12.8M +5% 5.96% 78.3% 215 14.88% 2.9
Montgomery Investment Management
3022
Montgomery Investment Management
Maryland
$246M +$21.2M +9% 12% 98.4% 95 3.16% 3.3
Cider Mill Investments
3023
Cider Mill Investments
Connecticut
$246M +$73.8M +43% 11.1% – 39 53.85% 0.4
Sturgeon Ventures
3024
Sturgeon Ventures
United Kingdom
$246M – – 9.34% 85.9% 57 – 0
SCM
3025
Stonehill Capital Management
New York
$245M -$5.73M -2% 3.31% 117% 19 52.63% 0.9