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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 Time
Held (Qtrs)
RHFI
3451
Reilly Herbert Faulkner III
$101M – – 10.3% 80.6% 40 – 0
MC
3452
McCarthy Capital
Nebraska
$101M +$5.5M +6% 5.76% – 1 0% 2
RCS
3453
Retirement Capital Strategies
California
$101M – – 7.36% 59% 9 – 0
HP
3454
HealthInvest Partners
Sweden
$101M – – 10.9% – 18 – 0
GF
3455
Gerry Farber
New York
$101M +$7.17M +8% 18.6% – 115 67.83% 0.8
BHBT
3456
Burke & Herbert Bank & Trust
Virginia
$100M +$11.6M +13% 11.2% 67.8% 107 7.48% 1.9
SGM
3457
Summit Global Management
California
$100M +$5.06M +5% 8.68% – 23 13.04% 1.7
TCM
3458
Talara Capital Management
New Jersey
$100M +$372K +0.4% 8.77% 17.4% 28 53.57% 1.2
HPIA
3459
Hamilton Point Investment Advisors
North Carolina
$100M – – 7.99% 79.3% 59 – 0
ODCM
3460
Old Dominion Capital Management
Virginia
$99.7M +$816K +0.8% 5.98% 45.9% 45 17.78% 1.6
BC
3461
Banced Corp
Illinois
$99.3M -$91K -0.1% 10.5% 27.5% 199 20.1% 1.6
ABP
3462
Arthur B. Page
$99.1M – – 9.92% 40.4% 77 – 0
SWM
3463
Strategic Wealth Management
Washington
$98.8M +$7.77M +9% 7.31% 52.8% 33 18.18% 1.4
SEM
3464
Suncoast Equity Management
Florida
$98.5M +$13.1M +15% 13.2% 82.9% 22 9.09% 1.9
YCM
3465
Yakira Capital Management
Connecticut
$98.5M – – 3.7% 74.1% 114 – 0
CS
3466
Comerica Securities
Michigan
$98.3M +$10.2M +12% 6.48% 25.6% 109 31.19% 1.3
ICMC
3467
Intrepid Capital Management (Connecticut)
Connecticut
$98.3M -$42.8M -30% 15.2% – 90 58.89% 1.2
NVIM
3468
New Vernon Investment Management
Illinois
$98.1M +$15.8M +19% 12.9% 83.1% 49 57.14% 1.2
IF
3469
IRON Financial
Illinois
$98M – – 8.01% 51.4% 42 – 0
HCA
3470
Horan Capital Advisors
Ohio
$98M +$13.9M +17% 9.34% 26.6% 78 28.21% 1.4
EM
3471
EnTrustPermal Management
New York
$97.9M -$9.57M -9% 5.01% 19.3% 36 25% 1.6
BA
3472
Bridgewater Advisors
New York
$97.3M – – 8.1% 61% 85 – 0
GAG
3473
GM Advisory Group
New York
$97.2M – – 7.61% 53.6% 69 – 0
TWA
3474
Tillar-Wenstrup Advisors
Ohio
$97.2M – – 9.57% 27.4% 36 – 0
WFG
3475
Wills Financial Group
Virginia
$97.2M – – 7.12% 57.5% 70 – 0