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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)
Shah Capital Management
3476
Shah Capital Management
North Carolina
$354M -$9.01M -2% 7.92% 287% 8 12.5% 4
PGCM
3477
Prescott Group Capital Management
Oklahoma
$354M +$11.6M +3% 19.1% 148% 160 34.38% 1.9
Great Diamond Partners
3478
Great Diamond Partners
Maine
$354M +$28.6M +9% 8.17% 86.1% 203 7.39% 1
Eagle Capital Management (Louisiana)
3479
Eagle Capital Management (Louisiana)
Louisiana
$353M +$26.2M +8% 6.44% 103% 50 4% 2.7
CNA Financial
3480
CNA Financial
Illinois
$353M +$27.6M +8% 6.86% 48.6% 214 16.36% 1
Bayberry Capital Partners
3481
Bayberry Capital Partners
New York
$353M +$24.1M +7% 2.24% 99.7% 25 44% 0.6
Meridian Wealth Advisors
3482
Meridian Wealth Advisors
Texas
$353M +$52.1M +17% 8.77% 79.9% 198 9.09% 1.6
FCA Corp
3483
FCA Corp
Texas
$353M +$11.1M +3% 4.27% 57.4% 205 20% 3.5
Jacobson & Schmitt Advisors
3484
Jacobson & Schmitt Advisors
Wisconsin
$353M +$44.2M +14% 8.33% 70.3% 47 8.51% 2.6
TA
3485
Tamarack Advisers
California
$353M -$134M -28% 8.42% 46.5% 85 55.29% 1.1
Biltmore Family Office
3486
Biltmore Family Office
North Carolina
$352M +$31.3M +10% 8.36% 78.1% 194 9.79% 2.2
Bender Robert & Associates
3487
Bender Robert & Associates
California
$352M +$41.1M +13% 14.4% 146% 57 19.3% 6.1
PTB
3488
Pioneer Trust Bank
Oregon
$352M +$2.06M +0.6% 7.21% 61.4% 76 10.53% 5.9
Kirr Marbach & Co
3489
Kirr Marbach & Co
Indiana
$352M +$6.19M +2% 4.98% 121% 64 15.63% 3.1
Dumont & Blake Investment Advisors
3490
Dumont & Blake Investment Advisors
New Jersey
$352M +$25.8M +8% 6.53% 78.3% 209 3.35% 4.8
Gould Asset Management
3491
Gould Asset Management
California
$351M +$23.8M +7% 5.96% 42.8% 158 6.33% 4.3
CVA Family Office
3492
CVA Family Office
Colorado
$351M +$87.9M +33% 5.93% 71.6% 1,000 25.4% 0.5
Bridgeworth
3493
Bridgeworth
Alabama
$351M +$34.5M +11% 5.77% 19.3% 139 13.67% 2.5
Symmetry Investments
3494
Symmetry Investments
Jersey
$351M -$62.9M -15% 9.3% 148% 131 73.28% 0.2
TIFF Advisory Services
3495
TIFF Advisory Services
Pennsylvania
$351M +$22M +7% 5.91% 86.3% 25 40% 0.8
Optas LLC
3496
Optas LLC
Texas
$351M +$31.6M +10% 8.62% 118% 153 10.46% 1.1
Viking Fund Management
3497
Viking Fund Management
North Dakota
$350M +$15.2M +5% 6.52% 105% 124 13.71% 2.9
HCA
3498
Hyperion Capital Advisors
New York
$350M +$40.5M +13% 8.82% 86.1% 47 6.38% 1.1
Monarch Capital Management
3499
Monarch Capital Management
Indiana
$350M +$12.7M +4% 4.15% 77% 112 2.68% 5.5
Cartenna Capital
3500
Cartenna Capital
Connecticut
$350M +$132M +60% 6.77% 162% 59 84.75% 0.1