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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)
Ashford Capital Management
2151
Ashford Capital Management
Delaware
$656M -$48.1M -7% 1.81% 150% 98 14.29% 4.1
Community Bank
2152
Community Bank
New York
$655M -$43.3M -6% 5.93% 73.5% 711 42.05% 3.1
Marble Harbor Investment Counsel
2153
Marble Harbor Investment Counsel
Massachusetts
$655M -$1.13M -0.2% 4.84% 66.7% 182 6.59% 6
ARS Wealth Advisors Group
2154
ARS Wealth Advisors Group
Florida
$655M -$73.6M -10% 5.2% 89.5% 170 22.94% 0.8
NTCM
2155
Nine Ten Capital Management
Illinois
$654M -$66.5M -9% 4.7% 166% 10 0% 3.7
Richard C. Young & Co
2156
Richard C. Young & Co
Rhode Island
$654M -$118M -15% 6.39% 137% 78 8.97% 4.3
LVM Capital Management
2157
LVM Capital Management
Michigan
$653M -$36.2M -5% 6.11% 121% 139 7.91% 5.3
Montanaro Asset Management
2158
Montanaro Asset Management
United Kingdom
$653M -$12.2M -2% 0.99% 49.6% 49 4.08% 1.4
Fidelity National Financial
2159
Fidelity National Financial
Florida
$653M -$47.4M -7% 4.5% 2.54% 33 0% 3.4
J.L. Bainbridge & Co
2160
J.L. Bainbridge & Co
Florida
$653M -$19.6M -3% 4.96% 118% 76 6.58% 2.8
United Asset Strategies
2161
United Asset Strategies
New York
$651M -$35.3M -5% 5.23% 94.6% 233 21.03% 2.8
Wesleyan Assurance Society
2162
Wesleyan Assurance Society
United Kingdom
$651M -$48.2M -7% 7.17% 102% 100 1% 2.9
Hengehold Capital Management
2163
Hengehold Capital Management
Ohio
$650M -$55.1M -8% 6.85% 54.5% 163 9.2% 4.1
KWMG LLC
2164
KWMG LLC
Kansas
$650M -$13.7M -2% 4.68% 76.2% 142 2.82% 4.8
ICM
2165
Indaba Capital Management
California
$650M -$110M -15% 1.46% 66.7% 48 8.33% 1.2
United Bank (Virginia)
2166
United Bank (Virginia)
Virginia
$650M -$17.3M -3% 2.16% 76.1% 164 12.2% 3.7
Intrust Bank
2167
Intrust Bank
Kansas
$649M -$43.1M -6% 4.63% 102% 398 11.81% 4.9
Tensile Capital Management
2168
Tensile Capital Management
California
$648M +$68.3M +12% 8.65% 47.7% 16 0% 3
VR Adviser
2169
VR Adviser
New York
$648M +$140M +28% 46% 1,698% 36 38.89% 0.7
JNBA Financial Advisors
2170
JNBA Financial Advisors
Minnesota
$648M -$11.2M -2% 6.17% 61.8% 776 14.18% 3.9
North Peak Capital Management
2171
North Peak Capital Management
New York
$647M -$66.5M -9% 0.46% 301% 7 42.86% 1.1
Estate Counselors
2172
Estate Counselors
Wisconsin
$646M -$25.5M -4% 3.86% 60% 196 26.02% 2
Strategic Value Partners
2173
Strategic Value Partners
Connecticut
$646M -$109M -14% 0.89% – 6 33.33% 1.3
EJF Capital
2174
EJF Capital
Virginia
$646M +$46.9M +8% 0.5% 127% 135 25.93% 1.6
Phocas Financial Corp
2175
Phocas Financial Corp
California
$646M -$22M -3% 4.3% – 214 12.15% 2.7