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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)
Verus Financial Partners
2151
Verus Financial Partners
Virginia
$768M -$25.6M -3% 3.41% 41.6% 105 3.81% 3.3
Makaira Partners
2152
Makaira Partners
California
$767M +$28M +4% 3.16% 22% 10 0% 4.3
Hengehold Capital Management
2153
Hengehold Capital Management
Ohio
$766M +$12.8M +2% 3.37% 54.5% 172 6.4% 4.5
Anchor Investment Management
2154
Anchor Investment Management
South Carolina
$766M -$17M -2% 2.72% 75.1% 1,016 9.94% 4.6
Dorsey Asset Management
2155
Dorsey Asset Management
Illinois
$766M +$10.6M +1% 2.55% 122% 11 18.18% 3.5
IDG China Venture Capital Fund IV Associates
2156
IDG China Venture Capital Fund IV Associates
Hong Kong
$766M +$188M +33% 41.2% 59.2% 5 0% 2.8
ICICI Prudential Asset Management
2157
ICICI Prudential Asset Management
India
$765M -$22.8M -3% 3.86% 62.1% 166 7.83% 1.7
Harvey Investment Company
2158
Harvey Investment Company
Kentucky
$764M -$299K -0% 3.54% 56.4% 94 8.51% 7.9
P2 Capital Partners
2159
P2 Capital Partners
New York
$764M -$95M -11% 7.15% 7.96% 16 18.75% 2.6
Harbor Investment Advisory
2160
Harbor Investment Advisory
Maryland
$764M +$46.1M +6% 1.15% 97.5% 1,387 17.66% 2.9
Vantage Investment Partners
2161
Vantage Investment Partners
Missouri
$763M -$8.84M -1% 4.1% 66.8% 71 16.9% 4.4
Atika Capital Management
2162
Atika Capital Management
New York
$762M -$237M -24% 1.59% 811% 107 52.34% 1.2
Marble Harbor Investment Counsel
2163
Marble Harbor Investment Counsel
Massachusetts
$762M -$32.8M -4% 4% 66.7% 196 8.67% 6.2
Daido Life Insurance Company
2164
Daido Life Insurance Company
Japan
$762M -$142M -16% 3.65% 68.7% 12 58.33% 4.3
United Bank (Virginia)
2165
United Bank (Virginia)
Virginia
$761M -$52.2M -6% 4% 76.1% 156 7.05% 4.6
Aveo Capital Partners
2166
Aveo Capital Partners
Colorado
$761M -$27.4M -3% 2.77% 19.1% 360 14.17% 1.9
Strategic Wealth Partners
2167
Strategic Wealth Partners
Ohio
$759M -$13.7M -2% 2.77% – 299 9.7% 2.4
SNS Financial Group
2168
SNS Financial Group
Minnesota
$758M -$9.24M -1% 3.35% 54.2% 194 8.76% 4.8
Private Trust Company
2169
Private Trust Company
Ohio
$758M -$34.9M -4% 3.16% 87.7% 2,412 9.78% 1.8
Wellington Shields Capital Management
2170
Wellington Shields Capital Management
New York
$758M -$61.2M -7% 5.68% 137% 325 10.46% 4.5
M Holdings Securities
2171
M Holdings Securities
Oregon
$758M +$273M +56% 3.33% 83.9% 321 74.14% 1.7
James Investment Research
2172
James Investment Research
Ohio
$758M -$24.8M -3% 1% 110% 302 9.93% 4.6
Smith, Moore & Co
2173
Smith, Moore & Co
Missouri
$757M -$27.9M -4% 3.59% 67% 407 9.34% 4.6
KMG Fiduciary Partners
2174
KMG Fiduciary Partners
Ohio
$757M -$15.8M -2% 2.78% 114% 231 5.19% 2.7
Broad Run Investment Management
2175
Broad Run Investment Management
Virginia
$757M -$88.4M -10% 4.43% 202% 25 0% 5.3