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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)
Banc Funds Company
2276
Banc Funds Company
Illinois
$843M -$41.7M -5% 0.25% 69% 135 6.67% 6.2
HAP Trading
2277
HAP Trading
New York
$840M -$32.9M -4% 0.75% 141% 912 53.62% 1.9
J. Stern & Co
2278
J. Stern & Co
United Kingdom
$840M +$49.1M +6% 5.98% – 44 38.64% 0.4
James Investment Research
2279
James Investment Research
Ohio
$840M -$1.85M -0.2% 4.13% 110% 338 7.99% 4.5
Dorsey Asset Management
2280
Dorsey Asset Management
Illinois
$839M -$20.8M -2% 0.3% 122% 11 9.09% 3.5
Anson Funds Management
2281
Anson Funds Management
Texas
$839M -$705M -46% 4.57% 2,010% 216 58.8% 0.6
Central Pacific Bank - Trust Division
2282
Central Pacific Bank - Trust Division
Hawaii
$839M +$33M +4% 2.56% – 988 7.39% 0.2
Harbour Trust & Investment Management
2283
Harbour Trust & Investment Management
Indiana
$838M +$41.9M +5% 7.25% – 163 4.29% 0.5
Matrix Asset Advisors
2284
Matrix Asset Advisors
New York
$837M +$979K +0.1% 1.79% 84.9% 105 8.57% 4.4
Miller Investment Management
2285
Miller Investment Management
Pennsylvania
$837M +$54.2M +7% 0.65% 60.2% 107 5.61% 5.5
Journey Advisory Group
2286
Journey Advisory Group
Kentucky
$837M +$25.3M +3% 2.42% 66.2% 241 7.88% 2.4
Heartwood Wealth Advisors
2287
Heartwood Wealth Advisors
Virginia
$837M +$24.5M +3% 0.47% 59.4% 177 14.12% 2
Meridian Wealth Management
2288
Meridian Wealth Management
Kentucky
$837M +$236M +39% 6.59% 117% 489 100% 0
Means Investment Company
2289
Means Investment Company
Maine
$836M +$63.4M +8% 5.6% 87.9% 199 5.03% 3.8
Harvey Investment Company
2290
Harvey Investment Company
Kentucky
$836M -$49.8M -6% 2.75% 56.4% 100 6% 7.8
Sheets Smith Wealth Management
2291
Sheets Smith Wealth Management
North Carolina
$836M -$56.8M -6% 1.29% 83.4% 414 17.39% 4.6
Buckingham Capital Management (Ohio)
2292
Buckingham Capital Management (Ohio)
Ohio
$836M +$19.9M +2% 2.88% 26.3% 139 9.35% 5.2
Cypress Capital Group
2293
Cypress Capital Group
Florida
$834M -$266K -0% 3.13% 97.8% 308 9.74% 5.3
Waterloo Capital
2294
Waterloo Capital
Texas
$833M +$50.5M +6% 3.02% 79.8% 404 24.75% 1.2
SOL Capital Management
2295
SOL Capital Management
Maryland
$833M +$38M +5% 1.34% 56.6% 310 5.48% 6.4
Manchester Capital Management
2296
Manchester Capital Management
Vermont
$833M +$18M +2% 3.65% 86.7% 1,186 16.02% 3.4
Keywise Capital Management (HK)
2297
Keywise Capital Management (HK)
Hong Kong
$832M +$91.7M +12% 13.6% 684% 15 26.67% 1.4
Southeast Asset Advisors
2298
Southeast Asset Advisors
Georgia
$832M +$849K +0.1% 2.53% 91.5% 173 10.4% 4.3
Harvey Partners
2299
Harvey Partners
New York
$832M -$112M -12% 3.93% 174% 45 17.78% 2.3
Alera Investment Advisors
2300
Alera Investment Advisors
Illinois
$832M +$92.1M +12% 3.44% 28.9% 296 48.99% 1.5