We are live on ! Find out more

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)
Hengehold Capital Management
2326
Hengehold Capital Management
Ohio
$307M -$3.98M -1% 2.02% 54.5% 102 15.69% 1.5
Evanston Advisors
2327
Evanston Advisors
Illinois
$307M +$2.81M +0.9% 0.21% 16% 60 8.33% 1.7
Fiduciary Trust International
2328
Fiduciary Trust International
Massachusetts
$306M +$700K +0.2% 3.09% 36.8% 87 12.64% 2.4
Cedar Capital
2329
Cedar Capital
Illinois
$305M -$34M -10% 5.34% 98% 87 27.59% 0.4
Quantum Capital Management (New Jersey)
2330
Quantum Capital Management (New Jersey)
New Jersey
$305M -$41.3M -12% 0.45% 22.7% 35 2.86% 2.2
Isthmus Partners
2331
Isthmus Partners
Wisconsin
$304M +$4.41M +1% 4.64% 73.7% 253 2.77% 1.4
Loeb Partners Corp
2332
Loeb Partners Corp
New York
$304M +$23.9M +9% 5.73% 34.4% 178 24.16% 1.6
Canal Insurance Company
2333
Canal Insurance Company
South Carolina
$304M +$18.3M +6% 9.01% 114% 104 13.46% 2.2
Southeast Asset Advisors
2334
Southeast Asset Advisors
Georgia
$304M -$3.45M -1% 1.31% 91.5% 107 7.48% 1.9
First Merchants Corp
2335
First Merchants Corp
Indiana
$303M +$21M +7% 4.14% 55.6% 145 9.66% 2.3
Weatherly Asset Management
2336
Weatherly Asset Management
California
$303M +$13.8M +5% 2.89% 116% 175 7.43% 2.1
Dialectic Capital Management
2337
Dialectic Capital Management
Connecticut
$303M +$89.2M +42% 4.45% 91.5% 147 70.75% 0.3
Barings Real Estate Advisers
2338
Barings Real Estate Advisers
Connecticut
$303M +$97.4M +47% 7.05% 44.2% 37 18.92% 1.6
Edmond de Rothschild (Suisse)
2339
Edmond de Rothschild (Suisse)
Switzerland
$302M +$59.7M +25% 1.69% – 472 29.45% 0.7
GC
2340
Gratia Capital
California
$301M +$25.2M +9% 4.86% 42.4% 43 60.47% 0.5
Lawson Kroeker Investment Management
2341
Lawson Kroeker Investment Management
Nebraska
$301M +$10.2M +4% 3.68% 69.7% 77 10.39% 2.3
Eubel Brady & Suttman Asset Management
2342
Eubel Brady & Suttman Asset Management
Ohio
$301M +$2.09M +0.7% 3.25% 40.2% 77 3.9% 2.3
CII
2343
Chapter IV Investors
North Carolina
$301M +$39.9M +15% 17.8% 4.15% 10 10% 2.4
Foundation Asset Management
2344
Foundation Asset Management
New York
$300M -$48.2M -14% 18.2% 126% 26 42.31% 0.9
SOL Capital Management
2345
SOL Capital Management
Maryland
$300M +$5.5M +2% 2.65% 56.6% 208 5.77% 2.4
HC
2346
Hawkins Capital
Texas
$300M +$37.1M +14% 1.11% 8.54% 37 24.32% 1
ECM
2347
Endurant Capital Management
California
$299M -$9.5M -3% 5.47% 18.4% 104 32.69% 0.8
Private Vista
2348
Private Vista
Illinois
$299M +$17.9M +6% 2.32% 10.1% 53 16.98% 0.4
TRUE Private Wealth Advisors
2349
TRUE Private Wealth Advisors
Oregon
$299M +$41.8M +16% 2.41% 89.2% 147 16.33% 0.3
Chicago Capital Management
2350
Chicago Capital Management
Illinois
$299M +$28.7M +11% 28.1% 270% 51 84.31% 0.1