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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)
Hendershot Investments
2376
Hendershot Investments
Virginia
$593M +$62.1M +12% 12.2% 50.5% 145 4.83% 3.8
Cabot Wealth Management
2377
Cabot Wealth Management
Massachusetts
$593M +$1.36M +0.2% 11.1% 69.3% 158 15.19% 4.4
Morningstar Investment Management
2378
Morningstar Investment Management
Illinois
$592M +$64M +12% 3.23% 48.2% 90 57.78% 0.8
Engaged Capital
2379
Engaged Capital
California
$591M +$85.7M +17% 6.44% 26.2% 10 20% 2.7
Geller Advisors
2380
Geller Advisors
New York
$591M +$131M +28% 7.19% 20.4% 160 26.25% 2
West Coast Financial
2381
West Coast Financial
California
$590M +$46.6M +9% 7.85% 22.2% 133 12.78% 4.7
American Financial Advisors
2382
American Financial Advisors
Georgia
$590M +$10.9M +2% 6.13% 52.7% 127 7.09% 1.9
PRC
2383
Pearl River Capital
Michigan
$590M +$51.8M +10% 11.6% 20.3% 599 44.41% 0.4
PAM
2384
Private Asset Management
California
$589M +$23.9M +4% 8.88% 38.2% 142 6.34% 5.7
Canandaigua National Corp
2385
Canandaigua National Corp
New York
$589M +$25.9M +5% 12.6% – 264 10.98% 2.1
Dean Investment Associates
2386
Dean Investment Associates
Ohio
$588M +$97.6M +20% 12.5% 63.5% 232 12.93% 3.6
Miller Investment Management
2387
Miller Investment Management
Pennsylvania
$587M +$108M +23% 10.8% 60.2% 101 17.82% 4.7
Blue Whale Capital
2388
Blue Whale Capital
United Kingdom
$587M +$27.4M +5% 14.2% 409% 18 22.22% 1.6
Lee Financial
2389
Lee Financial
Texas
$586M +$51.4M +10% 9.48% 75% 1,011 15.53% 2.3
MHR Fund Management
2390
MHR Fund Management
New York
$586M +$53.7M +10% 4.26% 332% 30 43.33% 2.8
Sierra Capital
2391
Sierra Capital
Florida
$585M +$46.9M +9% 4.13% 32.4% 700 10.43% 1.3
Johnson Financial Group LLC (Colorado)
2392
Johnson Financial Group LLC (Colorado)
Colorado
$584M -$147M -20% 7.22% 58.7% 53 35.85% 2
Private Capital Advisors
2393
Private Capital Advisors
Connecticut
$583M +$6.44M +1% 8.2% 132% 94 14.89% 5.1
Biglari Capital Corp
2394
Biglari Capital Corp
Texas
$583M +$54.3M +10% 8.9% 72.7% 12 8.33% 4.1
Alley Investment Management Company
2395
Alley Investment Management Company
Illinois
$582M +$80.5M +16% 11.2% 54.6% 85 9.41% 0.7
Forte Capital
2396
Forte Capital
New York
$582M +$30.1M +5% 9.4% 98.3% 206 12.14% 3.4
Gateway Wealth Partners
2397
Gateway Wealth Partners
Wisconsin
$582M – – 7.21% 58.9% 200 – 0
Estabrook Capital Management
2398
Estabrook Capital Management
New York
$582M +$43.9M +8% 11.7% 87.2% 439 7.06% 5.1
Pictet North America Advisors
2399
Pictet North America Advisors
Switzerland
$581M -$45.6M -7% 9.46% 67.7% 147 16.33% 3.6
Cartenna Capital
2400
Cartenna Capital
Connecticut
$581M +$164M +39% 14.3% 162% 41 60.98% 0.3