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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
WFI
2501
West Family Investments
California
$414M +$11.2M +3% 4.11% 76.4% 92 16.3%
VCM
2502
Vivaldi Capital Management
Illinois
$414M -$8.6M -2% 4.95% 69.2% 249 21.69%
FFWA
2503
FRG Family Wealth Advisors
Washington
$413M +$25.8M +7% 4.38% 76.4% 127 8.66%
AL
2504
AIP LLC
New York
$413M +$27M +7% 7% 86.8% 1 0%
SAM
2505
Serengeti Asset Management
New York
$413M +$207M +101% 11.2% 14.9% 27 51.85%
HWA
2506
HCR Wealth Advisors
California
$412M +$111M +37% 9.67% 91% 252 48.41%
PO
2507
Private Ocean
California
$412M +$9.36M +2% 3.08% 2.82% 661 34.19%
PI
2508
Parkside Investments
Illinois
$412M +$38.1M +10% 9.02% 70% 117 26.5%
TAM
2509
Tradition Asset Management
Virginia
$412M +$25.5M +7% 8.22% 197 8.12%
SFWA
2510
Summit Financial Wealth Advisors
Louisiana
$412M +$4.03M +1% 6.11% 61.5% 152 14.47%
EF
2511
Empirical Finance
Pennsylvania
$411M +$53.1M +15% 8.72% 97.6% 205 23.9%
AA
2512
Advisory Alpha
Michigan
$411M +$73.3M +22% 7.85% 38.9% 965 32.12%
GAB
2513
German American Bancorp
Indiana
$409M +$32.7M +9% 8.39% 67.6% 89 7.87%
ECG
2514
EPIQ Capital Group
California
$409M 59.4% 6.25% 42
VCA
2515
Verdence Capital Advisors
Maryland
$409M +$52.7M +15% 8.54% 97.1% 343 17.49%
GC
2516
Gilbert & Cook
Iowa
$408M +$51.3M +14% 5.47% 63.2% 152 22.37%
GIA
2517
Gladstone Institutional Advisory
Florida
$408M +$14.8M +4% 6.45% 85.6% 297 13.13%
PCA
2518
Private Capital Advisors
Connecticut
$408M +$47.9M +13% 13.8% 138% 92 14.13%
IGM
2519
Incline Global Management
New York
$408M -$60.4M -13% 9.08% 13.6% 25 40%
PA
2520
PFG Advisors
Arizona
$408M +$45.2M +12% 6.19% 77.4% 322 13.04%
CNHF
2521
Conrad N. Hilton Foundation
California
$407M +$239M +142% 7.22% 5 20%
PIM
2522
Parker Investment Management
California
$407M +$72.6M +22% 9.07% 173% 44 13.64%
FNBTCON
2523
First National Bank & Trust Co of Newtown
Pennsylvania
$407M +$37M +10% 5.68% 47.6% 122 2.46%
EWM
2524
Evermay Wealth Management
Virginia
$407M +$39.8M +11% 7.02% 56.2% 170 18.24%
JWA
2525
JFS Wealth Advisors
Pennsylvania
$406M +$14M +4% 5.53% 54.8% 565 12.04%