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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
CF
2501
Clarity Financial
Texas
$615M +$94.4M +18% 0.15% 56.8% 127 39.37%
RA
2502
Rodgers & Associates
Pennsylvania
$615M -$7.05M -1% 1.25% 53.7% 93 4.3%
F
2503
Formation8
California
$614M -$378M -38% 41.2% 4 50%
CNC
2504
Canandaigua National Corp
New York
$614M -$2.17M -0.4% 0.53% 280 7.86%
VC
2505
Vicus Capital
Pennsylvania
$614M +$80K +0% 1.24% 48.6% 161 19.88%
KOC
2506
Koss-Olinger Consulting
Florida
$614M -$60.1M -9% 1.34% 50.9% 282 32.27%
NEWAS
2507
N.E.W. Advisory Services
Wisconsin
$614M +$16.3M +3% 1.07% 42% 137 7.3%
NSGL
2508
No Street GP LP
California
$613M -$23.6M -4% 4.71% 222% 39 23.08%
VCM
2509
Vision Capital Management
Oregon
$613M +$7.47M +1% 0.77% 56.4% 110 8.18%
NFG
2510
Nadler Financial Group
Illinois
$613M +$2.09M +0.3% 0.23% 72.4% 135 11.11%
FWM
2511
Focused Wealth Management
New York
$613M +$6.77M +1% 0.3% 57.9% 1,158 22.54%
LIM
2512
Longfellow Investment Management
Massachusetts
$612M -$92.4M -13% 4.52% 49.9% 468 12.82%
TCOT
2513
Trust Company of Toledo
Ohio
$612M +$18.9M +3% 0.59% 93.8% 193 3.63%
SPC
2514
Stewart & Patten Company
California
$612M -$16.9M -3% 1.3% 27.5% 93 3.23%
SGK
2515
Steigerwald Gordon & Koch
Virginia
$612M +$7.21M +1% 0.09% 59.5% 116 3.45%
AOWM
2516
Alpha Omega Wealth Management
Virginia
$612M +$2.32M +0.4% 1.38% 60.7% 234 9.4%
BCMO
2517
Buckingham Capital Management (Ohio)
Ohio
$611M -$7.23M -1% 1.07% 26.3% 127 6.3%
SAA
2518
Southeast Asset Advisors
Georgia
$609M -$1.09M -0.2% 0.44% 84.3% 148 6.76%
VIMU
2519
Veritas Investment Management (UK)
United Kingdom
$609M +$2.28M +0.4% 2.49% 151% 45 8.89%
CBT
2520
Central Bank & Trust
Kentucky
$608M -$10.9M -2% 0.1% 110% 307 7.49%
HIM
2521
Herald Investment Management
United Kingdom
$608M -$5.63M -0.9% 2.04% 493% 106 9.43%
SCA
2522
Stillwater Capital Advisors
Pennsylvania
$607M +$2.48M +0.4% 0.83% 121% 73 6.85%
CC
2523
Cannell Capital
Wyoming
$607M -$16.5M -3% 6.51% 130% 85 37.65%
RIA
2524
RPG Investment Advisory
California
$607M -$6.54M -1% 1.21% 123% 365 7.4%
PA
2525
Planning Alternatives
Michigan
$607M -$5.35M -0.9% 1.21% 50.4% 46 6.52%