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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
CMG
2551
Cavalry Management Group
California
$343M -$53.4M -13% 9.26% 59.6% 30 60%
HJA
2552
Hugh Johnson Advisors
New York
$342M +$9.13M +3% 4.51% 41.5% 96 3.13%
LA
2553
LVW Advisors
New York
$342M +$90.5M +36% 5.65% 71.5% 141 9.22%
KFA
2554
Kays Financial Advisory
Georgia
$342M +$28.3M +9% 4.82% 23.3% 89 11.24%
SFSIG
2555
San Francisco Sentry Investment Group
California
$342M +$43.8M +15% 6.22% 436% 979 11.75%
DDPOM
2556
Delta Dental Plan of Michigan
Michigan
$342M 3.08% 29
FRM
2557
Fox Run Management
Connecticut
$342M -$11.6M -3% 4.11% 64% 1,031 76.33%
HS
2558
Hazelview Securities
Ontario, Canada
$341M +$8.63M +3% 1.07% 52 28.85%
PDM
2559
Penn Davis McFarland
Texas
$341M +$18.3M +6% 3.79% 86.8% 32 12.5%
HBT
2560
Hills Bank & Trust
Iowa
$341M +$22.6M +7% 6.83% 52.8% 136 7.35%
FFSOTS
2561
Fiduciary Financial Services of The Southwest
Texas
$341M +$7.06M +2% 3.88% 39.8% 154 2.6%
AL
2562
Aspiriant LLC
California
$341M -$852M -71% 3.34% 47.1% 204 60.29%
PBT
2563
Pictet Bank & Trust
Bahamas
$340M +$5.74M +2% 5.67% 66.3% 91 14.29%
LIA
2564
LSP Investment Advisors
New York
$339M 1% 79.5% 27
AIA
2565
Allegis Investment Advisors
Idaho
$339M -$83.5M -20% 4.62% 293 32.42%
TIM
2566
Total Investment Management
Arizona
$339M +$49.1M +17% 4.72% 38.3% 41 12.2%
LPC
2567
Loeb Partners Corp
New York
$339M +$11.7M +4% 6.12% 34.4% 181 23.76%
NGA
2568
Naples Global Advisors
Florida
$339M +$39.1M +13% 5% 103% 292 9.93%
MC
2569
Muhlenkamp & Co
Pennsylvania
$338M +$20.9M +7% 6.46% 107% 80 15%
BCP
2570
Blue Chip Partners
Michigan
$338M +$27.7M +9% 6.47% 81.2% 127 1.57%
LI
2571
LVZ Inc
Michigan
$338M +$26.9M +9% 3.84% 47.1% 73 12.33%
DLCIG
2572
D.L. Carlson Investment Group
New Hampshire
$338M +$15.6M +5% 8.05% 113% 138 9.42%
RWM
2573
Ritholtz Wealth Management
New York
$337M +$70.1M +26% 3.97% 93% 116 36.21%
FTC
2574
Farmers Trust Company
Ohio
$337M +$41.1M +14% 7.74% 73.5% 165 21.21%
QA
2575
Quantitative Advantage
Minnesota
$337M +$12.4M +4% 4.88% 45.9% 58 32.76%