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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)
MidWestOne Financial Group
2576
MidWestOne Financial Group
Iowa
$364M – – 2.58% 62.7% 256 – 0
Trust Asset Management
2577
Trust Asset Management
Texas
$364M -$7.9M -2% 3.39% 91.1% 22 27.27% 2.8
Azzad Asset Management
2578
Azzad Asset Management
Virginia
$364M +$18.9M +5% 4.62% 101% 304 8.55% 2.8
Valley National Advisers
2579
Valley National Advisers
Pennsylvania
$364M +$14.6M +4% 3.64% 87.2% 822 9% 2.8
Sentinel Trust
2580
Sentinel Trust
Texas
$364M -$3.44M -0.9% 2.09% 79.2% 40 10% 3.9
NBW Capital
2581
NBW Capital
Massachusetts
$363M -$1.78M -0.5% 2.74% 86% 75 5.33% 3.3
Aviance Capital Partners
2582
Aviance Capital Partners
Florida
$362M +$13.1M +4% 3.83% 98.2% 221 9.05% 3.5
Hefren-Tillotson
2583
Hefren-Tillotson
Pennsylvania
$362M +$19.9M +6% 1.86% 40% 14 0% 3
CM
2584
Capital Management
Virginia
$362M -$2.02M -0.6% 1.89% 52.5% 88 20.45% 2.9
LVW Advisors
2585
LVW Advisors
New York
$362M -$13.5M -4% 2.19% 79.1% 184 26.63% 2.1
Ostrum Asset Management
2586
Ostrum Asset Management
France
$361M +$55.7M +18% 4.29% 107% 157 17.83% 0.4
Quantitative Advantage
2587
Quantitative Advantage
Minnesota
$361M +$15.2M +4% 2.63% 45.9% 59 13.56% 1.7
RWWM Inc
2588
RWWM Inc
California
$361M +$24.8M +7% 5% 40.6% 13 0% 3.9
Realta Investment Advisors
2589
Realta Investment Advisors
Delaware
$361M +$141M +64% 4.48% 151% 1,887 33.44% 0.2
Spectrum Management Group
2590
Spectrum Management Group
Indiana
$360M +$25.7M +8% 3.84% 44% 274 21.53% 1.6
Evermay Wealth Management
2591
Evermay Wealth Management
Virginia
$360M +$6.33M +2% 3.11% 56.2% 152 7.89% 2.7
CANC
2592
Culbertson A N & Co
Virginia
$360M +$12.8M +4% 3.57% 87.5% 105 0.95% 4.6
Rodgers Brothers
2593
Rodgers Brothers
Pennsylvania
$360M +$8.52M +2% 1.19% 108% 202 10.4% 3.7
Avitas Wealth Management
2594
Avitas Wealth Management
California
$360M +$15.9M +5% 7% 56.2% 184 23.37% 0.7
Herald Investment Management
2595
Herald Investment Management
United Kingdom
$359M -$34M -9% 5.87% 493% 102 14.71% 3.2
Winslow Evans & Crocker
2596
Winslow Evans & Crocker
Massachusetts
$359M +$6.52M +2% 4.4% 76.2% 1,416 26.34% 3.6
Harber Asset Management
2597
Harber Asset Management
North Carolina
$359M +$7.16M +2% 5.63% 63.6% 45 35.56% 1.5
NTCM
2598
Nine Ten Capital Management
Illinois
$358M -$21.1M -6% 0.51% 166% 9 11.11% 2.8
Hussman Strategic Advisors
2599
Hussman Strategic Advisors
Maryland
$358M -$51.2M -13% 2.63% 41.6% 268 41.79% 1.6
Caledonia Investments plc (UK)
2600
Caledonia Investments plc (UK)
United Kingdom
$358M +$9.12M +3% 6.14% 61.9% 12 8.33% 3.4