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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
HIM
2576
Herald Investment Management
United Kingdom
$614M +$38.9M +7% 9.36% 493% 104 7.69%
VC
2577
Vicus Capital
Pennsylvania
$614M -$227M -27% 4.87% 59.6% 251 47.81%
YCM
2578
Yakira Capital Management
Connecticut
$614M +$117M +24% 6.34% 74.1% 447 37.36%
EF
2579
Empirical Finance
Pennsylvania
$613M +$44.8M +8% 7.3% 124% 423 27.9%
RIA
2580
RPG Investment Advisory
California
$613M +$54.4M +10% 8.89% 155% 366 7.65%
WCF
2581
West Coast Financial
California
$613M +$37.9M +7% 7.33% 22.2% 134 8.21%
IA
2582
Icon Advisers
Colorado
$613M -$24.8M -4% 6.66% 114% 193 24.87%
PA
2583
Planning Alternatives
Michigan
$612M +$11.5M +2% 6.14% 69.6% 48 12.5%
RIM
2584
Redwood Investment Management
Arizona
$612M +$85M +16% 5.43% 62.5% 261 10.73%
TLA
2585
Tree Line Advisors
Hong Kong
$611M +$38.4M +7% 14.7% 670% 10 20%
NFG
2586
Nadler Financial Group
Illinois
$611M +$51.3M +9% 7.82% 72.4% 135 8.89%
I
2587
INVST
Indiana
$610M +$32.2M +6% 6.11% 78.5% 220 18.64%
SAA
2588
Southeast Asset Advisors
Georgia
$610M +$53.3M +10% 8.62% 91.5% 148 14.86%
CAM
2589
Claret Asset Management
Quebec, Canada
$610M +$71.1M +13% 9.71% 73.3% 213 13.15%
MBTD
2590
Mechanics Bank - Trust Department
California
$610M +$29M +5% 6.94% 67.2% 178 4.49%
AT
2591
Arden Trust
Delaware
$609M +$15.2M +3% 6.53% 22.5% 324 13.58%
AOWM
2592
Alpha Omega Wealth Management
Virginia
$609M +$37.5M +7% 5.73% 60.7% 227 4.41%
TCM
2593
Tufton Capital Management
Maryland
$609M +$23.5M +4% 6.78% 86.5% 133 7.52%
MB
2594
MPM BioImpact
Massachusetts
$609M -$187M -24% 20.1% 550% 14 7.14%
AC
2595
Apella Capital
Connecticut
$609M +$291M +92% 3.8% 44.5% 212 42.92%
VIMU
2596
Veritas Investment Management (UK)
United Kingdom
$607M +$70.7M +13% 8.46% 151% 46 26.09%
BPCM
2597
Beach Point Capital Management
California
$607M +$152M +33% 5.06% 110% 64 46.88%
IFAM
2598
Institutional & Family Asset Management
Colorado
$607M +$90M +17% 6.01% 19% 1,032 17.15%
DS
2599
Dudley & Shanley
Florida
$606M +$26.8M +5% 3.75% 57% 32 9.38%
FWM
2600
Focused Wealth Management
New York
$606M +$42.9M +8% 5.95% 73.9% 1,080 19.81%