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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
VNA
2601
Valley National Advisers
Pennsylvania
$293M +$14.4M +5% 1.94% 59.2% 736 11.14%
AFGI4KRSP
2602
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$293M +$6.28M +2% 4.11% 5.11% 1 0%
NI
2603
NFC Investments
Tennessee
$291M +$9.22M +3% 6.44% 45 6.67%
LWM
2604
Lenox Wealth Management
Ohio
$291M +$44.4M +18% 4.08% 24.7% 534 13.11%
PA
2605
Paracle Advisors
Washington
$291M +$27.2M +10% 3.52% 30.9% 49 14.29%
ANB
2606
Amarillo National Bank
Texas
$291M +$5.22M +2% 2.64% 56.3% 85 10.59%
KJHP
2607
K.J. Harrison & Partners
Ontario, Canada
$291M +$35.7M +14% 4.61% 122% 195 31.79%
IIA
2608
IPG Investment Advisors
California
$290M +$41.5M +17% 6.72% 78.6% 168 34.52%
TIM
2609
Total Investment Management
Arizona
$290M -$12.3M -4% 3.88% 29.5% 41 17.07%
FFWA
2610
FRG Family Wealth Advisors
Washington
$290M +$18.5M +7% 6.22% 76.4% 140 4.29%
EF
2611
Empirical Finance
Pennsylvania
$290M +$29.7M +11% 6.18% 97.6% 168 39.88%
ACP
2612
Aveo Capital Partners
Colorado
$290M +$5.92M +2% 2.6% 19.1% 148 19.59%
PC
2613
Pelham Capital
United Kingdom
$290M +$9.75M +3% 15.1% 141% 2 0%
SCP
2614
Searchlight Capital Partners
New York
$289M -$76M -21% 18.9% 70.4% 3 0%
MBT
2615
Montecito Bank & Trust
California
$289M +$10.8M +4% 4.46% 179 7.26%
WA
2616
Wealth Architects
California
$288M +$18.9M +7% 5.11% 80.1% 130 9.23%
OWM
2617
Orgel Wealth Management
Wisconsin
$287M +$12.5M +5% 3.76% 36.6% 34 26.47%
TRIM
2618
Thompson Rubinstein Investment Management
Oregon
$287M +$15M +6% 5.53% 42.8% 79 0%
TW
2619
Transform Wealth
Colorado
$286M +$198M +223% 4.86% 48.4% 215 72.56%
HDIM
2620
Hanson & Doremus Investment Management
Vermont
$286M +$15.7M +6% 4.06% 58.8% 517 8.9%
CIC
2621
Canal Insurance Company
South Carolina
$286M +$13.5M +5% 6.62% 103% 90 21.11%
CAM
2622
Chou Associates Management
Ontario, Canada
$286M -$37.6M -12% 1.25% 71.7% 27 7.41%
MRCP
2623
Maple Rock Capital Partners
Ontario, Canada
$286M -$38.9M -12% 8.38% 323% 24 54.17%
CAL
2624
Capital Advisors Ltd
Ohio
$285M +$13.2M +5% 3.18% 54.2% 420 9.52%
T
2625
Tinicum
New York
$285M -$32.8M -10% 0.44% 21.1% 6 16.67%