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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)
Genovese Burford & Brothers Wealth & Retirement Plan Management
2601
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$310M +$16.6M +6% 11.6% 28% 105 29.52% 1.6
Paradigm Asset Management
2602
Paradigm Asset Management
New York
$310M -$49.6M -14% 8.91% 73.8% 452 19.03% 2.3
FRG Family Wealth Advisors
2603
FRG Family Wealth Advisors
Washington
$310M -$60.4M -16% 11.3% 76.4% 142 10.56% 2.7
HCR Wealth Advisors
2604
HCR Wealth Advisors
California
$310M +$2.56M +0.8% 12.3% 107% 176 20.45% 1.4
NumerixS Investment Technologies
2605
NumerixS Investment Technologies
British Columbia, Canada
$309M -$223M -42% 16.4% 24.6% 1,568 58.99% 0.5
13D Management
2606
13D Management
New York
$309M -$53.6M -15% 14.3% 157% 35 28.57% 1.6
American Economic Planning Group
2607
American Economic Planning Group
New Jersey
$309M +$27.3M +10% 10.1% 25.9% 87 27.59% 2.2
Evermay Wealth Management
2608
Evermay Wealth Management
Virginia
$309M -$11.5M -4% 12.1% 56.2% 155 21.29% 2.5
VisionPoint Advisory Group
2609
VisionPoint Advisory Group
Texas
$309M – – 7.33% 79.3% 105 – 0
NTV Asset Management
2610
NTV Asset Management
West Virginia
$309M -$61.6M -17% 11.6% 110% 184 5.43% 4.2
Valley National Advisers
2611
Valley National Advisers
Pennsylvania
$308M +$19.7M +7% 10.6% 87.2% 877 22.92% 2.3
Summit Financial Wealth Advisors
2612
Summit Financial Wealth Advisors
Louisiana
$308M -$26.4M -8% 10.9% 71.4% 152 23.68% 2.2
Exchange Capital Management
2613
Exchange Capital Management
Michigan
$308M -$36.9M -11% 12% 57.8% 308 58.12% 2.8
Atlantic Union Bankshares
2614
Atlantic Union Bankshares
Virginia
$307M -$24.8M -7% 8.02% 78.9% 138 13.77% 3.5
QVT Financial
2615
QVT Financial
New York
$307M -$80.7M -21% 4.42% 267% 61 29.51% 1.5
Aegon USA Investment Management
2616
Aegon USA Investment Management
Iowa
$306M -$28.7M -9% 9.84% 39.9% 51 19.61% 0.9
NFC Investments
2617
NFC Investments
Tennessee
$306M -$5.59M -2% 14.3% – 44 20.45% 3.2
Veritas Investment Management (UK)
2618
Veritas Investment Management (UK)
United Kingdom
$306M -$56.5M -16% 10.7% 151% 35 0% 3.1
Oxford Financial Group
2619
Oxford Financial Group
Indiana
$306M +$91.5M +43% 13.2% 77.2% 42 23.81% 1.3
City Holding Co
2620
City Holding Co
West Virginia
$306M -$42.4M -12% 10.6% 89.2% 544 9.38% 3.7
Moerus Capital Management
2621
Moerus Capital Management
New York
$306M – – 8.63% 220% 16 – 0
Cubic Asset Management
2622
Cubic Asset Management
Massachusetts
$306M -$59.1M -16% 13.7% 40.5% 177 12.99% 3.7
Caledonia Investments plc (UK)
2623
Caledonia Investments plc (UK)
United Kingdom
$306M -$78.1M -20% 11.4% 61.9% 14 14.29% 3
Eubel Brady & Suttman Asset Management
2624
Eubel Brady & Suttman Asset Management
Ohio
$305M -$32.5M -10% 13.5% 40.2% 74 12.16% 3.4
Nadler Financial Group
2625
Nadler Financial Group
Illinois
$305M -$64.9M -18% 13.8% 81.8% 90 15.56% 3.8