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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
PAM
2601
Paradigm Asset Management
New York
$310M -$49.6M -14% 8.91% 73.8% 452 19.03%
HWA
2602
HCR Wealth Advisors
California
$310M +$2.56M +0.8% 12.3% 91% 176 20.45%
NIT
2603
NumerixS Investment Technologies
British Columbia, Canada
$309M -$223M -42% 16.4% 24.6% 1,568 58.99%
1M
2604
13D Management
New York
$309M -$53.6M -15% 14.3% 157% 35 28.57%
AEPG
2605
American Economic Planning Group
New Jersey
$309M +$27.3M +10% 10.1% 25.9% 87 27.59%
EWM
2606
Evermay Wealth Management
Virginia
$309M -$11.5M -4% 12.1% 56.2% 155 21.29%
VAG
2607
VisionPoint Advisory Group
Texas
$309M 7.33% 74.2% 105
NAM
2608
NTV Asset Management
West Virginia
$309M -$61.6M -17% 11.6% 97.8% 184 5.43%
VNA
2609
Valley National Advisers
Pennsylvania
$308M +$19.7M +7% 10.6% 79% 877 22.92%
SFWA
2610
Summit Financial Wealth Advisors
Louisiana
$308M -$26.4M -8% 10.9% 61.5% 152 23.68%
ECM
2611
Exchange Capital Management
Michigan
$308M -$36.9M -11% 12% 57.8% 308 58.12%
AUB
2612
Atlantic Union Bankshares
Virginia
$307M -$24.8M -7% 8.02% 78.9% 138 13.77%
QF
2613
QVT Financial
New York
$307M -$80.7M -21% 4.42% 267% 61 29.51%
AUIM
2614
Aegon USA Investment Management
Iowa
$306M -$28.7M -9% 9.84% 39.9% 51 19.61%
NI
2615
NFC Investments
Tennessee
$306M -$5.59M -2% 14.3% 44 20.45%
VIMU
2616
Veritas Investment Management (UK)
United Kingdom
$306M -$56.5M -16% 10.7% 151% 35 0%
OFG
2617
Oxford Financial Group
Indiana
$306M +$91.5M +43% 13.2% 77.2% 42 23.81%
CHC
2618
City Holding Co
West Virginia
$306M -$42.4M -12% 10.6% 81.3% 544 9.38%
MCM
2619
Moerus Capital Management
New York
$306M 8.63% 220% 16
CAM
2620
Cubic Asset Management
Massachusetts
$306M -$59.1M -16% 13.7% 40.5% 177 12.99%
CIPU
2621
Caledonia Investments plc (UK)
United Kingdom
$306M -$78.1M -20% 11.4% 48.7% 14 14.29%
FFWA
2622
FRG Family Wealth Advisors
Washington
$306M -$58.8M -16% 11.1% 76.4% 142 10.56%
EBSAM
2623
Eubel Brady & Suttman Asset Management
Ohio
$305M -$32.5M -10% 13.5% 40.2% 74 12.16%
NFG
2624
Nadler Financial Group
Illinois
$305M -$64.9M -18% 13.8% 72.4% 90 15.56%
PJSIMP
2625
P.J. Schmidt Investment Management (PJS)
Wisconsin
$305M -$48.3M -14% 10.8% 65.9% 139 7.19%