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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
$400M +$35.2M +10% 8.39% 79% 868 11.29%
EWA
2602
Evolution Wealth Advisors
Florida
$399M +$190M +90% 20.7% 84.5% 725 48.14%
CFFP
2603
Center for Financial Planning
Michigan
$399M 5.65% 57.5% 472
TAMH
2604
Taikang Asset Management (HK)
Hong Kong
$399M -$525M -57% 19.7% 172% 78 8.97%
LC
2605
Lodbrok Capital
United Kingdom
$399M +$36.8M +10% 0% 25.9% 5 0%
KJHP
2606
K.J. Harrison & Partners
Ontario, Canada
$398M +$38.6M +11% 7.21% 140% 204 26.47%
PC
2607
Permanens Capital
New York
$398M +$40.7M +11% 7.09% 76.9% 149 41.61%
VIMU
2608
Veritas Investment Management (UK)
United Kingdom
$398M +$35.5M +10% 13.5% 151% 38 5.26%
BRF
2609
B. Riley Financial
California
$398M +$127M +47% 33.2% 682% 63 60.32%
GP
2610
Greenline Partners
New York
$398M +$48.8M +14% 10.9% 69.6% 93 20.43%
FEG
2611
Financial Enhancement Group
Indiana
$397M +$26.6M +7% 5.03% 57.5% 315 20%
KHCM
2612
Kettle Hill Capital Management
New York
$397M -$24.1M -6% 7.38% 37.4% 43 67.44%
GKWIM
2613
Gerber Kawasaki Wealth & Investment Management
California
$397M +$48.2M +14% 11.7% 91.5% 142 15.49%
LJAC
2614
L.J. Altfest & Co
New York
$397M +$9.04M +2% 4.19% 90.3% 205 18.05%
SCM
2615
SOL Capital Management
Maryland
$396M +$30.2M +8% 9.58% 56.6% 248 10.48%
CWS
2616
Cypress Wealth Services
California
$396M +$31.9M +9% 7.22% 71.8% 266 7.52%
NI
2617
NFC Investments
Tennessee
$396M +$26.3M +7% 11.1% 41 4.88%
CCM
2618
Castine Capital Management
Massachusetts
$396M +$29.9M +8% 11.9% 13.9% 47 27.66%
AIM
2619
Arcadia Investment Management
Michigan
$395M +$29.7M +8% 7.89% 83.5% 299 7.36%
PC
2620
Passport Capital
California
$394M +$329M +506% 7.29% 40.2% 9 88.89%
AWM
2621
Absher Wealth Management
North Carolina
$394M 7.44% 54.5% 72
CAG
2622
Csenge Advisory Group
Florida
$394M +$28.9M +8% 6.3% 66.3% 318 25.79%
RFM
2623
Royal Fund Management
Florida
$393M +$34.4M +10% 6.35% 92.4% 746 13.4%
WEC
2624
Winslow Evans & Crocker
Massachusetts
$393M +$34.5M +10% 9.17% 76.2% 1,179 6.53%
NAM
2625
NTV Asset Management
West Virginia
$393M +$41.3M +12% 8.12% 97.8% 192 13.02%