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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)
City Holding Co
2601
City Holding Co
West Virginia
$667M +$46.3M +7% 10.2% 89.2% 500 5% 6.3
RIA
2602
RPG Investment Advisory
California
$666M +$52.1M +8% 20.5% 186% 88 7.95% 4.3
Nexpoint Asset Management
2603
Nexpoint Asset Management
Texas
$666M +$1.57M +0.2% 8.55% 253% 114 62.28% 1.2
Financial Planning & Information Services
2604
Financial Planning & Information Services
Wisconsin
$666M +$31.3M +5% 4.61% 13% 89 8.99% 5
MG
2605
Magnolia Group
Nebraska
$664M -$14.5M -2% 0.9% 11.4% 11 0% 3.5
Moloney Securities Asset Management
2606
Moloney Securities Asset Management
Missouri
$664M +$33.9M +5% 8.95% 86% 514 20.43% 3.2
Quadratic Capital Management
2607
Quadratic Capital Management
Connecticut
$663M -$138M -17% 0.2% 0.6% 2 0% 2.9
Koch Industries
2608
Koch Industries
Kansas
$662M -$226M -25% 24.3% 56.9% 8 12.5% 2.1
Evermay Wealth Management
2609
Evermay Wealth Management
Virginia
$662M +$121M +22% 7.61% 61.1% 741 26.32% 2.9
Alaska Wealth Advisors
2610
Alaska Wealth Advisors
Alaska
$662M +$61.2M +10% 4.83% 44.3% 141 24.11% 1.9
Valley National Advisers
2611
Valley National Advisers
Pennsylvania
$662M +$31.6M +5% 7.32% 87.2% 1,311 17.09% 3.7
CF
2612
Clarity Financial
Texas
$661M +$84.5M +15% 7.68% 56.8% 132 24.24% 1
Thompson Investment Management
2613
Thompson Investment Management
Wisconsin
$661M +$39.7M +6% 7.1% 100% 537 21.6% 2.6
CL
2614
CIM LLC
New York
$661M +$18.8M +3% 16.7% 108% 156 5.13% 3.7
Security National Bank
2615
Security National Bank
Nebraska
$661M +$218M +49% 15.3% 125% 328 20.12% 1.6
HCR Wealth Advisors
2616
HCR Wealth Advisors
California
$659M +$26.3M +4% 7.98% 107% 232 15.52% 3.3
Perennial Investment Advisors
2617
Perennial Investment Advisors
California
$659M +$55.3M +9% 10.5% 84.3% 385 18.44% 1.9
FDx Advisors
2618
FDx Advisors
Illinois
$659M -$634M -49% 7.94% 73.2% 675 49.33% 5.6
Night Owl Capital Management
2619
Night Owl Capital Management
Connecticut
$659M +$259M +65% 19% 162% 30 20% 3.8
Fidelis Capital Partners
2620
Fidelis Capital Partners
Florida
$659M +$206M +46% 11.9% 115% 391 18.93% 0.7
Avitas Wealth Management
2621
Avitas Wealth Management
California
$658M +$60.3M +10% 13% 56.2% 209 8.13% 2.7
Auxier Asset Management
2622
Auxier Asset Management
Oregon
$657M +$39.3M +6% 8.69% 71.7% 176 3.98% 7.4
Polunin Capital Partners
2623
Polunin Capital Partners
United Kingdom
$657M +$123M +23% 7.18% 268% 30 30% 1.3
Spirepoint Private Client
2624
Spirepoint Private Client
Florida
$657M – – 5.85% – 201 – 0
NTV Asset Management
2625
NTV Asset Management
West Virginia
$656M +$62.5M +11% 10.4% 110% 256 6.64% 6.1