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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)
Aviance Capital Partners
2626
Aviance Capital Partners
Florida
$296M -$14.8M -5% 3.69% 98.2% 214 8.41% 2.7
Rampart Investment Management
2627
Rampart Investment Management
Connecticut
$296M +$17.8M +6% 4.57% 74% 530 4.91% 0.6
Cornerstone Advisory
2628
Cornerstone Advisory
Maryland
$296M -$3.3M -1% 3.48% 53.5% 145 6.9% 1.1
Fusion Family Wealth
2629
Fusion Family Wealth
New York
$295M +$3.36M +1% 3.73% 58.2% 325 43.08% 0.5
Radnor Capital Management
2630
Radnor Capital Management
Pennsylvania
$295M $0 0% 2.28% 96.9% 173 0% 0.7
Jacobi Capital Management
2631
Jacobi Capital Management
Pennsylvania
$295M +$36.6M +14% 3.92% 76.6% 964 14.21% 0.8
FAG
2632
Financial Advisory Group
Texas
$295M -$1.92M -0.6% 2.8% 20.6% 64 9.38% 2.8
Sand Grove Capital Management
2633
Sand Grove Capital Management
United Kingdom
$295M -$270M -48% 1.26% 410% 16 68.75% 0.4
Morgan Dempsey Capital Management
2634
Morgan Dempsey Capital Management
Wisconsin
$295M +$19.8M +7% 5.08% 52.1% 160 10.63% 3.2
SGH
2635
Sivik Global Healthcare
Connecticut
$294M +$20.7M +8% 6.38% 83.8% 92 46.74% 1
Periscope Capital
2636
Periscope Capital
Ontario, Canada
$294M +$24.9M +9% 0.64% 28.8% 120 43.33% 0.3
JCIC Asset Management
2637
JCIC Asset Management
Ontario, Canada
$294M +$3.16M +1% 7.84% – 70 28.57% 2
PAM
2638
Pagoda Asset Management
New York
$293M -$979K -0.3% 8.29% – 21 38.1% 0.5
FRG Family Wealth Advisors
2639
FRG Family Wealth Advisors
Washington
$293M +$18.7M +7% 6.23% 76.4% 140 4.29% 1.5
Private Capital Advisors
2640
Private Capital Advisors
Connecticut
$293M -$16.3M -5% 5.37% 132% 137 26.28% 2.6
Valley National Advisers
2641
Valley National Advisers
Pennsylvania
$293M +$14.4M +5% 1.94% 87.2% 736 11.14% 1.9
American Financial Group Inc 401(K) Retirement & Savings Plan
2642
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$293M +$6.28M +2% 4.11% 17.8% 1 0% 4.3
NFC Investments
2643
NFC Investments
Tennessee
$291M +$9.22M +3% 6.44% – 45 6.67% 2.7
Lenox Wealth Management
2644
Lenox Wealth Management
Ohio
$291M +$44.4M +18% 4.08% 24.7% 534 13.11% 1.2
PA
2645
Paracle Advisors
Washington
$291M +$27.2M +10% 3.52% 30.9% 49 14.29% 1.7
Amarillo National Bank
2646
Amarillo National Bank
Texas
$291M +$5.22M +2% 2.64% 63.5% 85 10.59% 2.9
K.J. Harrison & Partners
2647
K.J. Harrison & Partners
Ontario, Canada
$291M +$35.7M +14% 4.61% 140% 195 31.79% 1.5
IIA
2648
IPG Investment Advisors
California
$290M +$41.5M +17% 6.72% 106% 168 34.52% 1.5
TIM
2649
Total Investment Management
Arizona
$290M -$12.3M -4% 3.88% 44.4% 41 17.07% 0.6
Empirical Finance
2650
Empirical Finance
Pennsylvania
$290M +$29.7M +11% 6.18% 124% 168 39.88% 0.4