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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)
Greatmark Investment Partners
2726
Greatmark Investment Partners
Georgia
$224M +$3.15M +1% 1.24% 62% 92 6.52% 2.4
American Financial Group Inc 401(K) Retirement & Savings Plan
2727
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$224M +$8.1M +4% 5.06% 17.8% 1 0% 3
Northern Capital Management (Wisconsin)
2728
Northern Capital Management (Wisconsin)
Wisconsin
$224M -$399K -0.2% 1.42% 12.8% 146 10.96% 1.8
Strategic Point Investment Advisors
2729
Strategic Point Investment Advisors
Rhode Island
$224M +$1.3M +0.6% 2.48% 51.9% 13 23.08% 1.6
LA
2730
Lynch & Associates
Indiana
$224M +$13.5M +6% 4.13% 73.5% 112 1.79% 2.5
Lexington Advisors
2731
Lexington Advisors
New York
$224M -$30M -12% 4.84% 27% 5 0% 0.5
JCF III AIV I
2732
JCF III AIV I
New York
$224M +$6.17M +3% 2.84% – 1 0% 0.5
NorthRock Partners
2733
NorthRock Partners
Minnesota
$223M +$30.8M +16% 2.98% 62.8% 53 18.87% 0.9
Amarillo National Bank
2734
Amarillo National Bank
Texas
$223M +$84.6M +61% 1.13% 63.5% 76 10.53% 2.3
Patton Albertson Miller Group
2735
Patton Albertson Miller Group
Tennessee
$223M +$24.8M +13% 1.87% 117% 132 15.91% 2.1
Probity Advisors
2736
Probity Advisors
Texas
$223M – – 2.41% 61.7% 131 – 0
Stratford Consulting
2737
Stratford Consulting
Texas
$222M +$9.28M +4% 3.02% 8.23% 59 6.78% 2.5
Kays Financial Advisory
2738
Kays Financial Advisory
Georgia
$222M +$19.3M +10% 2.73% 23.3% 66 7.58% 1.7
Verus Financial Partners
2739
Verus Financial Partners
Virginia
$222M +$5.26M +2% 2.12% 41.6% 50 12% 2.3
Blue Chip Partners
2740
Blue Chip Partners
Michigan
$222M +$16.6M +8% 3.56% 81.2% 119 5.04% 1.3
Tealwood Asset Management
2741
Tealwood Asset Management
Minnesota
$222M -$1.07M -0.5% 5.21% 128% 91 21.98% 1.8
Mittleman Investment Management
2742
Mittleman Investment Management
New York
$222M +$8.18M +4% 1.32% 11.6% 8 12.5% 2.4
Exencial Wealth Advisors
2743
Exencial Wealth Advisors
Oklahoma
$222M +$9.49M +4% 2.55% 58% 172 22.67% 1.4
GIM
2744
Greystone Investment Management
Ohio
$221M -$14.3M -6% 0.65% 32.8% 62 22.58% 1.8
CCC
2745
Chelsea Counsel Company
California
$221M -$89.4M -29% 5.64% 106% 129 28.68% 2.5
FRG Family Wealth Advisors
2746
FRG Family Wealth Advisors
Washington
$221M +$12.3M +6% 4.16% 76.4% 124 4.84% 0.5
LHC
2747
Levy Harkins & Co
New York
$221M -$14.7M -6% 0.58% 62.9% 20 5% 2.5
Pacific Ridge Capital Partners
2748
Pacific Ridge Capital Partners
Oregon
$221M -$2.51M -1% 5.15% 149% 158 12.03% 1.8
AGF Investments America
2749
AGF Investments America
Ontario, Canada
$221M +$85M +63% 5.83% 72.1% 71 57.75% 0.8
Hanson & Doremus Investment Management
2750
Hanson & Doremus Investment Management
Vermont
$221M -$554K -0.3% 2.21% 86.3% 487 10.68% 2.3