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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)
Aegon USA Investment Management
2776
Aegon USA Investment Management
Iowa
$312M +$5.99M +2% 9.43% 44.9% 47 12.77% 1
Adventist Health System West
2777
Adventist Health System West
California
$312M +$59.4M +23% 12.2% 60.2% 4 25% 0.3
Omega Fund Management
2778
Omega Fund Management
Massachusetts
$312M +$177M +131% 30.4% 106% 15 20% 2.4
Nicholas Hoffman & Company
2779
Nicholas Hoffman & Company
Georgia
$312M +$20.9M +7% 11.8% 71.9% 196 13.78% 2
Security National Trust
2780
Security National Trust
West Virginia
$312M +$42.3M +16% 13.2% 58.3% 389 9.77% 4.6
SC
2781
Serenity Capital
California
$311M +$52M +20% 32.7% – 9 22.22% 0.8
TRIM
2782
Thompson Rubinstein Investment Management
Oregon
$311M +$39.2M +14% 14.6% 42.8% 79 5.06% 4.9
St Louis Trust
2783
St Louis Trust
Missouri
$311M +$34.4M +12% 12.2% 71.4% 78 5.13% 2.3
Buffington Mohr McNeal
2784
Buffington Mohr McNeal
Idaho
$311M +$61.8M +25% 15.7% 29.3% 365 69.32% 0.9
Monroe Bank & Trust
2785
Monroe Bank & Trust
Michigan
$310M +$11.3M +4% 9.43% 24.7% 109 9.17% 4.3
Jump Trading
2786
Jump Trading
Illinois
$310M -$964M -76% 13.4% 44% 716 94.41% 0.1
HA
2787
Harbor Advisors
Florida
$310M +$53.1M +21% 20.6% 125% 173 11.56% 1.7
Eos Management LP
2788
Eos Management LP
New York
$310M +$27.2M +10% 11.5% 149% 28 10.71% 3.8
Golden Gate Private Equity
2789
Golden Gate Private Equity
California
$310M -$70.2M -18% 3.07% 8.72% 25 8% 1.9
Trustees of General Electric Pension Trust
2790
Trustees of General Electric Pension Trust
Connecticut
$310M +$75M +32% 37.2% 184% 1 0% 2.3
Yorktown Management & Research Company
2791
Yorktown Management & Research Company
Virginia
$310M +$7.87M +3% 12.1% 211% 362 29.28% 1.4
Covenant Multifamily Offices
2792
Covenant Multifamily Offices
Texas
$309M +$47.5M +18% 12.8% 38.3% 226 76.99% 0.3
J.P. Marvel Investment Advisors
2793
J.P. Marvel Investment Advisors
Massachusetts
$309M +$31.4M +11% 12.8% 183% 78 2.56% 4.3
Biltmore Capital Advisors
2794
Biltmore Capital Advisors
New Jersey
$308M +$215M +231% 12.7% 80.4% 90 94.44% 0
Legacy Advisors
2795
Legacy Advisors
Pennsylvania
$308M +$176M +134% 12.5% – 408 73.53% 0.5
Dillon & Associates
2796
Dillon & Associates
Michigan
$308M +$45.3M +17% 18.7% 117% 67 4.48% 4.4
Alta Park Capital
2797
Alta Park Capital
California
$308M +$95.1M +45% 33.5% 1,071% 31 41.94% 1
CLCM
2798
Crawford Lake Capital Management
New Jersey
$308M +$101M +49% 60.5% 571% 74 97.3% 0
Ascent Wealth Partners
2799
Ascent Wealth Partners
New York
$307M +$51.2M +20% 13.9% 105% 142 19.72% 3.1
PWW
2800
Pettyjohn Wood & White
Virginia
$307M +$34.3M +13% 11.8% 70.9% 142 2.11% 4.1