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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)
Thomas J. Herzfeld Advisors
2901
Thomas J. Herzfeld Advisors
Florida
$273M +$15.4M +6% 0.37% 17.7% 329 15.5% 2.3
Night Owl Capital Management
2902
Night Owl Capital Management
Connecticut
$273M +$34.2M +14% 11.2% 162% 30 13.33% 2.2
Lafayette Investments
2903
Lafayette Investments
Maryland
$273M +$5.5M +2% 1.49% 77.9% 79 7.59% 3.6
Noesis Capital Mangement
2904
Noesis Capital Mangement
Florida
$273M +$2.69M +1% 3% 128% 102 9.8% 3.4
Nicholas Hoffman & Company
2905
Nicholas Hoffman & Company
Georgia
$272M +$15.5M +6% 1.75% 65.1% 177 7.34% 1.6
Csenge Advisory Group
2906
Csenge Advisory Group
Florida
$272M -$15.9M -6% 2.44% 66.3% 324 37.35% 0.5
SM
2907
Salzhauer Michael
$272M +$2.05M +0.8% 0.03% 107% 176 8.52% 2.7
NFC Investments
2908
NFC Investments
Tennessee
$272M -$12.6M -4% 0.55% – 41 4.88% 3.2
Strid Group
2909
Strid Group
Pennsylvania
$271M +$1.62M +0.6% 1.43% 50.4% 27 18.52% 1.3
AO
2910
Allen Operations
New York
$271M -$91.2M -25% 3.05% 218% 23 4.35% 3.2
AGF Investments America
2911
AGF Investments America
Ontario, Canada
$271M +$8.25M +3% 0.36% 72.1% 72 4.17% 2.3
Allen Capital Group
2912
Allen Capital Group
Nebraska
$271M +$12.9M +5% 0.87% 56.9% 133 18.05% 0.4
Dillon & Associates
2913
Dillon & Associates
Michigan
$271M +$12M +5% 4.28% 117% 72 9.72% 3.9
Wynnefield Capital
2914
Wynnefield Capital
New York
$271M -$16.6M -6% 7.55% 52.1% 41 24.39% 2.6
Pacific Grove Capital
2915
Pacific Grove Capital
California
$271M -$30.9M -10% 6.99% 9.9% 108 50% 0.4
CX Institutional
2916
CX Institutional
Indiana
$271M – – 1.19% 62.9% 314 – 0
ThornTree Capital Partners
2917
ThornTree Capital Partners
Massachusetts
$271M -$14.4M -5% 2.44% 217% 21 47.62% 0.6
VNBTrust National Association
2918
VNBTrust National Association
Virginia
$271M +$97.9M +57% 7.54% 42.9% 117 10.26% 3.1
Capital Impact Advisors
2919
Capital Impact Advisors
Massachusetts
$270M +$27.2M +11% 15.2% – 130 7.69% 2.1
American Economic Planning Group
2920
American Economic Planning Group
New Jersey
$270M -$3.42M -1% 0.84% 25.9% 86 18.6% 2.2
FFT Wealth Management
2921
FFT Wealth Management
Pennsylvania
$270M +$14.7M +6% 0.5% 65.6% 37 18.92% 1.8
Radnor Capital Management
2922
Radnor Capital Management
Pennsylvania
$270M -$24.4M -8% 3.03% 86.6% 187 12.83% 1.3
Tokio Marine & Nichido Fire Insurance Company
2923
Tokio Marine & Nichido Fire Insurance Company
Japan
$270M +$8.72M +3% 3.18% – 5 20% 2.6
Parkside Financial Bank & Trust
2924
Parkside Financial Bank & Trust
Missouri
$269M +$5.91M +2% 3.44% 73.6% 1,676 14.26% 1.9
Raffa Wealth Management
2925
Raffa Wealth Management
District of Columbia
$269M -$5M -2% 0.69% 35.8% 736 5.16% 1.3