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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
KFI
3451
Key Financial Inc
Pennsylvania
$611M +$48.8M +9% 11.2% 55.5% 1,466 12.41%
IQI
3452
Integrated Quantitative Investments
Washington
$610M +$59.2M +11% 32.6% 546 61.17%
AC
3453
Addison Capital
Pennsylvania
$610M +$48.2M +9% 8.84% 59.7% 189 6.35%
GSAM
3454
Grant Street Asset Management
Pennsylvania
$610M +$91.3M +18% 9.35% 41.6% 105 20.95%
CCA
3455
Childress Capital Advisors
Texas
$610M +$55.4M +10% 17.9% 101% 425 22.59%
FF
3456
Francis Financial
$610M +$70.9M +13% 11% 56.2% 138 19.57%
PDL
3457
Portfolio Design Labs
California
$610M +$47.7M +8% 21% 243 11.11%
GC
3458
Gibson Capital
Pennsylvania
$610M +$72.3M +13% 13.7% 60.4% 98 15.31%
MWM
3459
Mattern Wealth Management
Kansas
$609M +$96.5M +19% 11.2% 54% 191 21.47%
SAM
3460
Sompo Asset Management
Japan
$609M +$64.5M +12% 18.3% 84.7% 183 4.92%
CWA
3461
Crusonia Wealth Advisors
Colorado
$609M +$124M +26% 12.4% 243 23.46%
SP
3462
Summit Partners
Massachusetts
$609M -$61.2M -9% 18.9% 13.7% 7 28.57%
EA
3463
Ellsworth Advisors
Ohio
$609M +$76.3M +14% 18.2% 123% 203 29.56%
DIM
3464
Delta Investment Management
California
$608M +$48.9M +9% 12.7% 65.8% 327 26.91%
MCM
3465
Mason Capital Management
New York
$607M -$5.83M -1% 6.57% 18.5% 9 22.22%
CM
3466
Conifer Management
New York
$607M +$82.8M +16% 1.59% 22.7% 7 28.57%
SCM
3467
SKBA Capital Management
California
$606M -$122M -17% 4.29% 53.9% 80 2.5%
NPPM
3468
North Point Portfolio Managers
Ohio
$606M +$44.6M +8% 12.9% 67.2% 82 10.98%
SFCM
3469
Seven Fleet Capital Management
California
$606M +$288M +90% 32.7% 138 47.1%
BFC
3470
Banc Funds Company
Illinois
$605M +$68.3M +13% 11.6% 69% 102 14.71%
VV
3471
Verbena Value
Connecticut
$605M -$5.69M -0.9% 1.54% 33 27.27%
RCM
3472
Requisite Capital Management
Texas
$605M +$68.3M +13% 10.4% 41% 139 25.18%
V
3473
VeraBank
Texas
$604M +$58.1M +11% 11.9% 60.6% 180 11.11%
EFL
3474
ERn Financial LLC
Wisconsin
$604M +$72.5M +14% 12.2% 55.9% 166 12.65%
SCM
3475
Sio Capital Management
New York
$604M -$93M -13% 10.6% 564% 92 53.26%