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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)
ELC
1501
Edgar Lomax Company
Virginia
$1.54B -$74.4M -5% 1.89% 66.2% 65 3.08% 4.6
EA
1502
Efficient Advisors
Ohio
$1.54B -$17.3M -1% 0.58% 30.6% 68 2.94% 6.3
BCM
1503
Basswood Capital Management
New York
$1.54B -$174M -10% 2.11% 111% 103 17.48% 4.9
HVCM
1504
HG Vora Capital Management
New York
$1.54B -$205M -12% 3.87% 42.6% 13 23.08% 2.5
APSPRSPT
1505
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.53B – – 0.98% – 9 – 0
RIA
1506
Regal Investment Advisors
Michigan
$1.53B +$69.9M +5% 1.8% 64.7% 618 13.59% 2.3
KOCAA
1507
Knights of Columbus Asset Advisors
Connecticut
$1.53B +$151M +11% 2.62% 137% 424 18.63% 2
VWA
1508
Visionary Wealth Advisors
Illinois
$1.53B +$48.2M +3% 1.85% 69.4% 520 10.19% 2.4
MLL
1509
Moody Lynn & Lieberson
Massachusetts
$1.53B +$40.2M +3% 7.09% 142% 251 12.35% 4.7
LLL
1510
Lynrock Lake LP
New York
$1.53B -$343M -18% 2.86% 21.2% 28 10.71% 2.1
BCP
1511
BSN Capital Partners
United Kingdom
$1.53B +$178M +13% 12% 168% 8 50% 0.4
Pine Valley Investments
1512
Pine Valley Investments
New Jersey
$1.53B +$37.9M +3% 3.58% 93.9% 525 11.62% 0.9
ESBC
1513
E.S. Barr & Co
Kentucky
$1.52B -$10.2M -0.7% 2.33% 73.5% 95 7.37% 6.8
First National Bank of Omaha
1514
First National Bank of Omaha
Nebraska
$1.52B +$56.1M +4% 1.97% 70.9% 336 16.67% 6
SHIM
1515
Spruce House Investment Management
New York
$1.52B +$128M +9% 19.9% 863% 11 9.09% 3.8
RMA
1516
Roffman Miller Associates
Pennsylvania
$1.52B +$22.8M +2% 1.96% 68.9% 78 5.13% 7.2
MUFG Securities (Canada)
1517
MUFG Securities (Canada)
New York
$1.52B +$726M +92% 4.89% – 42 0% 0.5
MSR
1518
Main Street Research
Connecticut
$1.52B +$45.2M +3% 7.93% 232% 112 12.5% 4.5
OFG
1519
Oxford Financial Group
Indiana
$1.52B +$75.1M +5% 4.12% 77.2% 336 23.21% 2.6
CFA
1520
Capstone Financial Advisors
Illinois
$1.51B +$26.6M +2% 1.09% 54.5% 162 9.26% 4
BHWM
1521
Bar Harbor Wealth Management
New Hampshire
$1.51B +$13.5M +0.9% 2.69% 79.2% 265 3.77% 6.5
MFAM
1522
Motley Fool Asset Management
Virginia
$1.51B -$37.4M -2% 4.74% 117% 225 10.67% 2.7
OA
1523
Oak Associates
Ohio
$1.51B +$64.9M +4% 7.21% 152% 135 2.22% 5.8
EverSource Wealth Advisors
1524
EverSource Wealth Advisors
Alabama
$1.51B +$234M +18% 1.85% 89.7% 3,190 12.92% 1.5
FIB
1525
First Interstate Bank
Montana
$1.51B +$61.8M +4% 0.76% 48.2% 177 8.47% 4.8