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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
MAA
2201
Matrix Asset Advisors
New York
$906M -$9.35M -1% 1.46% 76.9% 116 14.66%
VFA
2202
Voya Financial Advisors
Connecticut
$906M -$13.1M -1% 0.46% 36.1% 237 14.35%
FPCP
2203
Fort Point Capital Partners
California
$906M -$11.9M -1% 2.81% 53.4% 333 18.02%
KIA
2204
Knollwood Investment Advisory
Maryland
$905M -$51.2M -5% 2.97% 117% 363 4.68%
MIM
2205
Miller Investment Management
Pennsylvania
$904M -$9.65M -1% 0.21% 54% 102 6.86%
DCM
2206
Dupont Capital Management
Delaware
$903M -$170M -16% 3.4% 89.7% 118 5.08%
NFG
2207
Nadler Financial Group
Illinois
$903M -$46.6M -5% 3.63% 64.4% 133 10.53%
GPGA
2208
Grandeur Peak Global Advisors
Utah
$902M -$225M -20% 9.97% 80% 131 18.32%
GHC
2209
Graham Holdings Company
Virginia
$901M +$48.6M +6% 7.78% 96.9% 5 0%
HIC
2210
Harvey Investment Company
Kentucky
$901M +$34.9M +4% 5.53% 48.4% 103 2.91%
ANBT
2211
American National Bank & Trust
Texas
$901M +$5.31M +0.6% 0.19% 95.1% 665 32.18%
FWP
2212
Falcon Wealth Planning
California
$900M +$2.72M +0.3% 2.04% 52.7% 174 13.79%
CFFNO
2213
Common Fund For Nonprofit Organizations
Connecticut
$899M +$11.3M +1% 4.07% 70.2% 25 20%
WFA
2214
Wellspring Financial Advisors
Ohio
$899M -$58.3M -6% 1.51% 77.2% 151 10.6%
RFM
2215
Royal Fund Management
Florida
$899M -$173M -16% 1.09% 92.4% 363 30.03%
LCM
2216
LVM Capital Management
Michigan
$898M -$31.7M -3% 1.74% 107% 165 14.55%
SGK
2217
Steigerwald Gordon & Koch
Virginia
$896M +$11.1M +1% 1.92% 59.5% 128 9.38%
WA
2218
WFM Asia
British Virgin Islands
$896M -$25.2M -3% 18.9% 14.1% 8 25%
WM
2219
WS Management
Florida
$896M -$182M -17% 6.11% 164% 58 44.83%
NOSC
2220
North of South Capital
United Kingdom
$895M +$71.8M +9% 20.6% 22 27.27%
PAG
2221
Private Advisory Group
Washington
$895M +$2.37M +0.3% 5.74% 134% 245 34.69%
TBA
2222
Tower Bridge Advisors
Pennsylvania
$895M -$44M -5% 1.46% 73.6% 211 14.69%
AF
2223
Arrow Financial
New York
$894M -$159M -15% 2.87% 53.2% 170 10.59%
WP
2224
Waycross Partners
Kentucky
$892M +$120M +16% 6.09% 78.9% 67 11.94%
GL
2225
GTCR LLC
Illinois
$892M -$148M -14% 10.5% 10.5% 3 0%