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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)
LVM Capital Management
2226
LVM Capital Management
Michigan
$389M +$27.2M +8% 5.63% 121% 124 12.9% 2.5
SNS Financial Group
2227
SNS Financial Group
Minnesota
$389M +$48.5M +14% 5.62% 54.2% 266 50.75% 1.1
DS
2228
Dalal Street
Texas
$389M +$41.9M +12% 12.9% 92.7% 7 0% 1.6
Bulldog Investors
2229
Bulldog Investors
New Jersey
$388M -$2.53M -0.6% 4.82% 22.5% 95 29.47% 1.2
Needham Investment Management
2230
Needham Investment Management
New York
$388M -$2.94M -0.8% 5.12% 424% 109 10.09% 2.4
VCU Investment Management
2231
VCU Investment Management
Virginia
$388M -$20.3M -5% 4.12% – 6 0% 0.3
RFCA
2232
R&F Capital Advisors
New York
$387M +$104M +37% 5.78% – 915 74.43% 0.1
Twele Capital Management
2233
Twele Capital Management
Minnesota
$387M +$12.5M +3% 2.9% 37.1% 43 2.33% 3.3
PL Capital Advisors
2234
PL Capital Advisors
Florida
$387M +$12.8M +3% 3.32% 100% 33 9.09% 2.3
CC
2235
Carve Capital
Sweden
$387M +$31.7M +9% 14.7% 84.3% 7 14.29% 0.3
AGM
2236
Alpine Global Management
New York
$387M +$173M +81% 10.1% 149% 373 77.75% 0.1
CBT
2237
Central Bank & Trust
Kentucky
$386M +$12.2M +3% 5.89% 118% 358 19.55% 2.4
SC US (TTGP)
2238
SC US (TTGP)
California
$386M +$195M +102% 1.14% 65.2% 8 12.5% 1.2
3AM
2239
3D Asset Management
Connecticut
$386M +$11.3M +3% 4.93% 0.82% 54 12.96% 2.5
Vista Capital Partners
2240
Vista Capital Partners
Oregon
$385M +$17.9M +5% 4.16% 61.2% 56 14.29% 2.6
Shepherd Financial Partners
2241
Shepherd Financial Partners
Massachusetts
$385M +$32.9M +9% 5.73% 78% 112 12.5% 0.2
Estate Counselors
2242
Estate Counselors
Wisconsin
$385M +$23.1M +6% 3.91% 60% 71 15.49% 1.7
SCGE Management
2243
SCGE Management
California
$385M +$84.9M +28% 22.7% 154% 16 37.5% 1.6
Income Research & Management
2244
Income Research & Management
Massachusetts
$385M -$62.8M -14% 0.09% 1.19% 33 0% 2.2
SC
2245
Selz Capital
New York
$384M -$5.18M -1% 8.05% 10.2% 62 27.42% 1.7
NC
2246
Nokomis Capital
Texas
$384M -$74.4M -16% 7.55% 145% 49 36.73% 1.5
Yorktown Management & Research Company
2247
Yorktown Management & Research Company
Virginia
$384M -$10.8M -3% 5.57% 223% 385 17.14% 1.4
ACM
2248
Acertus Capital Management
New Jersey
$383M +$136M +55% 5.46% 23.5% 3 0% 2.3
Regal Investment Advisors
2249
Regal Investment Advisors
Michigan
$383M +$21.6M +6% 4.35% 64.7% 278 16.55% 2.3
J.M. Forbes & Co
2250
J.M. Forbes & Co
Massachusetts
$383M +$19.9M +5% 6.61% 112% 109 6.42% 2.5