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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
AG
2251
Algert Global
California
$424M -$13.8M -3% 7.46% 141% 392 46.68%
MG
2252
Magnolia Group
Nebraska
$422M +$146M +53% 61.8% 8.9% 10 20%
TFA
2253
Toth Financial Advisory
Virginia
$422M +$26M +7% 7.44% 82.5% 446 68.39%
IMOV
2254
Investment Management of Virginia
Virginia
$422M -$3.88M -0.9% 3.52% 93.4% 145 4.83%
OH
2255
Overlook Holdings
British Virgin Islands
$421M -$62.4M -13% 21.1% 2 0%
ASP
2256
Adams Street Partners
Illinois
$421M +$29.7M +8% 9.51% 352% 15 60%
EFS
2257
Essex Financial Services
Connecticut
$421M +$13.4M +3% 5.2% 73.2% 300 11.33%
UFF
2258
USA Financial Formulas
Michigan
$420M +$845K +0.2% 9.76% 78% 375 69.33%
BWM
2259
BerganKDV Wealth Management
Minnesota
$420M +$20M +5% 3.95% 27.9% 210 12.86%
VCA
2260
Verdence Capital Advisors
Maryland
$420M 6.89% 75.2% 291
SFSG
2261
Stearns Financial Services Group
North Carolina
$419M +$20.6M +5% 5.23% 26.1% 134 8.96%
BAM
2262
Bell Asset Management
Australia
$418M 7.81% 29.1% 63
QCMC
2263
Quantum Capital Management (California)
California
$418M -$5.2M -1% 5.1% 53.7% 228 21.49%
BPCM
2264
Beach Point Capital Management
California
$418M -$15M -3% 5.24% 110% 31 29.03%
EA
2265
Evanston Advisors
Illinois
$418M +$1.9M +0.5% 5.81% 16% 70 11.43%
11A
2266
10-15 Associates
New York
$418M +$21.7M +5% 5.48% 33% 104 6.73%
VMI
2267
VHCP Management II
New York
$417M +$55.3M +15% 39.4% 2,334% 24 37.5%
SRFM
2268
Shannon River Fund Management
New York
$417M +$111M +36% 4.58% 337% 40 50%
LWMT
2269
Legacy Wealth Management (Tennessee)
Tennessee
$416M +$22.7M +6% 5.97% 46.9% 12 25%
CF
2270
CNA Financial
Illinois
$416M +$18.9M +5% 6.75% 50.5% 174 12.07%
SFG
2271
SNS Financial Group
Minnesota
$415M +$25.2M +6% 4.82% 41.8% 187 17.11%
SHCM
2272
Stokes & Hubbell Capital Management
Louisiana
$415M +$29M +8% 6.25% 31.2% 117 3.42%
CBT
2273
Central Bank & Trust
Kentucky
$415M +$12.3M +3% 6.88% 110% 274 6.57%
KF
2274
Krilogy Financial
Missouri
$414M +$22.5M +6% 3.46% 71.9% 883 14.61%
SWM
2275
Segment Wealth Management
Texas
$414M +$36.8M +10% 6.62% 102% 217 12.9%