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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
SNT
2401
Security National Trust
West Virginia
$274M +$28.3M +11% 4.97% 58.3% 545 11.19%
SFM
2402
Signet Financial Management
New Jersey
$274M 4.25% 65.2% 161
GIA
2403
Gargoyle Investment Advisor
New Jersey
$273M +$9M +3% 6.59% 34.5% 171 32.16%
EWM
2404
Edge Wealth Management
New York
$273M +$13.1M +5% 0.44% 61.6% 475 26.53%
PVI
2405
Pura Vida Investments
New York
$272M 18.7% 26.8% 71
EVM
2406
Evelyn V. Moreno
$272M +$11.2M +4% 5.44% 39.4% 76 5.26%
AA
2407
Apriem Advisors
California
$271M +$9.65M +4% 2.99% 62% 632 16.46%
LOCB
2408
Lombard Odier & Cie (Bahamas)
Bahamas
$271M -$9.52M -3% 1.93% 97 12.37%
SCA
2409
Signpost Capital Advisors
New York
$271M +$28.8M +12% 9.89% 24.7% 18 27.78%
ARMC
2410
American Research & Management Company
Massachusetts
$271M -$6.32M -2% 2.01% 35.1% 398 11.56%
EAM
2411
Evanson Asset Management
California
$271M +$25.4M +10% 0.24% 66.6% 215 25.12%
VCAM
2412
Van Cleef Asset Management
Ohio
$270M +$26.7M +11% 3.59% 81.1% 115 16.52%
GA
2413
Giralda Advisors
New York
$270M -$2.48M -0.9% 3.85% 36.8% 10 0%
RI
2414
RTW Investments
New York
$270M 22.1% 384% 21
BP
2415
Berkshire Partners
Massachusetts
$270M -$110M -29% 6.52% 75.2% 1 0%
FAT
2416
First American Trust
California
$270M +$701K +0.3% 6.03% 75.4% 109 23.85%
NCM
2417
Nelson Capital Management
California
$270M +$4.87M +2% 4.56% 121% 337 11.28%
UBWV
2418
United Bank (West Virginia)
West Virginia
$270M +$5.26M +2% 4.03% 22.5% 124 10.48%
PRC
2419
Platte River Capital
Colorado
$269M -$118M -30% 5.81% 205 34.15%
BI
2420
Bulldog Investors
New Jersey
$269M +$23.9M +10% 3.46% 20.9% 78 46.15%
LCM
2421
Lucas Capital Management
New Jersey
$269M -$56.5M -17% 12.1% 44.5% 151 13.25%
CW
2422
Cabot-Wellington
Massachusetts
$269M -$222K -0.1% 0.39% 65% 45 8.89%
IB
2423
Intrust Bank
Kansas
$269M +$10.3M +4% 3.64% 79.5% 278 16.19%
AIS
2424
AlphaOne Investment Services
Pennsylvania
$269M -$43.1M -14% 11.9% 77.1% 119 28.57%
ACP
2425
Aviance Capital Partners
Florida
$268M +$3.35M +1% 4.8% 83.6% 260 20%