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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)
VCM
2426
Vivaldi Capital Management
Illinois
$330M – – 6.11% 69.2% 156 – 0
RPGK
2427
Retirement Planning Group (Kansas)
Kansas
$329M +$16.2M +5% 4.24% 54.7% 53 3.77% 3.1
Cubic Asset Management
2428
Cubic Asset Management
Massachusetts
$329M +$5.1M +2% 3.63% 40.5% 178 7.87% 2.5
EVM
2429
Evelyn V. Moreno
$329M +$51.5M +19% 5.11% 39.4% 71 7.04% 2.7
Van Cleef Asset Management
2430
Van Cleef Asset Management
Ohio
$329M +$15.7M +5% 6.45% 104% 103 8.74% 3.2
Lenox Wealth Advisors
2431
Lenox Wealth Advisors
New York
$328M +$18M +6% 5.6% 35.7% 123 41.46% 2.1
United Asset Strategies
2432
United Asset Strategies
New York
$328M +$21.4M +7% 4.92% 94.6% 160 16.25% 1.9
First American Trust
2433
First American Trust
California
$328M +$4.48M +1% 5.14% 84.6% 112 8.04% 2.2
NWAM LLC
2434
NWAM LLC
Washington
$328M +$26.3M +9% 5.6% 112% 325 16.62% 1.6
Hillman Company
2435
Hillman Company
Pennsylvania
$328M +$40.3M +14% 11.6% 134% 17 17.65% 1.3
Shelter Mutual Insurance
2436
Shelter Mutual Insurance
Missouri
$326M +$1.31M +0.4% 4.39% 51.2% 43 4.65% 3.2
Muhlenkamp & Co
2437
Muhlenkamp & Co
Pennsylvania
$326M +$9.46M +3% 6.39% 107% 90 23.33% 1.4
Intrinsic Edge Capital Management
2438
Intrinsic Edge Capital Management
Illinois
$325M +$90.2M +38% 12.3% 283% 195 72.31% 0.1
Colonial Trust Advisors
2439
Colonial Trust Advisors
South Carolina
$325M +$15.2M +5% 5.77% 80% 133 9.02% 3
American Assets Inc
2440
American Assets Inc
California
$325M -$5.1M -2% 1.72% 63.2% 9 77.78% 3.8
Camden National Bank
2441
Camden National Bank
Maine
$324M -$397K -0.1% 3.44% 48.8% 77 12.99% 0.2
PAM
2442
Pagoda Asset Management
New York
$324M +$22.2M +7% 7.62% – 27 51.85% 0.4
Pensionfund Sabic
2443
Pensionfund Sabic
Netherlands
$324M -$11.4M -3% 6.5% 63.6% 234 26.07% 1.2
FAS Wealth Partners
2444
FAS Wealth Partners
Kansas
$324M -$13.6M -4% 4.87% 72.3% 172 13.37% 1.8
CKW Financial Group
2445
CKW Financial Group
Hawaii
$324M +$47.9M +17% 5.75% 62.4% 179 10.61% 2.5
PVG Asset Management
2446
PVG Asset Management
Colorado
$323M +$85.8M +36% 1.42% – 115 58.26% 0.7
SCM
2447
Somerset Capital Management
United Kingdom
$323M -$16.4M -5% 14.1% 7.5% 13 7.69% 1.8
QCI
2448
Quaker Capital Investments
Pennsylvania
$323M +$15.1M +5% 6.11% 107% 28 10.71% 1.8
TD Ameritrade Trust
2449
TD Ameritrade Trust
Colorado
$323M -$32.1M -9% 5.03% 21.7% 45 15.56% 2.7
Finepoint Capital
2450
Finepoint Capital
Massachusetts
$323M +$109M +51% 21.3% 27.4% 6 16.67% 1.9