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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)
Chatham Capital Group
2451
Chatham Capital Group
Georgia
$372M +$8.45M +2% 1.06% 97% 156 11.54% 3
LSP Investment Advisors
2452
LSP Investment Advisors
New York
$372M +$32.6M +10% 6.8% 79.5% 31 22.58% 0.2
Verity & Verity
2453
Verity & Verity
South Carolina
$372M -$123K -0% 2.41% 90.4% 99 10.1% 2.9
CM
2454
Capital Management
Virginia
$371M +$3.05M +0.8% 0.7% 52.5% 97 12.37% 2.7
Matrix VIII US Management
2455
Matrix VIII US Management
Massachusetts
$371M – – 6.16% – 1 – 1.8
Ion Asset Management
2456
Ion Asset Management
Israel
$370M -$17.7M -5% 18.3% 125% 13 46.15% 1.8
Isthmus Partners
2457
Isthmus Partners
Wisconsin
$370M +$2.65M +0.7% 0% 73.7% 309 16.18% 2.5
Forest Hill Capital
2458
Forest Hill Capital
Arkansas
$369M +$15.3M +4% 2.67% 112% 52 0% 2.7
KLCM Advisors
2459
KLCM Advisors
Wisconsin
$369M -$38.5M -9% 4.96% 122% 97 16.49% 2.5
RPGK
2460
Retirement Planning Group (Kansas)
Kansas
$369M +$2.24M +0.6% 1.22% 54.7% 55 3.64% 3.6
LVZ Inc
2461
LVZ Inc
Michigan
$368M +$30.5M +9% 0.65% 52.9% 83 39.76% 1.8
WBH Advisory
2462
WBH Advisory
Maryland
$368M -$7.1M -2% 1.22% 57.6% 233 7.73% 3.4
SNS Financial Group
2463
SNS Financial Group
Minnesota
$367M -$48M -12% 0.75% 54.2% 185 16.22% 2
Baxter Bros Inc
2464
Baxter Bros Inc
Connecticut
$367M +$1.69M +0.5% 0.99% 73.8% 120 6.67% 3.4
Bulldog Investors
2465
Bulldog Investors
New Jersey
$366M -$1.97M -0.5% 1.54% 22.5% 142 43.66% 0.9
Accredited Investors
2466
Accredited Investors
Minnesota
$366M +$4.55M +1% 0.55% 74% 127 17.32% 2.6
BerganKDV Wealth Management
2467
BerganKDV Wealth Management
Minnesota
$366M -$54.1M -13% 2.15% 27.9% 212 17.45% 1.3
Argent Trust
2468
Argent Trust
Texas
$365M -$8.37M -2% 2.61% 25.8% 206 8.25% 2.2
Ropes Wealth Advisors
2469
Ropes Wealth Advisors
Massachusetts
$365M -$16.9M -4% 1.27% 71% 842 37.41% 1.8
Hartline Investment Corp
2470
Hartline Investment Corp
Illinois
$365M +$3.18M +0.9% 1.86% 201% 114 14.04% 3.4
Tikehau Investment Management
2471
Tikehau Investment Management
France
$364M – – 5.18% 102% 25 – 0
HighPoint Advisor Group
2472
HighPoint Advisor Group
Illinois
$364M +$15.2M +4% 0.69% – 345 24.06% 1.6
AIS
2473
AlphaOne Investment Services
Pennsylvania
$364M +$32.6M +10% 1.49% 77.1% 486 41.15% 0.7
First National Bank & Trust Co of Newtown
2474
First National Bank & Trust Co of Newtown
Pennsylvania
$363M -$9.6M -3% 2.85% 55.7% 128 3.91% 3.8
Global Retirement Partners
2475
Global Retirement Partners
California
$363M -$1.06M -0.3% 0.09% – 1,583 14.34% 0.9