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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
LIA
2451
LSP Investment Advisors
New York
$372M +$32.6M +10% 6.8% 79.5% 31 22.58%
VV
2452
Verity & Verity
South Carolina
$372M -$123K -0% 2.41% 76.4% 99 10.1%
CM
2453
Capital Management
Virginia
$371M +$3.05M +0.8% 0.7% 52.5% 97 12.37%
MVUM
2454
Matrix VIII US Management
Massachusetts
$371M 6.16% 1
IAM
2455
Ion Asset Management
Israel
$370M -$17.7M -5% 18.3% 125% 13 46.15%
IP
2456
Isthmus Partners
Wisconsin
$370M +$2.65M +0.7% 0% 61.1% 309 16.18%
FHC
2457
Forest Hill Capital
Arkansas
$369M +$15.3M +4% 2.67% 112% 52 0%
KA
2458
KLCM Advisors
Wisconsin
$369M -$38.5M -9% 4.96% 122% 97 16.49%
RPGK
2459
Retirement Planning Group (Kansas)
Kansas
$369M +$2.24M +0.6% 1.22% 49.7% 55 3.64%
LI
2460
LVZ Inc
Michigan
$368M +$30.5M +9% 0.65% 47.1% 83 39.76%
WA
2461
WBH Advisory
Maryland
$368M -$7.1M -2% 1.22% 57.6% 233 7.73%
SFG
2462
SNS Financial Group
Minnesota
$367M -$48M -12% 0.75% 54.2% 185 16.22%
BBI
2463
Baxter Bros Inc
Connecticut
$367M +$1.69M +0.5% 0.99% 73.8% 120 6.67%
BI
2464
Bulldog Investors
New Jersey
$366M -$1.97M -0.5% 1.54% 22.5% 142 43.66%
AI
2465
Accredited Investors
Minnesota
$366M +$4.55M +1% 0.55% 74% 127 17.32%
BWM
2466
BerganKDV Wealth Management
Minnesota
$366M -$54.1M -13% 2.15% 27.9% 212 17.45%
AT
2467
Argent Trust
Texas
$365M -$8.37M -2% 2.61% 25.8% 206 8.25%
RWA
2468
Ropes Wealth Advisors
Massachusetts
$365M -$16.9M -4% 1.27% 71% 842 37.41%
HIC
2469
Hartline Investment Corp
Illinois
$365M +$3.18M +0.9% 1.86% 201% 114 14.04%
TIM
2470
Tikehau Investment Management
France
$364M 5.18% 102% 25
HAG
2471
HighPoint Advisor Group
Illinois
$364M +$15.2M +4% 0.69% 345 24.06%
AIS
2472
AlphaOne Investment Services
Pennsylvania
$364M +$32.6M +10% 1.49% 77.1% 486 41.15%
FNBTCON
2473
First National Bank & Trust Co of Newtown
Pennsylvania
$363M -$9.59M -3% 2.85% 55.7% 128 3.91%
GRP
2474
Global Retirement Partners
California
$363M -$1.06M -0.3% 0.09% 1,583 14.34%
AO
2475
Allen Operations
New York
$362M +$71.4M +25% 22.5% 218% 23 17.39%