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
NFG
2501
Nadler Financial Group
Illinois
$287M +$16.9M +6% 85
CA
2502
Claar Advisors
New York
$287M +$73.9M +35% 38
BA
2503
Bristlecone Advisors
Washington
$286M +$5.73M +2% 161
YEPI
2504
Yorktown Energy Partners IX
New York
$286M +$131M +85% 2
CS
2505
Credential Securities
$285M +$34.7M +14% 290
JAM
2506
JCIC Asset Management
Ontario, Canada
$285M -$10.5M -4% 61
FTC
2507
Farmers Trust Company
Ohio
$284M -$5.54M -2% 144
HCP
2508
Holt Capital Partners
Texas
$284M +$13.8M +5% 137
CIM
2509
Contravisory Investment Management
Massachusetts
$284M -$10.3M -4% 351
IAM
2510
Ion Asset Management
Israel
$283M +$46.6M +20% 16
GFA
2511
Gallagher Fiduciary Advisors
Illinois
$283M -$50.9M -15% 7
TB
2512
Terril Brothers
Missouri
$283M -$3.69M -1% 47
IB
2513
Intrust Bank
Kansas
$283M +$18.7M +7% 377
OIA
2514
Optimum Investment Advisors
Illinois
$282M +$16.3M +6% 298
WDL
2515
Well Done LLC
Michigan
$282M +$17.2M +6% 107
PJSIMP
2516
P.J. Schmidt Investment Management (PJS)
Wisconsin
$282M +$11.5M +4% 129
MAC
2517
Monarch Alternative Capital
New York
$281M -$102M -27% 7
ARMC
2518
American Research & Management Company
Massachusetts
$281M -$10.8M -4% 375
RI
2519
RWWM Inc
California
$281M +$8.53M +3% 10
KFA
2520
Kays Financial Advisory
Georgia
$281M +$24M +9% 77
ANB
2521
Amarillo National Bank
Texas
$280M +$11.2M +4% 80
BIA
2522
Biondo Investment Advisors
Pennsylvania
$280M -$22.4M -7% 86
RIM
2523
Rampart Investment Management
Connecticut
$279M +$3.97M +1% 514
LA
2524
LVW Advisors
New York
$279M -$7.1M -2% 146
MAP
2525
Managed Asset Portfolios
Michigan
$279M +$24.9M +10% 31