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
VNA
2551
Valley National Advisers
Pennsylvania
$293M +$14.4M +5% 739
AFGI4KRSP
2552
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$293M +$6.28M +2% 1
SGCM
2553
Sand Grove Capital Management
United Kingdom
$292M -$273M -48% 17
NI
2554
NFC Investments
Tennessee
$291M +$9.22M +3% 45
LWM
2555
Lenox Wealth Management
Ohio
$291M +$44.4M +18% 535
PA
2556
Paracle Advisors
Washington
$291M +$27.2M +10% 49
ANB
2557
Amarillo National Bank
Texas
$291M +$5.22M +2% 85
KJHP
2558
K.J. Harrison & Partners
Ontario, Canada
$291M +$35.7M +14% 195
IIA
2559
IPG Investment Advisors
California
$290M +$41.5M +17% 168
TIM
2560
Total Investment Management
Arizona
$290M -$12.3M -4% 41
FFWA
2561
FRG Family Wealth Advisors
Washington
$290M +$18.5M +7% 140
EF
2562
Empirical Finance
Pennsylvania
$290M +$29.7M +11% 168
ACP
2563
Aveo Capital Partners
Colorado
$290M +$5.92M +2% 148
PC
2564
Pelham Capital
United Kingdom
$290M +$9.75M +3% 2
SCP
2565
Searchlight Capital Partners
New York
$289M -$76M -21% 3
MBT
2566
Montecito Bank & Trust
California
$289M +$10.8M +4% 179
WA
2567
Wealth Architects
California
$288M +$18.9M +7% 130
OWM
2568
Orgel Wealth Management
Wisconsin
$287M +$12.5M +5% 34
TRIM
2569
Thompson Rubinstein Investment Management
Oregon
$287M +$15M +6% 79
TW
2570
Transform Wealth
Colorado
$286M +$198M +223% 215
HDIM
2571
Hanson & Doremus Investment Management
Vermont
$286M +$15.7M +6% 517
CAM
2572
Chou Associates Management
Ontario, Canada
$286M -$37.6M -12% 27
CAL
2573
Capital Advisors Ltd
Ohio
$285M +$13.2M +5% 424
CIC
2574
Canal Insurance Company
South Carolina
$285M +$13.7M +5% 74
T
2575
Tinicum
New York
$285M -$32.8M -10% 6