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
LWMT
2626
Legacy Wealth Management (Tennessee)
Tennessee
$213M +$6.86M +3% 5
UF
2627
Univest Financial
Pennsylvania
$212M +$12M +6% 85
WCMN
2628
Westchester Capital Management (Nebraska)
Nebraska
$212M +$13.3M +7% 58
EPIM
2629
Equinox Partners Investment Management
Connecticut
$212M +$35.7M +20% 13
APV
2630
AV Partners VIII
Texas
$212M -$52M -20% 3
RA
2631
RiverPark Advisors
New York
$212M +$15.4M +8% 53
DAM
2632
Doheny Asset Management
California
$211M +$16.7M +9% 112
ANRIA
2633
American National Registered Investment Advisor
Texas
$211M +$11.4M +6% 228
LFFS
2634
La Francaise Forum Securities
Connecticut
$211M +$12.4M +6% 54
BC
2635
Bocage Capital
California
$211M +$29M +16% 27
WPP
2636
Whalerock Point Partners
Rhode Island
$210M +$14.2M +7% 149
DTL
2637
Dynamic Technology Lab
Singapore
$210M +$40.7M +24% 1,011
V
2638
ValueWorks
New York
$210M +$40.2M +24% 33
LFR
2639
Lehman Financial Resources
Pennsylvania
$210M +$16.5M +9% 431
TL
2640
TowerView LLC
New York
$210M -$9.95M -5% 22
AFGI4KRSP
2641
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$209M +$145K +0.1% 1
AEPI
2642
AH Equity Partners II
California
$209M 1
BJ
2643
Brouwer & Janachowski
California
$209M +$5.13M +3% 87
HCM
2644
Horrell Capital Management
Arkansas
$209M +$12.5M +6% 335
ACM
2645
Acertus Capital Management
New Jersey
$209M -$51.5M -20% 4
SFSIG
2646
San Francisco Sentry Investment Group
California
$209M -$103M -33% 729
MA
2647
Marshwinds Advisory
Georgia
$208M +$9.65M +5% 151
FFC
2648
First Financial Corp
Indiana
$208M -$381K -0.2% 507
GAM
2649
Gould Asset Management
California
$208M +$19.1M +10% 99
TCOO
2650
Trust Company of Oklahoma
Oklahoma
$208M +$53.4M +35% 108