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
WA
2651
Waddell & Associates
Tennessee
$319M -$10.9M -3% 18
EP
2652
Eversept Partners
New York
$319M -$30.9M -9% 71
JT
2653
Jump Trading
Illinois
$319M +$25.7M +9% 366
SNT
2654
Security National Trust
West Virginia
$319M +$251K +0.1% 375
DLCIG
2655
D.L. Carlson Investment Group
New Hampshire
$319M -$5.42M -2% 165
AIA
2656
Affinity Investment Advisors
California
$319M -$30M -9% 153
BC
2657
Broadfin Capital
New York
$319M -$88M -22% 49
AIS
2658
American Investment Services
Massachusetts
$318M +$3.27M +1% 138
RCIM
2659
Red Cedar Investment Management
Michigan
$317M +$43.4M +16% 26
OIA
2660
Optimum Investment Advisors
Illinois
$317M +$8.5M +3% 1,053
CCP
2661
Caymus Capital Partners
Texas
$317M -$138M -30% 39
OFG
2662
Oxford Financial Group
Indiana
$317M +$11.5M +4% 50
NTCM
2663
Nine Ten Capital Management
Illinois
$316M -$42.3M -12% 10
CM
2664
Caption Management
Oklahoma
$316M +$27.1M +9% 594
TPC
2665
Tiger Pacific Capital
New York
$315M -$761K -0.2% 16
VSI
2666
Verde Servicos Internacionais
Brazil
$315M +$57M +22% 49
NOCM
2667
Night Owl Capital Management
Connecticut
$315M -$12.1M -4% 31
AWA
2668
ARS Wealth Advisors
Florida
$314M +$477K +0.2% 116
IIM
2669
Ipswich Investment Management
Massachusetts
$314M +$648K +0.2% 182
FFS
2670
Founders Financial Securities
Maryland
$314M +$9.62M +3% 142
HI
2671
Hendershot Investments
Virginia
$313M +$8.16M +3% 86
SBWM
2672
Sunflower Bank Wealth Management
Arizona
$313M +$2.76M +0.9% 135
JPMIA
2673
J.P. Marvel Investment Advisors
Massachusetts
$312M 78
UF
2674
Univest Financial
Pennsylvania
$312M -$4.12M -1% 111
DOA
2675
D'Orazio & Associates
Virginia
$311M -$35.2M -10% 389