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
OSNBOA
2801
Old Second National Bank of Aurora
Illinois
$246M -$28.5M -10% 393
M2MC
2802
Matthew 25 Management Corp
Pennsylvania
$245M -$83.6M -25% 19
GCA
2803
Gideon Capital Advisors
New York
$245M +$32.7M +15% 565
TA
2804
Tamarack Advisers
California
$245M -$103M -30% 31
AWM
2805
Altavista Wealth Management
North Carolina
$245M -$23.8M -9% 155
SG
2806
Strid Group
Pennsylvania
$245M -$37.7M -13% 36
EPCA
2807
Elizabeth Park Capital Advisors
Ohio
$245M -$115M -32% 40
MSAM
2808
Moloney Securities Asset Management
Missouri
$244M -$43.9M -15% 334
WA
2809
WealthTrust Axiom
Pennsylvania
$244M -$52M -18% 236
HR
2810
Hardy Reed
Mississippi
$244M 57
W
2811
Wealthquest
Ohio
$244M 132
LLL
2812
Lynrock Lake LP
New York
$244M 21
ADL
2813
Asset Dedication LLC
California
$244M -$22.5M -8% 684
IFWM
2814
Institute for Wealth Management
Colorado
$244M -$52.6M -18% 358
AMG
2815
Asset Management Group
Connecticut
$244M -$51.9M -18% 108
MWA
2816
Martel Wealth Advisors
Washington
$243M -$19M -7% 42
MCAI
2817
Meritech Capital Associates IV
California
$243M +$182M +299% 5
HCG
2818
HNA Capital Group
China
$243M -$96.2M -28% 1
WPC
2819
White Pine Capital
Minnesota
$243M -$40.4M -14% 235
HFS
2820
Haverford Financial Services
Pennsylvania
$242M -$39.5M -14% 81
RA
2821
RMR Advisors
Massachusetts
$242M -$25.4M -9% 126
HT
2822
Heritage Trust
Oklahoma
$242M -$36.4M -13% 475
AIM
2823
AIA Investment Management
Singapore
$242M -$227M -48% 13
CCPM
2824
Cooper Creek Partners Management
New York
$242M +$108M +80% 67
PH
2825
Pinnacle Holdings
Oklahoma
$242M -$47.5M -16% 217