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
2876
Valley National Advisers
Pennsylvania
$646M +$33M +5% 913
GFG
2877
Greystone Financial Group
Michigan
$645M +$38.2M +6% 107
SFWA
2878
Summit Financial Wealth Advisors
Louisiana
$645M +$87.8M +16% 182
NCM
2879
Noesis Capital Mangement
Florida
$644M +$68.4M +12% 136
MBT
2880
Montecito Bank & Trust
California
$644M 274
MWM
2881
Maridea Wealth Management
New York
$643M +$260M +68% 455
MAA
2882
Mraz Amerine & Associates
California
$642M +$18.5M +3% 196
AMBIA
2883
Allen Mooney & Barnes Investment Advisors
Georgia
$642M +$32.9M +5% 161
CCM
2884
Cohen Capital Management
California
$642M +$27M +4% 155
FRM
2885
Fox Run Management
Connecticut
$641M +$41.2M +7% 1,292
HPIA
2886
Hamilton Point Investment Advisors
North Carolina
$641M +$33.4M +5% 169
OCA
2887
Octagon Capital Advisors
New York
$641M +$185M +41% 33
PC
2888
Pier Capital
Connecticut
$640M -$15.8M -2% 141
RC
2889
RBO & Co
California
$639M +$15.6M +2% 54
RAM
2890
RedJay Asset Management
Ontario, Canada
$639M +$213M +50% 33
FCMC
2891
Founders Capital Management (Connecticut)
Connecticut
$639M +$52.1M +9% 80
UIA
2892
UG Investment Advisers
Taiwan
$639M +$115M +22% 13
MTC
2893
Matrix Trust Company
Colorado
$639M +$10.5M +2% 284
GHAM
2894
Gilman Hill Asset Management
Connecticut
$639M +$26.8M +4% 245
KCM
2895
Kingdon Capital Management
New York
$638M +$120M +23% 100
NI
2896
Noked Israel
Israel
$638M +$95.8M +18% 16
AWM
2897
Austin Wealth Management
Texas
$637M +$75.2M +13% 164
SJIC
2898
St. James Investment Company
Texas
$637M +$17.2M +3% 33
DMC
2899
Drexel Morgan & Co
Pennsylvania
$637M +$73.5M +13% 56
CM
2900
Capital Management
Virginia
$636M +$49.2M +8% 83