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
3001
Valley National Advisers
Pennsylvania
$170M +$37.1M +28% 660
CVM
3002
Cheviot Value Management
California
$170M -$2.1M -1% 34
KFA
3003
Kays Financial Advisory
Georgia
$170M +$21.9M +15% 67
EGA
3004
E&G Advisors
Texas
$169M +$15.5M +10% 96
WSC
3005
Wellington Shields & Co
New York
$169M -$5.85M -3% 120
SCM
3006
Southport Capital Management
Tennessee
$169M +$2.4M +1% 183
PAAMCP
3007
Pacific Alternative Asset Management Company (PAAMCO)
California
$169M -$1.74M -1% 121
CZPM
3008
Capital Z Partners Management
New York
$169M -$6.45M -4% 4
EWM
3009
Evermay Wealth Management
Virginia
$169M +$15M +10% 96
TCMV
3010
Technology Crossover Management VI
California
$169M +$23.9M +17% 2
FCMI
3011
Foresite Capital Management II
California
$169M +$28.1M +20% 22
CCM
3012
Concourse Capital Management
Georgia
$169M +$328K +0.2% 52
GP
3013
Girard Partners
Pennsylvania
$169M +$8.8M +6% 150
BCA
3014
Bray Capital Advisors
Florida
$168M +$14.3M +9% 158
BOIA
3015
Bush ODonnell Investment Advisors
Missouri
$168M -$17.1M -9% 44
DWM
3016
Dakota Wealth Management
Florida
$168M +$8.3M +5% 61
MC
3017
Miles Capital
Iowa
$168M -$17.2M -9% 180
NP
3018
NorthRock Partners
Minnesota
$168M +$5.22M +3% 46
SFSIG
3019
San Francisco Sentry Investment Group
California
$168M -$4.96M -3% 165
CC
3020
Consector Capital
New York
$168M -$50.3M -23% 29
MCM
3021
McMillion Capital Management
North Carolina
$167M -$6.96M -4% 73
RC
3022
Rivulet Capital
New Jersey
$167M +$48.6M +41% 13
FCMC
3023
Founders Capital Management (Connecticut)
Connecticut
$167M +$3.79M +2% 65
WPEP
3024
Walnut Private Equity Partners
Nebraska
$167M +$4.96M +3% 27
BBPWM
3025
Blue Bell Private Wealth Management
Pennsylvania
$167M -$5.08M -3% 439