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
VV
3226
Verbena Value
Connecticut
$581M 26
NMC
3227
Nine Masts Capital
Hong Kong
$581M +$355M +158% 143
SAS
3228
SMI Advisory Services
Indiana
$580M +$51.7M +10% 68
AFG
3229
Altiora Financial Group
Ohio
$580M +$33.6M +6% 100
PFG
3230
PAX Financial Group
Texas
$580M +$24.9M +4% 228
CNBTD
3231
Citizens National Bank Trust Department
Mississippi
$580M +$19.3M +3% 389
OMC
3232
Overbrook Management Corp
New York
$579M +$23.3M +4% 52
ECM
3233
Elgethun Capital Management
South Dakota
$579M +$28.3M +5% 166
RIS
3234
Richmond Investment Services
Wisconsin
$579M +$41.2M +8% 242
OC
3235
Oakmont Corp
California
$578M +$18.6M +3% 33
CAMV
3236
Concord Asset Management (Virginia)
Virginia
$577M +$26.8M +5% 122
AGC
3237
Aspen Grove Capital
Colorado
$577M -$17.6M -3% 222
DIM
3238
Delta Investment Management
California
$576M +$18.3M +3% 308
PSC
3239
Portman Square Capital
United Kingdom
$576M -$178M -24% 102
ACA
3240
Apis Capital Advisors
New York
$574M +$121M +27% 57
XPN
3241
XY Planning Network
Montana
$574M +$280M +95% 258
EIP
3242
Ellis Investment Partners
Pennsylvania
$573M +$19.7M +4% 267
NA
3243
Nordwand Advisors
Pennsylvania
$572M -$58.2M -9% 159
TCM
3244
Tufton Capital Management
Maryland
$572M +$11.1M +2% 124
SNT
3245
SIG North Trading
Pennsylvania
$571M -$78.2M -12% 108
MIM
3246
Manitou Investment Management
Ontario, Canada
$571M -$2.51M -0.4% 57
IIA
3247
IPG Investment Advisors
California
$570M +$9.7M +2% 253
BT
3248
Brandywine Trust
Delaware
$570M -$87M -13% 33
ALA
3249
Atlas Legacy Advisors
California
$570M +$51.8M +10% 215
BSI
3250
Bregal Sagemount IV
$570M 1