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
LT
1651
LJ Trust
Nevada
$527M +$34.1M +7% 13
KPAG
1652
KLS Professional Advisors Group
New York
$527M -$15.1M -3% 2
RNS
1653
Robert N. Shapiro
$527M +$421K +0.1% 898
JVBC
1654
J.V. Bruni & Co
Colorado
$527M -$10.7M -2% 32
NAM
1655
Netols Asset Management
Wisconsin
$526M -$93.7M -15% 72
FSA
1656
Franklin Street Advisors
North Carolina
$526M +$2.73M +0.5% 250
RMCM
1657
Reynders McVeigh Capital Management
Massachusetts
$526M +$86.8M +20% 171
HJMC
1658
Hellman Jordan Management Company
Massachusetts
$526M +$26.4M +5% 55
DMK
1659
David M. Knott
$526M -$32.2M -6% 86
OIM
1660
Opus Investment Management
Massachusetts
$525M +$18M +4% 84
WA
1661
WFG Advisors
Texas
$525M -$10.6M -2% 2,225
MVM
1662
McClain Value Management
Connecticut
$525M -$52.4M -9% 42
MLM
1663
Mount Lucas Management
Pennsylvania
$525M -$9.92M -2% 121
CG
1664
Clermont Group
Cayman Islands
$525M -$93.6M -15% 1
ARCT
1665
Anne Ray Charitable Trust
Minnesota
$524M -$59.5M -10% 1
SPH
1666
Steel Partners Holdings
New York
$524M +$12.5M +2% 29
TIM
1667
Thompson Investment Management
Wisconsin
$523M +$5.57M +1% 177
FBA
1668
Front Barnett Associates
Illinois
$523M -$16.2M -3% 120
VWM
1669
Valley Wealth Managers
New Jersey
$522M -$4.1M -0.8% 116
ST
1670
Stifel Trust
Missouri
$522M -$13M -2% 510
AIM
1671
Astor Investment Management
Illinois
$522M +$25.4M +5% 35
YMRC
1672
Yorktown Management & Research Company
Virginia
$521M -$16.9M -3% 527
CF
1673
CNA Financial
Illinois
$521M -$30.6M -6% 202
JGUA
1674
John G. Ullman & Associates
New York
$520M -$27.7M -5% 158
WC
1675
Woodstock Corp
Massachusetts
$520M -$44.6M -8% 176