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
UAS
2151
United Asset Strategies
New York
$515M +$58.2M +13% 218
VFCM
2152
Valley Forge Capital Management
Florida
$515M +$66.4M +15% 9
BMM
2153
Berkshire Money Management
Massachusetts
$514M +$29.8M +6% 38
AF
2154
Arrow Financial
New York
$513M +$31.4M +7% 339
TFS
2155
TrustCore Financial Services
Tennessee
$513M +$61.2M +14% 1,002
BC
2156
Bruce & Co
Illinois
$513M +$30.9M +6% 42
AIC
2157
AWM Investment Company
New York
$512M +$40.5M +9% 95
MBTD
2158
Mechanics Bank - Trust Department
California
$510M +$12.3M +2% 234
LI
2159
LVZ Inc
Michigan
$510M +$47.8M +10% 92
OM
2160
Opaleye Management
Massachusetts
$510M +$233M +84% 56
EAM
2161
Evanson Asset Management
California
$509M +$22M +5% 246
MGWM
2162
Marks Group Wealth Management
Minnesota
$508M 236
NIT
2163
NumerixS Investment Technologies
British Columbia, Canada
$508M +$123M +32% 1,328
DAM
2164
Dorsey Asset Management
Illinois
$508M +$82.1M +19% 10
TCM
2165
Tufton Capital Management
Maryland
$508M +$34.3M +7% 123
FHC
2166
First Heartland Consultants
Missouri
$508M +$42M +9% 309
SEM
2167
Suncoast Equity Management
Florida
$508M +$35.6M +8% 56
HIM
2168
Hanlon Investment Management
New Jersey
$507M +$111M +28% 113
LCM
2169
LVM Capital Management
Michigan
$507M +$35.9M +8% 122
CBT
2170
Central Bank & Trust
Kentucky
$506M +$41.3M +9% 299
EECFI
2171
EnCap Energy Capital Fund IX
Texas
$506M +$186M +58% 4
NM
2172
Newtyn Management
New York
$506M +$45.3M +10% 46
VMI
2173
VHCP Management III
New York
$504M +$342M +211% 26
SL
2174
Salomon & Ludwin
Virginia
$503M +$14M +3% 248
IM
2175
Islet Management
New York
$503M +$59.8M +14% 127