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
AG
2201
Algert Global
California
$424M -$13.8M -3% 392
MG
2202
Magnolia Group
Nebraska
$422M +$146M +53% 10
IMOV
2203
Investment Management of Virginia
Virginia
$421M -$4.14M -1% 144
OH
2204
Overlook Holdings
British Virgin Islands
$421M -$62.4M -13% 2
ASP
2205
Adams Street Partners
Illinois
$421M +$29.7M +8% 15
TFA
2206
Toth Financial Advisory
Virginia
$421M +$25M +6% 444
EFS
2207
Essex Financial Services
Connecticut
$421M +$13.4M +3% 300
UFF
2208
USA Financial Formulas
Michigan
$420M +$845K +0.2% 375
BWM
2209
BerganKDV Wealth Management
Minnesota
$420M +$20M +5% 210
VCA
2210
Verdence Capital Advisors
Maryland
$420M 291
SFSG
2211
Stearns Financial Services Group
North Carolina
$419M +$20.6M +5% 134
BAM
2212
Bell Asset Management
Australia
$418M 63
QCMC
2213
Quantum Capital Management (California)
California
$418M -$5.2M -1% 228
BPCM
2214
Beach Point Capital Management
California
$418M -$15M -3% 32
EA
2215
Evanston Advisors
Illinois
$418M +$1.9M +0.5% 70
11A
2216
10-15 Associates
New York
$418M +$21.7M +5% 104
VMI
2217
VHCP Management II
New York
$417M +$55.3M +15% 24
QAM
2218
Quentec Asset Management
New York
$416M -$38.3M -8% 56
LWMT
2219
Legacy Wealth Management (Tennessee)
Tennessee
$416M +$22.7M +6% 12
CF
2220
CNA Financial
Illinois
$416M +$18.9M +5% 174
SFG
2221
SNS Financial Group
Minnesota
$415M +$25.2M +6% 189
SHCM
2222
Stokes & Hubbell Capital Management
Louisiana
$415M +$29M +8% 117
CBT
2223
Central Bank & Trust
Kentucky
$415M +$12.3M +3% 274
KF
2224
Krilogy Financial
Missouri
$414M +$22.5M +6% 884
SWM
2225
Segment Wealth Management
Texas
$414M +$36.8M +10% 217