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
UBV
2276
United Bank (Virginia)
Virginia
$839M -$20.3M -2% 146
BCC
2277
Biglari Capital Corp
Texas
$839M +$187M +29% 13
CF
2278
Clarity Financial
Texas
$836M -$14.3M -2% 159
SFP
2279
Shepherd Financial Partners
Massachusetts
$836M +$4.84M +0.6% 225
WA
2280
Wealth Alliance
New York
$836M -$1.13M -0.1% 549
CIPU
2281
Caledonia Investments plc (UK)
United Kingdom
$836M -$75.7M -8% 14
SM
2282
Sunriver Management
Connecticut
$836M +$22.3M +3% 20
DSAM
2283
Dock Street Asset Management
Florida
$835M +$93.8M +13% 51
OCAM
2284
Onex Canada Asset Management
Ontario, Canada
$834M -$20.4M -2% 115
NA
2285
Navellier & Associates
Nevada
$834M +$96.3M +13% 371
JAG
2286
Journey Advisory Group
Kentucky
$834M -$77.2K -0% 226
BFS
2287
Bard Financial Services
Connecticut
$834M -$13.4M -2% 216
WAG
2288
Winthrop Advisory Group
Massachusetts
$833M +$24.3M +3% 171
KBFS
2289
Kohmann Bosshard Financial Services
Ohio
$833M +$27.9M +3% 787
LG
2290
Leuthold Group
Minnesota
$833M -$67M -7% 217
WIC
2291
Water Island Capital
New York
$832M -$136M -14% 110
SAI
2292
Savvy Advisors Inc
New York
$832M +$339M +69% 482
IAS
2293
IMA Advisory Services
Colorado
$830M +$371M +81% 296
CFG
2294
Cooper Financial Group
California
$830M +$60.1M +8% 413
1SP
2295
140 Summer Partners
New York
$830M -$46M -5% 25
NW
2296
Naviter Wealth
Arkansas
$829M +$111M +15% 307
PL
2297
Parthenon LLC
Kentucky
$827M -$10.7M -1% 127
NNPTE
2298
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$826M +$106M +15% 58
OWA
2299
Octavia Wealth Advisors
Ohio
$824M +$12.6M +2% 236
TPWA
2300
TRUE Private Wealth Advisors
Oregon
$824M -$14.4M -2% 242