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
SNT
2401
Security National Trust
West Virginia
$246M -$10.5M -4% 563
NGA
2402
New Generation Advisors
Massachusetts
$246M -$29.3M -11% 47
BAM
2403
Broadmark Asset Management
California
$246M +$32.8M +15% 3
TA
2404
TA Associates
Massachusetts
$246M -$43.7M -15% 2
EAM
2405
Evanson Asset Management
California
$245M -$13M -5% 201
BI
2406
Bulldog Investors
New Jersey
$245M -$53.4M -18% 87
HBT
2407
Hills Bank & Trust
Iowa
$245M +$5.34M +2% 83
SIRP
2408
Shelter Insurance Retirement Plan
Missouri
$245M -$2M -0.8% 45
PJSIMP
2409
P.J. Schmidt Investment Management (PJS)
Wisconsin
$245M -$10.9M -4% 156
MCP
2410
Moab Capital Partners
New York
$245M +$72.6M +42% 48
CCM
2411
Carlson Capital Management
Minnesota
$244M +$617K +0.3% 57
PPCP
2412
Pivot Point Capital Partners
California
$244M -$4.14M -2% 10
CWP
2413
Capital Wealth Planning
Florida
$244M -$23.5M -9% 173
VCAM
2414
Van Cleef Asset Management
Ohio
$244M +$5.39M +2% 101
RAM
2415
Roanoke Asset Management
New Jersey
$244M -$17.2M -7% 121
GB
2416
Gunma Bank
Japan
$243M -$1.89M -0.8% 13
BIM
2417
Baldwin Investment Management
Pennsylvania
$243M +$11.9M +5% 135
PCA
2418
PL Capital Advisors
Florida
$243M +$5.82M +2% 49
CAM
2419
CG Asset Management
New York
$243M +$6.6M +3% 144
CCA
2420
Checchi Capital Advisers
California
$243M +$23.8M +11% 289
VC
2421
V2 Capital
Illinois
$243M -$8.43M -3% 39
BSW
2422
Buckingham Strategic Wealth
Missouri
$243M +$13.3M +6% 197
DVI
2423
Deccan Value Investors
Connecticut
$243M -$121M -33% 7
SCA
2424
Signpost Capital Advisors
New York
$242M -$21.2M -8% 19
GMA
2425
Goldstein Munger & Associates
California
$242M -$4.79M -2% 30