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
AEPG
2426
American Economic Planning Group
New Jersey
$309M +$27.3M +10% 87
EWM
2427
Evermay Wealth Management
Virginia
$309M -$11.5M -4% 155
NAM
2428
NTV Asset Management
West Virginia
$309M -$61.6M -17% 184
VNA
2429
Valley National Advisers
Pennsylvania
$308M +$19.7M +7% 882
SFWA
2430
Summit Financial Wealth Advisors
Louisiana
$308M -$26.4M -8% 152
ECM
2431
Exchange Capital Management
Michigan
$308M -$36.9M -11% 308
PSCM
2432
Prince Street Capital Management
New York
$307M -$6.17M -2% 59
ES
2433
Equitec Specialists
Illinois
$307M -$113M -27% 94
AUB
2434
Atlantic Union Bankshares
Virginia
$307M -$24.8M -7% 138
AUIM
2435
Aegon USA Investment Management
Iowa
$306M -$28.7M -9% 56
NI
2436
NFC Investments
Tennessee
$306M -$5.59M -2% 44
VIMU
2437
Veritas Investment Management (UK)
United Kingdom
$306M -$56.5M -16% 35
OFG
2438
Oxford Financial Group
Indiana
$306M +$91.5M +43% 42
CHC
2439
City Holding Co
West Virginia
$306M -$42.4M -12% 544
CAM
2440
Cubic Asset Management
Massachusetts
$306M -$59.1M -16% 177
CIPU
2441
Caledonia Investments plc (UK)
United Kingdom
$306M -$78.1M -20% 14
FFWA
2442
FRG Family Wealth Advisors
Washington
$306M -$58.8M -16% 142
EBSAM
2443
Eubel Brady & Suttman Asset Management
Ohio
$305M -$32.5M -10% 74
NFG
2444
Nadler Financial Group
Illinois
$305M -$64.9M -18% 90
PJSIMP
2445
P.J. Schmidt Investment Management (PJS)
Wisconsin
$305M -$48.3M -14% 139
MAP
2446
Moody Aldrich Partners
Massachusetts
$305M -$42.5M -12% 118
AC
2447
Abbrea Capital
California
$305M -$34.8M -10% 176
AWM
2448
Avitas Wealth Management
California
$305M -$47.7M -14% 196
DOA
2449
D'Orazio & Associates
Virginia
$305M +$30.7M +11% 322
FCMI
2450
Foresite Capital Management III
California
$304M -$149M -33% 25