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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 Avg Holding
Period (Yrs)
Octavia Wealth Advisors
2476
Octavia Wealth Advisors
Ohio
$734M +$57.4M +8% 3.9% 67.9% 227 9.69% 2.3
GAMMA Investing
2477
GAMMA Investing
California
$734M +$243M +49% 4.35% 139% 3,583 10.75% 0.4
LVZ Inc
2478
LVZ Inc
Michigan
$734M -$1.85M -0.3% 0.08% 52.9% 153 12.42% 2.9
PS
2479
Portfolio Strategies
New York
$733M -$738M -50% 9.31% 120% 146 74.66% 3.6
Red Cedar Investment Management
2480
Red Cedar Investment Management
Michigan
$733M -$68M -8% 2.07% 81.4% 87 17.24% 2.6
Sphera Funds Management
2481
Sphera Funds Management
Israel
$733M +$21.5M +3% 4.24% 245% 138 39.13% 0.9
Professional Advisory Services
2482
Professional Advisory Services
Florida
$732M -$4.6M -0.6% 0.09% 69.3% 81 8.64% 5.8
Alley Investment Management Company
2483
Alley Investment Management Company
Illinois
$732M +$5.62M +0.8% 0.61% 54.6% 86 3.49% 2
L.J. Altfest & Co
2484
L.J. Altfest & Co
New York
$732M +$25.7M +4% 3.08% 90.3% 348 20.69% 3.4
Broad Run Investment Management
2485
Broad Run Investment Management
Virginia
$730M -$83.9M -10% 13.6% 202% 26 3.85% 5.9
Baldwin Investment Management
2486
Baldwin Investment Management
Pennsylvania
$730M -$7.14M -1% 0.61% 74.8% 214 6.54% 5.1
Cahill Financial Advisors
2487
Cahill Financial Advisors
Minnesota
$730M -$3.04M -0.4% 1.01% 55.9% 268 5.97% 4.5
Summit Creek Advisors
2488
Summit Creek Advisors
Minnesota
$730M -$63.2M -8% 0.45% 68.8% 72 11.11% 3.8
Jag Capital Management
2489
Jag Capital Management
Missouri
$730M +$23.1M +3% 8.41% 230% 154 20.13% 3.5
Naspers
2490
Naspers
South Africa
$730M -$361M -33% 28.6% 88.2% 4 0% 2.5
Great Lakes Retirement
2491
Great Lakes Retirement
Ohio
$729M +$53.9M +8% 4.5% 108% 706 68.84% 0.6
Allen Capital Group
2492
Allen Capital Group
Nebraska
$729M +$18.9M +3% 1.22% 56.9% 221 10.86% 1.2
Financial Management Professionals
2493
Financial Management Professionals
Texas
$729M +$50.1M +7% 1.44% 67.3% 1,091 14.57% 3.4
Nemes Rush Group
2494
Nemes Rush Group
Michigan
$728M +$29.7M +4% 4.6% 111% 700 18.71% 0.9
Pekin Hardy Strauss
2495
Pekin Hardy Strauss
Illinois
$728M -$3.59M -0.5% 0.65% 102% 353 16.71% 4.1
Kora Management
2496
Kora Management
New York
$727M +$245M +51% 22.4% 307% 7 14.29% 2
KWB Wealth
2497
KWB Wealth
California
$727M -$16.2M -2% 1.26% 54.8% 129 0% 1.9
Vantagepoint Investment Advisers
2498
Vantagepoint Investment Advisers
District of Columbia
$727M +$122M +20% 0.21% 32.7% 10 30% 1.8
Lodestar Private Asset Management
2499
Lodestar Private Asset Management
California
$727M +$25.8M +4% 2.29% 58.3% 217 6.45% 1.3
Silicon Valley Capital Partners
2500
Silicon Valley Capital Partners
California
$727M +$56.6M +8% 6.49% 103% 321 9.03% 1.6