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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)
Graves Light Lenhart Wealth
2476
Graves Light Lenhart Wealth
Virginia
$804M -$8.78M -1% 1.48% 47.7% 195 7.18% 4.4
Cutler Investment Counsel
2477
Cutler Investment Counsel
Oregon
$804M +$11.1M +1% 2.3% 61.8% 136 12.5% 5
PKO Investment Management Joint-Stock
2478
PKO Investment Management Joint-Stock
Poland
$803M -$7.32M -0.9% 1.26% 145% 165 10.91% 3.7
Strategies Wealth Advisors
2479
Strategies Wealth Advisors
Michigan
$803M +$55.1M +7% 0.92% 64.6% 135 35.56% 1.6
Southernsun Asset Management
2480
Southernsun Asset Management
Tennessee
$803M -$40.9M -5% 4.86% 54.7% 31 9.68% 5.3
BPIM
2481
Brant Point Investment Management
New York
$802M -$107M -12% 4.73% 169% 146 47.95% 2.5
Pembroke Management
2482
Pembroke Management
Quebec, Canada
$802M +$17.9M +2% 6.85% 105% 62 9.68% 3.2
Bedrijfstakpensioenfonds Voor De Media PNO
2483
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$802M +$28.7M +4% 3.69% 146% 42 7.14% 7.3
Counterpoint Mutual Funds
2484
Counterpoint Mutual Funds
California
$801M +$273M +52% 2.73% 74.3% 434 70.05% 0.3
OCMI
2485
Oaktop Capital Management II
New Jersey
$801M -$116M -13% 7.26% 451% 15 0% 7.4
Global X Japan
2486
Global X Japan
Japan
$801M +$18.1M +2% 4.83% 151% 294 8.5% 0.8
Lodestar Private Asset Management
2487
Lodestar Private Asset Management
California
$800M +$14.5M +2% 0.19% 64.4% 221 6.79% 1.7
Institute for Wealth Management
2488
Institute for Wealth Management
Colorado
$798M +$5.9M +0.7% 4.65% 137% 569 14.24% 4.1
HCR Wealth Advisors
2489
HCR Wealth Advisors
California
$798M +$34M +4% 3.95% 107% 240 9.58% 3.8
Spirepoint Private Client
2490
Spirepoint Private Client
Florida
$798M +$42.6M +6% 3.01% – 228 10.96% 0.6
Aperture Investors
2491
Aperture Investors
New York
$796M +$8.83M +1% 12.6% 211% 88 30.68% 1.4
Red Cedar Investment Management
2492
Red Cedar Investment Management
Michigan
$796M +$7.54M +1% 0.58% 81.4% 84 16.67% 2.8
KL
2493
KIM LLC
Kansas
$793M -$195M -20% 8.12% 51.1% 49 2.04% 1
Capital Advisors Ltd
2494
Capital Advisors Ltd
Ohio
$793M -$13M -2% 0.23% 61.1% 1,642 11.88% 3.4
Romano Brothers & Co
2495
Romano Brothers & Co
Illinois
$792M -$10.5M -1% 0.34% 110% 314 5.1% 2
Trivium Point Advisory
2496
Trivium Point Advisory
Connecticut
$792M +$74.5M +10% 2.84% 106% 352 10.8% 2.1
Jackson Thornton Wealth Management
2497
Jackson Thornton Wealth Management
Alabama
$791M +$34.9M +5% 1.75% 64.4% 88 29.55% 1.2
Financial Management Professionals
2498
Financial Management Professionals
Texas
$791M -$14.3M -2% 0.39% 67.3% 1,063 12.14% 3.7
Alley Investment Management Company
2499
Alley Investment Management Company
Illinois
$791M +$985K +0.1% 0.01% 54.6% 86 3.49% 2.5
Sone Capital Management
2500
Sone Capital Management
New York
$790M – – 4.62% – 113 – 0