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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)
LVW Advisors
2501
LVW Advisors
New York
$375M +$79M +27% 11.4% 79.1% 181 19.34% 1.9
Capital One Investing
2502
Capital One Investing
Virginia
$375M +$92.1M +33% 10% – 188 28.19% 0.2
Opus Capital Group
2503
Opus Capital Group
Ohio
$375M -$105M -22% 9.84% 53.7% 229 11.35% 2.3
Columbia Asset Management
2504
Columbia Asset Management
Michigan
$375M +$45.7M +14% 13.1% 94.1% 221 9.05% 3.1
Princeton Portfolio Strategies Group
2505
Princeton Portfolio Strategies Group
New Jersey
$375M +$53.6M +17% 16% 83.8% 153 10.46% 3.6
North Growth Management
2506
North Growth Management
British Columbia, Canada
$374M +$16.9M +5% 17.7% 243% 44 6.82% 1.1
Gramercy Funds Management
2507
Gramercy Funds Management
Connecticut
$374M -$151M -29% 13.7% 87.6% 26 50% 0.7
OCM
2508
Opti Capital Management
New York
$374M +$164M +78% 0% 0.01% 26 11.54% 0.2
Elm Partners Management
2509
Elm Partners Management
Pennsylvania
$374M +$83.9M +29% 9.36% 46.9% 38 18.42% 0.2
Southeast Asset Advisors
2510
Southeast Asset Advisors
Georgia
$373M +$39.1M +12% 9.66% 91.5% 119 15.13% 3.1
Bell Bank
2511
Bell Bank
North Dakota
$373M +$46.5M +14% 12.9% 71% 150 14% 3.2
Koshinski Asset Management
2512
Koshinski Asset Management
Illinois
$373M -$33.7M -8% 11.9% 82.9% 474 32.49% 1.9
WCA
2513
Windsor Creek Advisors
Vermont
$373M +$57.7M +18% 9.5% 48.3% 188 49.47% 0.2
Greenvale Capital
2514
Greenvale Capital
United Kingdom
$373M +$162M +76% 32.4% 101% 15 33.33% 0.2
Pacific Ridge Capital Partners
2515
Pacific Ridge Capital Partners
Oregon
$373M +$73.3M +24% 14.3% 149% 137 10.22% 3.3
Trust Asset Management
2516
Trust Asset Management
Texas
$372M +$206M +125% 15.2% 91.1% 22 22.73% 3
Laffer Tengler Investments
2517
Laffer Tengler Investments
Tennessee
$372M +$33.7M +10% 10.9% 96.5% 199 13.57% 1.7
CC
2518
ClearArc Capital
Ohio
$372M +$37.8M +11% 14.1% 63.4% 376 10.37% 4.5
Hills Bank & Trust
2519
Hills Bank & Trust
Iowa
$372M +$49M +15% 12.7% 52.8% 156 14.1% 3.4
Van Hulzen Asset Management
2520
Van Hulzen Asset Management
California
$371M +$26.4M +8% 11.1% 86.3% 255 23.14% 1.6
Sio Capital Management
2521
Sio Capital Management
New York
$370M +$95.8M +35% 15.4% 564% 91 49.45% 0.4
Cahaba Wealth Management
2522
Cahaba Wealth Management
Georgia
$370M +$46.1M +14% 9.64% 48.7% 75 10.67% 1.2
Krensavage Asset Management
2523
Krensavage Asset Management
New York
$370M +$73.9M +25% 11.9% 124% 14 21.43% 2.9
AIP LLC
2524
AIP LLC
New York
$370M +$116M +46% 45.8% 54.9% 1 0% 1.3
Capital Advisors Ltd
2525
Capital Advisors Ltd
Ohio
$370M +$30.8M +9% 11.8% 61.1% 460 6.74% 3.4