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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)
Ionic Capital Management
2501
Ionic Capital Management
New York
$763M -$214M -22% 4.12% 163% 163 57.67% 0.7
Absher Wealth Management
2502
Absher Wealth Management
North Carolina
$763M -$1.62M -0.2% 1.26% 65.3% 71 7.04% 3.6
LVZ Inc
2503
LVZ Inc
Michigan
$762M -$17.8M -2% 1.71% 52.9% 165 20% 3
Evermay Wealth Management
2504
Evermay Wealth Management
Virginia
$761M +$101M +15% 2.17% 61.1% 612 11.76% 3.7
Barlow Wealth Partners
2505
Barlow Wealth Partners
Kentucky
$761M -$28.8M -4% 1.8% 101% 146 15.07% 1.1
Eubel Brady & Suttman Asset Management
2506
Eubel Brady & Suttman Asset Management
Ohio
$760M +$1.66M +0.2% 1.71% 49% 96 11.46% 4.4
JGP Wealth Management
2507
JGP Wealth Management
Oregon
$760M -$13.8M -2% 0.53% 87.8% 192 9.38% 3.8
Baxter Bros Inc
2508
Baxter Bros Inc
Connecticut
$759M -$5.27M -0.7% 2.27% 84.1% 159 8.18% 6.3
Cooper Financial Group
2509
Cooper Financial Group
California
$759M -$71.3M -9% 3.08% 87.2% 416 16.11% 2.4
Capital Advisors Ltd
2510
Capital Advisors Ltd
Ohio
$759M -$34.2M -4% 3.12% 61.1% 1,637 14.05% 3.6
Columbus Macro
2511
Columbus Macro
Pennsylvania
$759M +$37.7M +5% 2.58% 48.7% 213 9.86% 2.9
Banc Funds Company
2512
Banc Funds Company
Illinois
$758M -$148M -16% 4.48% 69% 126 10.32% 6.3
U.S. Global Investors (USGI)
2513
U.S. Global Investors (USGI)
Texas
$757M -$251M -25% 9.93% 151% 157 30.57% 2.1
McGowan Group Asset Management
2514
McGowan Group Asset Management
Texas
$756M +$9.18M +1% 2.26% 69.8% 132 12.88% 4
IBEX Wealth Advisors
2515
IBEX Wealth Advisors
New Jersey
$756M -$93.1M -11% 1.17% 221% 221 52.49% 0.7
TCOT
2516
Trust Company of Toledo
Ohio
$755M -$7.26M -1% 0.31% 109% 246 7.32% 6.7
Vivo Capital
2517
Vivo Capital
California
$755M -$138M -15% 19.7% 7,491% 43 13.95% 2.1
State of Wyoming
2518
State of Wyoming
Wyoming
$754M -$29.6M -4% 4.33% 135% 1,898 30.93% 1.6
Cat Rock Capital Management
2519
Cat Rock Capital Management
Connecticut
$754M -$11.5M -1% 5.21% 66.7% 16 18.75% 2.1
Jackson Thornton Wealth Management
2520
Jackson Thornton Wealth Management
Alabama
$753M -$38M -5% 1.01% 64.4% 109 27.52% 1.2
Ullmann Wealth Partners Group
2521
Ullmann Wealth Partners Group
Florida
$753M -$22.3M -3% 2.5% 68% 145 11.03% 3.4
Emerald Advisors
2522
Emerald Advisors
Washington
$752M +$26.8M +4% 2.44% 71.8% 99 12.12% 3.2
Occudo Quantitative Strategies
2523
Occudo Quantitative Strategies
Florida
$752M +$197M +36% 4.37% 94.6% 972 68.21% 0.3
Rodgers Brothers
2524
Rodgers Brothers
Pennsylvania
$751M -$15.6M -2% 1.08% 108% 244 9.84% 6.1
Teamwork Financial Advisors
2525
Teamwork Financial Advisors
Texas
$751M -$18.9M -2% 3.45% 134% 204 28.92% 2