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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)
LVZ Inc
2501
LVZ Inc
Michigan
$834M +$72M +9% 6.95% 52.9% 163 13.5% 3
Seven Grand Managers
2502
Seven Grand Managers
New York
$834M +$405M +95% 12.4% 281% 73 58.9% 0.4
Mattern Capital Management
2503
Mattern Capital Management
Colorado
$832M +$47M +6% 3.11% 31.5% 170 4.12% 3.4
Cascade Financial Partners
2504
Cascade Financial Partners
California
$832M +$38.6M +5% 4.68% – 267 12.73% 1
MI
2505
MMCAP International
Cayman Islands
$831M +$245M +42% 25.2% 184% 167 34.73% 1.1
Continuum Advisory
2506
Continuum Advisory
Idaho
$831M +$54.3M +7% 9.05% 77% 1,660 74.76% 3.4
Grandeur Peak Global Advisors
2507
Grandeur Peak Global Advisors
Utah
$830M -$71.9M -8% 14% 96% 124 25.81% 2.5
Blue Grotto Capital
2508
Blue Grotto Capital
Georgia
$829M +$217M +35% 27.7% 300% 35 48.57% 0.8
Tensile Capital Management
2509
Tensile Capital Management
California
$828M +$44.6M +6% 6.15% 47.7% 21 14.29% 3.5
Baldwin Investment Management
2510
Baldwin Investment Management
Pennsylvania
$828M -$3.57M -0.4% 2.22% 74.8% 213 7.98% 5.4
WealthShield Partners
2511
WealthShield Partners
North Carolina
$827M +$48.3M +6% 10.4% 71% 578 11.76% 2.6
Passaic Partners
2512
Passaic Partners
New Jersey
$827M +$167M +25% 9.13% 53.2% 13 23.08% 2
Pembroke Management
2513
Pembroke Management
Quebec, Canada
$827M +$141M +21% 10.2% 105% 80 28.75% 2.4
FORM Wealth Advisors
2514
FORM Wealth Advisors
Wisconsin
$827M +$90.5M +12% 8.51% – 66 9.09% 0.2
Alley Investment Management Company
2515
Alley Investment Management Company
Illinois
$826M +$29M +4% 5.47% 54.6% 91 9.89% 2.8
Focused Wealth Management
2516
Focused Wealth Management
New York
$826M +$86M +12% 11.2% 73.9% 233 28.76% 5.9
JGP Wealth Management
2517
JGP Wealth Management
Oregon
$825M +$65.4M +9% 7.57% 87.8% 207 13.04% 3.6
Tamar Securities
2518
Tamar Securities
California
$825M +$86.8M +12% 12.1% 84.8% 89 19.1% 3
JWBC
2519
J.W. Burns & Co
New York
$824M +$52.3M +7% 9.67% 95.4% 191 5.76% 7.4
KWB Wealth
2520
KWB Wealth
California
$823M -$6.05M -0.7% 7.91% 54.8% 169 19.53% 2.1
Covalis Capital
2521
Covalis Capital
United Kingdom
$823M +$294M +56% 7.42% 37.9% 90 77.78% 0.2
Golden State Wealth Management
2522
Golden State Wealth Management
California
$822M +$149M +22% 10.1% – 1,677 11.81% 1.2
Private Capital Advisors
2523
Private Capital Advisors
Connecticut
$821M -$15.3M -2% 3.51% 132% 87 18.39% 5.5
Onex Canada Asset Management
2524
Onex Canada Asset Management
Ontario, Canada
$820M +$43.9M +6% 11% 87.8% 124 11.29% 4.5
Cannae Holdings
2525
Cannae Holdings
Nevada
$820M -$95.6M -10% 0.22% 88.6% 5 0% 3.4