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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)
Avestar Capital
2526
Avestar Capital
New York
$561M +$8.05M +1% 9.79% 112% 359 27.3% 1.7
Flaharty Asset Management
2527
Flaharty Asset Management
Florida
$560M +$26M +5% 3.32% 37.8% 120 10% 2.8
Lodestar Private Asset Management
2528
Lodestar Private Asset Management
California
$560M +$38.8M +7% 6.88% 64.4% 197 7.11% 0.2
Dow Chemical Company
2529
Dow Chemical Company
Michigan
$560M +$149M +36% 3.95% 29.4% 7 42.86% 0.9
Oxbow Advisors
2530
Oxbow Advisors
Texas
$559M +$28.7M +5% 4.61% 66.3% 226 19.03% 4.5
Retirement Investment Advisors
2531
Retirement Investment Advisors
Oklahoma
$559M +$404M +262% 6.17% – 73 43.84% 0.2
Baker Ellis Asset Management
2532
Baker Ellis Asset Management
Washington
$559M +$42.5M +8% 5.57% 91.9% 221 11.76% 4.9
1SP
2533
140 Summer Partners
New York
$558M +$43.5M +8% 4.22% 202% 15 40% 0.6
Torray Investment Partners
2534
Torray Investment Partners
Maryland
$557M +$2.08M +0.4% 4.5% 97.2% 106 7.55% 4.5
Beaird Harris Wealth Management
2535
Beaird Harris Wealth Management
Texas
$557M +$22.1M +4% 3.6% 41.3% 779 42.36% 0.9
Intelligence Driven Advisers
2536
Intelligence Driven Advisers
California
$556M +$10.9M +2% 3.84% 65.6% 106 19.81% 1.7
City Holding Co
2537
City Holding Co
West Virginia
$556M +$20.6M +4% 5.47% 89.2% 539 7.61% 5.5
Cornerstone Advisory
2538
Cornerstone Advisory
Maryland
$555M +$47.8M +9% 4.91% 53.5% 215 10.7% 4
Chiron Investment Management
2539
Chiron Investment Management
New York
$555M +$129M +30% 15.1% 104% 180 61.67% 0.3
Arden Trust
2540
Arden Trust
Delaware
$554M +$61.7M +13% 4.55% 22.5% 302 20.86% 4.3
S&T Bank
2541
S&T Bank
Pennsylvania
$554M +$12M +2% 5.01% 193% 113 13.27% 5
JCM
2542
JS Capital Management
New York
$554M +$174M +46% 14.5% 52.4% 30 53.33% 1
Ropes Wealth Advisors
2543
Ropes Wealth Advisors
Massachusetts
$553M -$3.51M -0.6% 6.76% 71% 274 7.3% 5.2
SIA
2544
Strategic Investment Advisors
Michigan
$553M +$70.5M +15% 6.29% 66.1% 253 17.39% 1.8
Minot Capital
2545
Minot Capital
Colorado
$552M +$54.1M +11% 9.61% 19.6% 21 4.76% 2.4
Taikang Asset Management (HK)
2546
Taikang Asset Management (HK)
Hong Kong
$552M +$78M +16% 15.2% 172% 67 10.45% 3.3
Arctis Global
2547
Arctis Global
Puerto Rico
$552M +$496M +882% 5% 69.5% 24 91.67% 0.2
FCP
2548
Fine Capital Partners
New York
$552M -$1.46M -0.3% 2.55% 95.5% 2 0% 7.6
Vision Capital Management
2549
Vision Capital Management
Oregon
$552M +$28.2M +5% 8% 78.4% 103 9.71% 4.7
KC
2550
Keenan Capital
California
$551M +$52.2M +10% 10% 110% 13 15.38% 3