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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)
HP
2551
Havemeyer Place
Connecticut
$1.01B +$146M +17% 18.6% – 716 61.31% 0.2
Lavaca Capital
2552
Lavaca Capital
Texas
$1.01B +$448M +79% 18.3% 46.5% 377 29.18% 1.6
Accel Leaders 4 Associates
2553
Accel Leaders 4 Associates
California
$1.01B +$537M +113% 166% – 1 0% 1.5
Counterpoint Mutual Funds
2554
Counterpoint Mutual Funds
California
$1.01B +$345M +52% 28.2% 74.3% 413 57.38% 0.3
Quantum Financial Advisors
2555
Quantum Financial Advisors
California
$1.01B +$120M +13% 12.3% 61.1% 261 15.33% 1.9
DiNuzzo Private Wealth
2556
DiNuzzo Private Wealth
Pennsylvania
$1.01B +$82.8M +9% 8.63% 42.7% 1,383 5.28% 2.2
Gladstone Capital Management
2557
Gladstone Capital Management
United Kingdom
$1.01B +$14.8M +1% 38.7% 304% 44 36.36% 1.1
IAG Wealth Partners
2558
IAG Wealth Partners
Wisconsin
$1.01B +$115M +13% 8.91% 47.3% 525 6.29% 3.9
Redwood Investment Management
2559
Redwood Investment Management
Arizona
$1.01B +$204M +25% 16.2% 62.5% 361 42.11% 1.4
Steigerwald Gordon & Koch
2560
Steigerwald Gordon & Koch
Virginia
$1.01B +$34.7M +4% 8.38% 59.5% 786 3.56% 1.7
KR Capital LP
2561
KR Capital LP
New York
$1.01B +$510M +102% 41.4% – 103 75.73% 0.1
Catalyst Financial Partners
2562
Catalyst Financial Partners
Massachusetts
$1.01B +$161M +19% 19.9% 98.6% 435 19.31% 1.9
Grove Bank & Trust
2563
Grove Bank & Trust
Florida
$1.01B +$124M +14% 14.2% 80.5% 931 12.89% 3.4
Occidental Asset Management
2564
Occidental Asset Management
California
$1.01B +$163M +19% 17.7% 82.5% 347 23.63% 3.3
Eagle Strategies
2565
Eagle Strategies
New York
$1.01B +$169M +20% 16.1% 77.7% 282 11.7% 2.2
Patton Albertson Miller Group
2566
Patton Albertson Miller Group
Tennessee
$1B +$163M +19% 24.4% 117% 217 4.15% 6
Mar Vista Investment Partners
2567
Mar Vista Investment Partners
California
$1B +$5.09M +0.5% 14.3% 73.9% 36 11.11% 5.8
BDWCC
2568
B&D White Capital Company
Texas
$1B +$196M +24% 10.9% 38.1% 102 35.29% 1.2
Sendero Wealth Management
2569
Sendero Wealth Management
Texas
$1B +$100M +11% 13.7% 99.2% 222 13.51% 2.1
BlueStem Wealth Partners
2570
BlueStem Wealth Partners
Minnesota
$1B +$104M +12% 12.1% – 143 24.48% 1.1
KL
2571
KIM LLC
Kansas
$1B +$27.4M +3% 26.9% 51.1% 69 4.35% 0.9
Fulcrum Asset Management
2572
Fulcrum Asset Management
United Kingdom
$1B +$341M +52% 22.1% – 1,054 81.78% 0.2
Advisory Research
2573
Advisory Research
Illinois
$1B +$189M +23% 24.2% 144% 139 3.6% 3.9
Hohimer Wealth Management
2574
Hohimer Wealth Management
Washington
$1B +$155M +18% 15.3% 99.7% 424 16.98% 1.8
Sheets Smith Wealth Management
2575
Sheets Smith Wealth Management
North Carolina
$1B +$112M +13% 14.2% 83.4% 424 11.08% 5.1