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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)
Strategies Wealth Advisors
2576
Strategies Wealth Advisors
Michigan
$687M +$36.6M +6% 1.08% 64.6% 101 10.89% 1.8
Greatmark Investment Partners
2577
Greatmark Investment Partners
Georgia
$686M -$18.1M -3% 1.3% 62% 129 3.1% 6.2
Adams Natural Resources Fund
2578
Adams Natural Resources Fund
Maryland
$685M -$23.7M -3% 2.92% 50.6% 55 1.82% 6.9
Aperture Investors
2579
Aperture Investors
New York
$685M -$96.5M -12% 0.06% 211% 93 32.26% 1.3
Monograph Wealth Advisors
2580
Monograph Wealth Advisors
California
$684M +$3.08M +0.5% 2.19% 68% 163 41.72% 1.7
Gilbert & Cook
2581
Gilbert & Cook
Iowa
$684M -$49.7M -7% 1.87% 63.2% 229 10.92% 3.3
LP
2582
LGL Partners
Pennsylvania
$684M +$87.1M +15% 2.65% 68.9% 120 19.17% 3.4
LVW Advisors
2583
LVW Advisors
New York
$684M +$93.2M +16% 2.89% 79.1% 315 15.24% 2.9
Arbor Investment Advisors
2584
Arbor Investment Advisors
North Carolina
$684M +$820K +0.1% 0.47% 44.3% 115 15.65% 4.7
Ascent Wealth Partners
2585
Ascent Wealth Partners
New York
$683M +$9.4M +1% 3.35% 105% 167 10.78% 4
GCM Grosvenor Holdings
2586
GCM Grosvenor Holdings
Illinois
$683M +$27.2M +4% 5.16% 78.7% 22 13.64% 1
Avitas Wealth Management
2587
Avitas Wealth Management
California
$683M +$24.6M +4% 6.6% 56.2% 213 8.92% 2.9
Bedel Financial Consulting
2588
Bedel Financial Consulting
Indiana
$682M +$44.8M +7% 8.07% 104% 260 6.15% 4.3
Keebeck Wealth Management
2589
Keebeck Wealth Management
Illinois
$682M +$1.88M +0.3% 3.35% 81.3% 287 12.54% 2.7
LaFleur & Godfrey
2590
LaFleur & Godfrey
Michigan
$682M +$5.99M +0.9% 1.58% 85.2% 141 8.51% 4.2
Multicoin Capital Management
2591
Multicoin Capital Management
Texas
$681M +$44.2M +7% 1.21% – 3 0% 0.4
Cary Street Partners Asset Management
2592
Cary Street Partners Asset Management
Virginia
$681M +$36.1M +6% 0.26% 25.3% 210 11.43% 2.3
Ardsley Advisory Partners
2593
Ardsley Advisory Partners
Connecticut
$681M -$15.3M -2% 6.14% 555% 188 59.57% 0.7
MONECO Advisors
2594
MONECO Advisors
Connecticut
$680M +$50.5M +8% 2.11% 70.5% 450 16.67% 2.2
Cooper Financial Group
2595
Cooper Financial Group
California
$680M +$71.7M +12% 2.93% 87.2% 398 18.84% 2.1
Passaic Partners
2596
Passaic Partners
New Jersey
$680M -$13.5M -2% 1.44% 53.2% 11 0% 1.3
Newbrook Capital Advisors
2597
Newbrook Capital Advisors
New York
$680M -$91.2M -12% 4.46% 299% 21 23.81% 0.9
Patriot Financial Group Insurance Agency
2598
Patriot Financial Group Insurance Agency
Massachusetts
$680M +$50.7M +8% 2.96% 97.3% 518 14.09% 3.7
Liberty Mutual Group Asset Management
2599
Liberty Mutual Group Asset Management
Massachusetts
$679M +$328M +94% 0.46% 47.9% 131 19.08% 1.6
Greenland Capital Management
2600
Greenland Capital Management
New York
$679M -$218M -24% 3.23% 210% 501 67.86% 0.3