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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)
Keebeck Wealth Management
2576
Keebeck Wealth Management
Illinois
$846M +$81.9M +11% 7.38% 81.3% 380 17.89% 2.5
Bay Colony Advisors
2577
Bay Colony Advisors
Massachusetts
$845M +$121M +17% 8.71% 91.8% 555 23.24% 2.8
Goldstone Financial Group
2578
Goldstone Financial Group
Illinois
$845M +$88.1M +12% 6.18% 54.9% 227 14.54% 1.7
BDF Gestion
2579
BDF Gestion
France
$845M -$48.5M -5% 9.4% – 147 9.52% 1.1
Mint Tower Capital Management
2580
Mint Tower Capital Management
Netherlands
$844M +$171M +25% 3.94% 40% 248 52.02% 0.5
Schneider Downs Wealth Management Advisors
2581
Schneider Downs Wealth Management Advisors
Pennsylvania
$843M +$174M +26% 8.11% 61.5% 153 7.84% 3.9
Steel Grove Capital Advisors
2582
Steel Grove Capital Advisors
Tennessee
$843M -$1.32M -0.2% 9.43% 106% 184 4.35% 3.5
Engine Capital Management
2583
Engine Capital Management
New York
$842M +$369M +78% 5.81% 21.1% 30 16.67% 2.2
Aviance Capital Partners
2584
Aviance Capital Partners
Florida
$842M +$76.9M +10% 10.7% 109% 375 9.87% 4.5
Souders Financial Advisors
2585
Souders Financial Advisors
Ohio
$841M +$55.2M +7% 5.72% 54.9% 211 7.58% 2.7
VCM
2586
Violich Capital Management
California
$840M +$130M +18% 14.1% 111% 112 15.18% 6.9
Capricorn Investment Group
2587
Capricorn Investment Group
California
$840M +$230M +38% 62.4% 95.9% 5 0% 3.5
Moloney Securities Asset Management
2588
Moloney Securities Asset Management
Missouri
$840M +$31.4M +4% 7.86% 86% 552 18.84% 3.8
Archford Capital Strategies
2589
Archford Capital Strategies
Illinois
$840M +$57.9M +7% 7.92% 87.4% 347 14.12% 4
Royal Fund Management
2590
Royal Fund Management
Florida
$840M -$168M -17% 9.13% 103% 360 25.83% 3.2
WoodTrust Financial
2591
WoodTrust Financial
Wisconsin
$840M +$53.2M +7% 7.46% 80.3% 193 28.5% 2.8
Nelson Capital Management
2592
Nelson Capital Management
California
$840M +$83.3M +11% 10.8% 121% 110 10% 5.9
Claret Asset Management
2593
Claret Asset Management
Quebec, Canada
$839M +$67M +9% 11% 73.3% 446 10.99% 1.7
United Bank (Virginia)
2594
United Bank (Virginia)
Virginia
$839M +$3.7M +0.4% 7.54% 76.1% 142 12.68% 5.6
Wealth Management Nebraska
2595
Wealth Management Nebraska
Nebraska
$839M +$99.2M +13% 6.16% – 95 16.84% 0.5
AO
2596
Allen Operations
New York
$838M +$111M +15% 16.9% 218% 37 8.11% 4.8
Parker Investment Management
2597
Parker Investment Management
California
$837M +$122M +17% 18.3% 208% 47 21.28% 3.5
Prospector Partners
2598
Prospector Partners
Connecticut
$837M -$37.9M -4% 4.01% 53.6% 99 12.12% 5
Absher Wealth Management
2599
Absher Wealth Management
North Carolina
$837M +$30M +4% 5.56% 54.5% 92 26.09% 3
Tran Capital Management
2600
Tran Capital Management
California
$837M -$13M -2% 7.59% 173% 74 12.16% 2.6