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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)
Cranbrook Wealth Management
2651
Cranbrook Wealth Management
Michigan
$347M +$26.9M +8% 6.99% 48.8% 270 6.67% 3.6
Oak Management Corp
2652
Oak Management Corp
Connecticut
$347M +$88.6M +34% 38.3% 96.4% 4 0% 2.7
Paradigm Asset Management
2653
Paradigm Asset Management
New York
$347M +$6.71M +2% 3.23% 73.8% 445 26.97% 2.3
IBEX Wealth Advisors
2654
IBEX Wealth Advisors
New Jersey
$347M +$61.3M +21% 3.8% 221% 437 78.26% 0.2
D'Orazio & Associates
2655
D'Orazio & Associates
Virginia
$347M +$9.13M +3% 4.07% 61.2% 370 12.16% 2.8
Cypress Wealth Services
2656
Cypress Wealth Services
California
$347M +$30.7M +10% 2.9% 82.7% 274 9.85% 1.1
Baldwin Investment Management
2657
Baldwin Investment Management
Pennsylvania
$346M +$14.4M +4% 5.05% 74.8% 171 6.43% 3.3
Yaupon Capital Management
2658
Yaupon Capital Management
New York
$346M +$150M +76% 3.21% 122% 57 64.91% 0.2
Patton Albertson Miller Group
2659
Patton Albertson Miller Group
Tennessee
$346M +$149M +76% 3.75% 109% 245 54.29% 1.9
JCM
2660
JD Capital Management
Connecticut
$346M -$20M -5% 0.53% 47.8% 13 15.38% 1.5
P.J. Schmidt Investment Management (PJS)
2661
P.J. Schmidt Investment Management (PJS)
Wisconsin
$346M +$3.98M +1% 3.12% 65.9% 137 6.57% 4.1
Nadler Financial Group
2662
Nadler Financial Group
Illinois
$346M +$31.8M +10% 4.58% 81.8% 87 10.34% 4
NumerixS Investment Technologies
2663
NumerixS Investment Technologies
British Columbia, Canada
$346M -$402M -54% 2.6% 24.6% 1,491 56.94% 0.5
Hyperion Asset Management
2664
Hyperion Asset Management
Australia
$345M +$27.3M +9% 7.1% 151% 15 13.33% 1.2
StrategIQ Financial Group
2665
StrategIQ Financial Group
Indiana
$345M +$20.3M +6% 1.9% 12.6% 195 4.62% 2.1
Cozad Asset Management
2666
Cozad Asset Management
Illinois
$345M +$14.1M +4% 3.21% 132% 250 6.8% 0.9
Three Peaks Capital Management
2667
Three Peaks Capital Management
Colorado
$345M +$5.83M +2% 7.33% 84.5% 107 27.1% 1.7
AGM
2668
Alpine Global Management
New York
$344M -$1.44M -0.4% 0.35% 149% 135 80% 0.4
ACK Asset Management
2669
ACK Asset Management
Connecticut
$344M -$17.4M -5% 12.2% 132% 41 60.98% 0.8
Hudson Edge Investment Partners
2670
Hudson Edge Investment Partners
New Jersey
$344M +$12.2M +4% 2.72% 68.6% 143 10.49% 3.2
Aristotle Atlantic Partners
2671
Aristotle Atlantic Partners
Florida
$344M +$14.9M +5% 3.87% 144% 101 14.85% 0.8
Gerber Kawasaki Wealth & Investment Management
2672
Gerber Kawasaki Wealth & Investment Management
California
$344M +$7.4M +2% 4.78% 91.5% 122 7.38% 1.8
Versant Venture Management
2673
Versant Venture Management
California
$343M +$39.6M +13% 19.2% 409% 10 20% 2.3
MA Private Wealth
2674
MA Private Wealth
California
$343M +$28M +9% 2.86% 57.5% 95 11.58% 0.5
BCM
2675
BlueMar Capital Management
Florida
$343M +$55.5M +19% 8.36% 27.4% 66 46.97% 1.3