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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)
Live Oak Private Wealth
2676
Live Oak Private Wealth
North Carolina
$475M -$41.7M -8% 13.4% 65% 180 10.56% 1.8
Sabadell Asset Management
2677
Sabadell Asset Management
Spain
$475M -$105M -18% 16.3% – 178 24.72% 0.9
Lake Street Private Wealth
2678
Lake Street Private Wealth
Illinois
$475M -$82.1M -15% 14.1% 105% 347 21.04% 1.5
Steel Partners Holdings
2679
Steel Partners Holdings
New York
$474M +$29.4M +7% 1.89% – 3 0% 7.4
D.L. Carlson Investment Group
2680
D.L. Carlson Investment Group
New Hampshire
$474M -$128M -21% 15.5% 113% 156 19.23% 3.7
Valley National Advisers
2681
Valley National Advisers
Pennsylvania
$474M -$48.2M -9% 13.4% 87.2% 1,008 7.54% 4
Commodore Capital
2682
Commodore Capital
New York
$473M +$25.3M +6% 0.98% 2,121% 30 30% 0.9
Sunbelt Securities
2683
Sunbelt Securities
Texas
$473M -$73.4M -13% 13.6% 83.5% 489 18.4% 2.4
Teton Advisors
2684
Teton Advisors
New York
$473M -$107M -18% 9.17% 139% 311 6.75% 5.7
Point72 Europe
2685
Point72 Europe
United Kingdom
$473M -$112M -19% 12.2% 95.4% 66 54.55% 0.4
Spartan Fund Management
2686
Spartan Fund Management
Canada
$472M -$139M -23% 0.85% 25% 509 25.34% 0.2
Means Investment Company
2687
Means Investment Company
Maine
$472M -$80.6M -15% 16.7% 87.9% 203 11.33% 2.4
FAG
2688
Financial Advisory Group
Texas
$471M -$44.5M -9% 13.3% 20.6% 100 15% 4.4
HI
2689
Hyundai Investments
South Korea
$471M -$11M -2% 2.28% 74.8% 1 0% 0.5
Cahill Financial Advisors
2690
Cahill Financial Advisors
Minnesota
$470M -$61.2M -12% 13.3% 55.9% 225 10.67% 4.1
Cowen Investment Management
2691
Cowen Investment Management
New York
$470M +$3.26M +0.7% 6.6% 1.87% 313 35.14% 0.7
Beck Bode LLC
2692
Beck Bode LLC
Massachusetts
$470M +$26.2M +6% 12.2% 155% 259 54.05% 0.3
Cat Rock Capital Management
2693
Cat Rock Capital Management
Connecticut
$470M -$492M -51% 25.1% 66.7% 10 20% 2.2
Stansberry Asset Management
2694
Stansberry Asset Management
Texas
$470M -$146M -24% 13.3% 79.6% 120 24.17% 1.1
Intrua Financial
2695
Intrua Financial
Texas
$470M -$88.8M -16% 12.7% 71% 402 18.91% 1.3
Column Group
2696
Column Group
California
$470M -$69.5M -13% 21.2% 95.1% 7 0% 1.2
T
2697
TCWP
Ohio
$470M -$80.2M -15% 11.5% – 1,989 87.28% 0.4
Quent Capital
2698
Quent Capital
New York
$468M -$71.1M -13% 14.4% 78.1% 1,382 14.47% 0.4
Arbor Investment Advisors
2699
Arbor Investment Advisors
North Carolina
$467M -$56.9M -11% 12.4% 44.3% 118 12.71% 4.1
MUFG Bank
2700
MUFG Bank
Japan
$467M -$604M -56% 30.4% 74% 4 50% 0.5