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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)
Gryphon Financial Partners
2701
Gryphon Financial Partners
Ohio
$700M -$40M -5% 3.14% 93.7% 292 16.78% 3.2
St Louis Trust
2702
St Louis Trust
Missouri
$699M -$11.3M -2% 1.53% 71.4% 111 2.7% 5
GCM Grosvenor Holdings
2703
GCM Grosvenor Holdings
Illinois
$699M +$41.1M +6% 2.51% 78.7% 23 21.74% 1.3
Technology Crossover Management X
2704
Technology Crossover Management X
California
$699M -$396M -36% 19.4% 73.1% 6 0% 3.5
Parr McKnight Wealth Management Group
2705
Parr McKnight Wealth Management Group
Minnesota
$698M – – 0.95% – 229 – 0
ABC Arbitrage
2706
ABC Arbitrage
France
$697M – – 2.99% – 192 – 0
Torray Investment Partners
2707
Torray Investment Partners
Maryland
$697M -$17.4M -2% 0.2% 97.2% 106 8.49% 4.9
Marietta Wealth Management
2708
Marietta Wealth Management
Georgia
$697M +$8.81M +1% 2.72% 93% 113 7.96% 4.5
Thompson Investment Management
2709
Thompson Investment Management
Wisconsin
$696M -$4.51M -0.6% 0.95% 100% 541 14.23% 3.3
GECH
2710
Garnet Equity Capital Holdings
New York
$695M +$350M +102% 12.6% 302% 34 41.18% 0.9
Onyx Bridge Wealth Group
2711
Onyx Bridge Wealth Group
New York
$694M +$31.1M +5% 1.02% 74.6% 304 13.16% 2
AMCI
2712
Al Mehwar Commercial Investments
United Arab Emirates
$694M +$128M +23% 22.5% – 2 50% 0.5
TT International Asset Management
2713
TT International Asset Management
United Kingdom
$694M -$121M -15% 26.7% 331% 73 45.21% 0.7
Keebeck Wealth Management
2714
Keebeck Wealth Management
Illinois
$694M +$3.12M +0.5% 1.89% 81.3% 299 21.74% 2.7
Mosaic Family Wealth Partners
2715
Mosaic Family Wealth Partners
Missouri
$693M +$19.4M +3% 0.31% 67.5% 223 10.31% 1.6
McGuire Investment Group
2716
McGuire Investment Group
Rhode Island
$693M -$17.5M -2% 1.6% 202% 119 13.45% 4.1
Wallington Asset Management
2717
Wallington Asset Management
Indiana
$692M -$25.6M -4% 0.66% 108% 99 5.05% 4.9
Revolve Wealth Partners
2718
Revolve Wealth Partners
New Jersey
$692M +$35.3M +5% 0.68% 67.4% 233 22.32% 1.7
Wilkins Investment Counsel
2719
Wilkins Investment Counsel
Massachusetts
$692M -$31.6M -4% 2.98% 56.2% 130 6.15% 5.2
Condire Management
2720
Condire Management
Texas
$691M -$105M -13% 8.83% 187% 21 23.81% 1.4
Monaco Asset Management
2721
Monaco Asset Management
Monaco
$690M -$753K -0.1% 5.09% 120% 101 48.51% 0.9
Pinkerton Retirement Specialists
2722
Pinkerton Retirement Specialists
Idaho
$689M +$1.83M +0.3% 0.41% 98% 166 40.96% 2.9
LP
2723
LGL Partners
Pennsylvania
$689M -$23M -3% 2.97% 68.9% 134 15.67% 3.5
Ninepoint Partners
2724
Ninepoint Partners
Ontario, Canada
$689M -$234M -25% 2.66% 82.6% 100 25% 1.5
Goldstein Advisors
2725
Goldstein Advisors
Wisconsin
$689M +$30.7M +5% 0.29% 62.6% 208 6.25% 1.4