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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)
FRG Family Wealth Advisors
2726
FRG Family Wealth Advisors
Washington
$259M +$18.2M +8% 5.62% 76.4% 133 4.51% 1.1
Laurel Wealth Advisors (California)
2727
Laurel Wealth Advisors (California)
California
$259M +$33.3M +15% 5.54% 33% 318 18.87% 0.9
Gargoyle Investment Advisor
2728
Gargoyle Investment Advisor
New Jersey
$259M +$2.56M +1% 6.7% 34.5% 233 43.78% 1
Sheffield Asset Management
2729
Sheffield Asset Management
Illinois
$259M -$111M -30% 0.44% 24.5% 14 21.43% 0.6
Veritas Investment Management (UK)
2730
Veritas Investment Management (UK)
United Kingdom
$259M +$16.2M +7% 5.96% 151% 50 8% 2.4
KWMG LLC
2731
KWMG LLC
Kansas
$259M +$29.1M +13% 2.92% 76.2% 145 36.55% 1.6
MTIP
2732
Magee Thomson Investment Partners
California
$259M -$29.1M -10% 14.1% 94.3% 117 28.21% 1
EFG Asset Management (Americas)
2733
EFG Asset Management (Americas)
Florida
$259M +$29.2M +13% 6.57% 112% 128 26.56% 1.4
YP
2734
YG Partners
New York
$259M -$841K -0.3% 7.32% – 45 42.22% 0.6
Baldwin Investment Management
2735
Baldwin Investment Management
Pennsylvania
$258M +$6.62M +3% 4.17% 74.8% 122 3.28% 3.2
Probity Advisors
2736
Probity Advisors
Texas
$258M +$20.1M +8% 3.43% 61.7% 140 7.14% 0.7
MP
2737
Mediatel Partners
Texas
$258M +$16.9M +7% 7.18% 11.6% 2 0% 3.8
Lagoda Investment Management
2738
Lagoda Investment Management
New York
$258M -$33.5M -12% 2.29% 250% 41 14.63% 1.5
Atalan Capital Partners
2739
Atalan Capital Partners
New York
$257M +$44.7M +21% 10.8% 319% 19 47.37% 0.6
Kovack Advisors
2740
Kovack Advisors
Florida
$257M +$46.7M +22% 6.97% 118% 339 28.61% 1.1
Versor Investments
2741
Versor Investments
New York
$257M +$9.26M +4% 12.7% 240% 158 64.56% 0.1
Dynamic Advisor Solutions
2742
Dynamic Advisor Solutions
Arizona
$257M +$5.76M +2% 3.92% 70.9% 231 19.91% 1.7
Rothschild Capital Partners
2743
Rothschild Capital Partners
New York
$257M +$20.8M +9% 7.77% 90.8% 60 36.67% 1.6
D'Orazio & Associates
2744
D'Orazio & Associates
Virginia
$256M +$5.68M +2% 2.96% 61.2% 317 15.77% 1.8
Analyst IMS Investment Management Services
2745
Analyst IMS Investment Management Services
Israel
$256M +$27.3M +12% 8.32% 99.4% 108 6.48% 1.7
BB&T Investment Services
2746
BB&T Investment Services
North Carolina
$256M +$120M +88% 4.63% – 1,158 31.78% 0.2
Focused Wealth Management
2747
Focused Wealth Management
New York
$256M +$18.9M +8% 4.83% 73.9% 779 11.04% 2.5
Koshinski Asset Management
2748
Koshinski Asset Management
Illinois
$255M +$53.6M +27% 5.07% 76.5% 340 22.35% 1.2
LYV
2749
Live Your Vision
Pennsylvania
$255M +$19.9M +8% 4.24% 17.9% 335 10.45% 0.9
13D Management
2750
13D Management
New York
$255M +$10.7M +4% 8.58% 157% 36 19.44% 1.1