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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)
Passaic Partners
2726
Passaic Partners
New Jersey
$688M +$20.1M +3% 3.35% 53.2% 14 14.29% 1.4
Oslo Pensjonsforsikring
2727
Oslo Pensjonsforsikring
$687M -$126M -16% 0.18% 79% 474 13.08% 0.6
Arkos Global Advisors
2728
Arkos Global Advisors
Texas
$686M -$3.55M -0.5% 1.64% 43.6% 139 13.67% 2.7
Novem Group
2729
Novem Group
New York
$686M – – 0.04% – 379 – 0
Ardmore Road Asset Management
2730
Ardmore Road Asset Management
New York
$686M -$89.8M -12% 13.6% 245% 53 54.72% 0.5
KWMG
2731
King Wealth Management Group
Florida
$686M +$43.8M +7% 2.5% 86% 165 15.15% 5.5
Aprio Wealth Management
2732
Aprio Wealth Management
Georgia
$685M +$60.1M +10% 2.16% 66.1% 330 16.36% 1.5
Financial Partners Group (Kansas)
2733
Financial Partners Group (Kansas)
Kansas
$685M +$9.7M +1% 1.5% 76.7% 201 15.92% 2.9
Fort Sheridan Advisors
2734
Fort Sheridan Advisors
Illinois
$685M +$26.2M +4% 3.91% 109% 265 13.21% 3
Flaharty Asset Management
2735
Flaharty Asset Management
Florida
$685M -$26.3M -4% 0.77% 37.8% 454 73.35% 3.2
Covalis Capital
2736
Covalis Capital
United Kingdom
$684M -$26.5M -4% 1.28% 37.9% 88 72.73% 0.2
NWF Advisory Services
2737
NWF Advisory Services
California
$683M -$4.98M -0.7% 2.97% 120% 433 55.43% 1
De Lisle Partners
2738
De Lisle Partners
United Kingdom
$682M +$65.2M +11% 4.47% – 203 10.34% 0.6
LS Investment Advisors
2739
LS Investment Advisors
Michigan
$682M +$5.13M +0.8% 2.63% 98.7% 141 6.38% 8.5
BSW Wealth Partners
2740
BSW Wealth Partners
Colorado
$681M +$14.9M +2% 0.73% 75.4% 331 15.41% 3.5
Vision Capital Management
2741
Vision Capital Management
Oregon
$681M -$28.9M -4% 0.16% 78.4% 134 7.46% 4.3
Simcoe Capital Management
2742
Simcoe Capital Management
New York
$680M -$81.9M -11% 3.95% 48.7% 18 55.56% 1.4
Taikang Asset Management (HK)
2743
Taikang Asset Management (HK)
Hong Kong
$680M -$269M -28% 6.59% 172% 121 27.27% 2.4
Quadcap Wealth Management
2744
Quadcap Wealth Management
Texas
$680M +$40.2M +6% 1.72% 94.2% 424 19.58% 0.8
Tairen Capital
2745
Tairen Capital
Hong Kong
$680M -$2.14B -76% 6.92% 462% 83 45.78% 0.2
Baker Ellis Asset Management
2746
Baker Ellis Asset Management
Washington
$680M -$27.1M -4% 0.24% 91.9% 230 8.26% 5.6
John G. Ullman & Associates
2747
John G. Ullman & Associates
New York
$680M -$15.9M -2% 3.93% 156% 185 10.27% 4.6
D'Orazio & Associates
2748
D'Orazio & Associates
Virginia
$680M -$26.4M -4% 3.02% 61.2% 271 17.34% 3
Zevin Asset Management
2749
Zevin Asset Management
Massachusetts
$679M +$32.8M +5% 0.85% 71.7% 89 11.24% 5.2
George Kaiser Family Foundation
2750
George Kaiser Family Foundation
Oklahoma
$679M +$24.5M +4% 11.7% 106% 19 21.05% 3.1