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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)
Cypress Wealth Advisors
2876
Cypress Wealth Advisors
California
$219M -$2.76M -1% 1.4% 29.3% 225 16.44% 1.1
Steward Partners Investment Advisory
2877
Steward Partners Investment Advisory
New York
$219M – – 2.63% 88.5% 930 – 0
FIM
2878
Friedberg Investment Management
Texas
$219M -$13.4M -6% 1.4% 44.8% 108 20.37% 1.8
High Falls Advisors
2879
High Falls Advisors
New York
$218M -$51M -19% 1.88% 56.9% 91 25.27% 0.8
Benin Management Corp
2880
Benin Management Corp
Connecticut
$218M +$10.9M +5% 8.43% 91.7% 109 13.76% 2.7
Valley National Advisers
2881
Valley National Advisers
Pennsylvania
$218M +$24.1M +12% 3.83% 87.2% 827 23.22% 1.5
Wildcat Capital Management
2882
Wildcat Capital Management
New York
$217M -$114M -34% 18% 126% 28 64.29% 0.9
LM
2883
Litespeed Management
New York
$217M -$33.1M -13% 6.52% 73.7% 21 80.95% 0.2
Mosaic Family Wealth
2884
Mosaic Family Wealth
Missouri
$217M +$1.85M +0.9% 2.42% 85.2% 782 11.38% 0.9
Pelham Capital
2885
Pelham Capital
United Kingdom
$217M -$55M -20% 12.5% 135% 5 80% 1
Redmond Asset Management
2886
Redmond Asset Management
Virginia
$217M +$12.5M +6% 3.59% 61.5% 164 15.85% 2
Arete Wealth Advisors
2887
Arete Wealth Advisors
Illinois
$217M +$42M +24% 6.31% 85.3% 207 36.71% 1.1
Monetary Management Group
2888
Monetary Management Group
Missouri
$216M +$291K +0.1% 3.04% 138% 336 15.48% 2.4
Thomas J. Herzfeld Advisors
2889
Thomas J. Herzfeld Advisors
Florida
$216M +$28.4M +15% 1.29% 17.7% 324 14.81% 1.9
Greenhouse Funds
2890
Greenhouse Funds
Maryland
$216M – – 4.5% 90.7% 38 – 0
PAS
2891
Partnervest Advisory Services
California
$216M +$4.36M +2% 1.82% 45.1% 214 15.42% 1.8
III
2892
Independent Investors Inc
New York
$216M -$130K -0.1% 2.89% 61.6% 84 10.71% 3
Taylor Wealth Management Partners
2893
Taylor Wealth Management Partners
Massachusetts
$216M -$6.84M -3% 2.24% 62% 185 16.76% 1.2
Sanders Morris Harris
2894
Sanders Morris Harris
Texas
$216M -$114M -34% 0.24% 85.8% 166 33.13% 0.6
Van Hulzen Asset Management
2895
Van Hulzen Asset Management
California
$216M +$31.5M +17% 0.22% 86.3% 183 42.62% 1.2
Sky Investment Group
2896
Sky Investment Group
Connecticut
$215M +$483K +0.2% 1.4% 68% 96 12.5% 2.3
Pinkerton Retirement Specialists
2897
Pinkerton Retirement Specialists
Idaho
$215M -$21.9M -9% 2.3% 82.9% 688 12.79% 0.7
Bard Associates
2898
Bard Associates
Illinois
$215M +$10.5M +5% 9.24% 241% 183 8.74% 2.5
WC
2899
Whitnell & Co
Illinois
$215M -$77.6M -26% 1.08% 36.6% 414 15.94% 2.1
PWAP
2900
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$215M +$4.53M +2% 4.23% 58.5% 119 8.4% 2.8