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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)
Family Management
2951
Family Management
New York
$434M +$24.1M +6% 5.18% 69% 186 25.81% 2.6
Alera Investment Advisors
2952
Alera Investment Advisors
Illinois
$434M +$10.9M +3% 6.94% 28.9% 181 8.84% 1.9
DCM
2953
Divisar Capital Management
California
$434M +$25.2M +6% 7.93% 194% 35 14.29% 2.5
Citizens Business Bank
2954
Citizens Business Bank
California
$434M -$2.83M -0.6% 6% 108% 122 13.93% 6.3
Oak Harvest Investment Services
2955
Oak Harvest Investment Services
Texas
$434M +$49.5M +13% 6.19% 120% 106 16.04% 1.5
Center for Financial Planning
2956
Center for Financial Planning
Michigan
$434M +$22.1M +5% 6.06% 64.4% 559 6.8% 2.5
One William Street Capital Management
2957
One William Street Capital Management
New York
$433M +$329M +313% 3.46% 44% 4 25% 0.3
Peavine Capital
2958
Peavine Capital
Nevada
$433M +$6.91M +2% 4.07% 30.8% 13 7.69% 3.9
One Wealth Advisors
2959
One Wealth Advisors
California
$433M -$4.98M -1% 8.4% 66% 639 70.42% 1.4
Sapience Investments
2960
Sapience Investments
California
$433M -$43.8M -9% 1.48% 54.9% 82 7.32% 3.3
Klaas Financial Asset Advisors
2961
Klaas Financial Asset Advisors
Illinois
$432M +$29.9M +7% 4.13% 39.5% 46 10.87% 1.7
Land & Buildings Investment Management
2962
Land & Buildings Investment Management
Connecticut
$432M -$31.8M -7% 5.54% 53.9% 24 25% 1.2
Sagefield Capital
2963
Sagefield Capital
Texas
$432M +$37.8M +10% 3.58% 115% 123 44.72% 0.7
Hein Park Capital Management
2964
Hein Park Capital Management
New York
$432M +$84.5M +24% 2.22% 122% 9 11.11% 1.6
NWF Advisory Services
2965
NWF Advisory Services
California
$431M – – 8.09% 120% 284 – 0
Domani Wealth
2966
Domani Wealth
Pennsylvania
$431M +$31.3M +8% 7.05% 48.6% 122 8.2% 4.9
Fractal Investments
2967
Fractal Investments
Connecticut
$430M +$10.8M +3% 2.37% 74.2% 104 19.23% 0.8
180 Wealth Advisors
2968
180 Wealth Advisors
Washington
$430M +$4.58M +1% 10.8% 165% 390 12.56% 2.8
Divergent Wealth Advisors
2969
Divergent Wealth Advisors
Utah
$429M +$30.2M +8% 6.03% 14.7% 32 15.63% 2.5
Confluence Wealth Services
2970
Confluence Wealth Services
Pennsylvania
$429M +$44.1M +11% 6.03% 64.5% 262 12.21% 1
PGCM
2971
Prescott Group Capital Management
Oklahoma
$428M -$30.5M -7% 2.08% 135% 205 30.24% 2
Winslow Asset Management
2972
Winslow Asset Management
Ohio
$428M +$5.81M +1% 8.31% 89.9% 76 7.89% 6.8
McIlrath & Eck
2973
McIlrath & Eck
Washington
$428M +$40.1M +10% 6.96% 44% 982 16.19% 3.1
American Assets Capital Advisers
2974
American Assets Capital Advisers
California
$428M +$15.3M +4% 11.2% 73.5% 41 29.27% 2.5
High Probability Advisors
2975
High Probability Advisors
New York
$428M +$62.8M +17% 4.19% 52.6% 44 2.27% 1.8