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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)
Gratus Wealth Advisors
3001
Gratus Wealth Advisors
Virginia
$691M -$29.9M -4% 2.17% 65.2% 140 10% 1.8
South Street Advisors
3002
South Street Advisors
New York
$690M -$21.9M -3% 1.33% 169% 84 14.29% 3.6
Wexford Capital
3003
Wexford Capital
Florida
$690M +$172M +33% 11.4% 128% 419 72.79% 0.9
Warwick Investment Management
3004
Warwick Investment Management
Texas
$690M +$41M +6% 0.65% 69.9% 163 24.54% 1.9
Larch Capital Partners
3005
Larch Capital Partners
Florida
$690M -$39.1M -5% 9.22% – 56 44.64% 0.1
Southernsun Asset Management
3006
Southernsun Asset Management
Tennessee
$690M -$26.5M -4% 6.34% 54.7% 32 3.13% 5.2
Alpha Capital Management
3007
Alpha Capital Management
Texas
$690M -$20M -3% 1.4% 88% 125 15.2% 4.9
Crews Bank & Trust
3008
Crews Bank & Trust
Florida
$690M -$9.02M -1% 1.35% – 683 10.25% 1.1
Chatham Capital Group
3009
Chatham Capital Group
Georgia
$689M -$13.5M -2% 1.81% 97% 205 6.83% 6.2
PPI
3010
Platinum Paramount Investment
$689M -$118M -15% 11.3% – 2 0% 0.3
Baron Silver Stevens Financial Advisors
3011
Baron Silver Stevens Financial Advisors
Florida
$689M -$3.71M -0.5% 1.54% 52.1% 141 11.35% 2.9
BBES
3012
Buffalo Business & Estate Services
New York
$689M -$6.92M -1% 2.24% – 109 27.52% 0.2
KPP Advisory Services
3013
KPP Advisory Services
Kentucky
$689M +$13.4K +0% 1.28% 87.9% 364 14.01% 1.5
Eagle Rock Investment Company
3014
Eagle Rock Investment Company
Georgia
$688M -$20.6M -3% 1.66% 121% 167 8.38% 2.9
Sierra Summit Advisors
3015
Sierra Summit Advisors
Nevada
$688M +$35.9M +5% 3.08% 302% 228 46.05% 1.1
Strategic Point Investment Advisors
3016
Strategic Point Investment Advisors
Rhode Island
$688M -$35.2M -5% 2.07% 58.2% 37 5.41% 5.1
Lebenthal Global Advisors
3017
Lebenthal Global Advisors
New York
$688M +$39.7M +6% 2.06% 57.2% 206 17.96% 2.2
Alpine Bank Wealth Management
3018
Alpine Bank Wealth Management
Colorado
$688M -$19M -3% 1.36% – 165 12.12% 1.2
Maridea Wealth Management
3019
Maridea Wealth Management
New York
$688M +$21.7M +3% 0.23% – 512 32.03% 0.6
University of Texas/Texas AM Investment Management Co (UTIMCO)
3020
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$687M -$20M -3% 0.83% 94.2% 388 40.46% 0.8
Security National Bank
3021
Security National Bank
Nebraska
$687M -$10.8M -2% 0.49% 125% 438 20.78% 2.2
Human Investing
3022
Human Investing
Oregon
$687M -$21.5M -3% 1.7% 56.9% 100 9% 3.9
Estabrook Capital Management
3023
Estabrook Capital Management
New York
$685M +$4.21M +0.6% 4.17% 87.2% 383 15.4% 7
Tolleson Wealth Management
3024
Tolleson Wealth Management
Texas
$685M -$7.63M -1% 2.22% 56.2% 94 4.26% 4.3
Hudson Edge Investment Partners
3025
Hudson Edge Investment Partners
New Jersey
$684M +$9.31M +1% 6.34% 67.9% 103 17.48% 4.4