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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)
WPI
3076
Walter Public Investments
Canada
$559M -$14.1M -2% 1.77% 72.7% 43 2.33% 1.9
Ellenbecker Investment Group
3077
Ellenbecker Investment Group
Wisconsin
$559M +$30M +6% 0.62% 56.3% 115 7.83% 3.8
LM Advisors
3078
LM Advisors
California
$559M +$66.9M +14% 5.42% – 200 21.5% 0.8
PAX Financial Group
3079
PAX Financial Group
Texas
$559M +$1.23M +0.2% 0.39% 56% 248 17.74% 2.6
First Turn Management
3080
First Turn Management
California
$558M -$73.3M -12% 0.83% – 45 35.56% 0.5
High Probability Advisors
3081
High Probability Advisors
New York
$558M -$29.5M -5% 1.83% 52.6% 57 3.51% 2.8
CM
3082
Capital Management
Virginia
$558M -$5.29M -0.9% 2.5% 63.6% 81 7.41% 4.3
EAM Global Investors
3083
EAM Global Investors
California
$557M +$61.6M +12% 27.2% 2,399% 168 69.05% 0.3
Sirios Capital Management
3084
Sirios Capital Management
Massachusetts
$557M -$7.95M -1% 6.42% 177% 69 17.39% 1.9
Valley National Advisers
3085
Valley National Advisers
Pennsylvania
$557M +$3.04M +0.5% 1.29% 87.2% 811 14.8% 5.5
KAS
3086
Kemnay Advisory Services
New York
$557M +$4.6M +0.8% 7.26% 167% 27 22.22% 3.5
MJP Associates
3087
MJP Associates
Connecticut
$557M +$29.1M +6% 2.33% 60.9% 249 23.69% 1.6
Essex Investment Management
3088
Essex Investment Management
Massachusetts
$556M -$17.5M -3% 12% 370% 322 10.87% 3.7
Thrive Wealth Management
3089
Thrive Wealth Management
Pennsylvania
$556M +$11.1M +2% 1.79% 84.1% 226 18.58% 2.1
Kelman-Lazarov Inc
3090
Kelman-Lazarov Inc
Tennessee
$556M -$25.7M -4% 1.6% 46.6% 113 7.08% 4.7
O'Brien Wealth Partners
3091
O'Brien Wealth Partners
Massachusetts
$555M +$45.1M +9% 0.26% 56.7% 70 10% 3.4
Peterson Wealth Advisors
3092
Peterson Wealth Advisors
Utah
$555M +$25.6M +5% 0.88% 50.9% 88 11.36% 3.5
Occudo Quantitative Strategies
3093
Occudo Quantitative Strategies
Florida
$555M +$5.88M +1% 3.11% 94.6% 1,018 69.94% 0.3
Lifeworks Advisors
3094
Lifeworks Advisors
Michigan
$554M +$45.4M +9% 1.96% 80.4% 325 14.77% 1.3
SA
3095
Strategic Advisors
New York
$554M +$17.7M +3% 5.53% 106% 219 17.81% 4.7
Oliver Luxxe Assets
3096
Oliver Luxxe Assets
New Jersey
$553M -$6.27M -1% 1.59% 137% 183 0.55% 3
Sphera Funds Management
3097
Sphera Funds Management
Israel
$553M -$75.2M -12% 0.94% 245% 133 33.08% 1.2
Elk River Wealth Management
3098
Elk River Wealth Management
Colorado
$552M +$2.49M +0.5% 1.33% 81.8% 102 7.84% 3
DSG Capital Advisors
3099
DSG Capital Advisors
Minnesota
$552M – – 3.77% – 122 – 0
Mirador Capital Partners
3100
Mirador Capital Partners
California
$552M -$4.12M -0.7% 2.45% 120% 211 15.17% 3.7