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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)
O'Keefe Stevens Advisory
3951
O'Keefe Stevens Advisory
New York
$488M +$82.9M +20% 20.5% 208% 84 13.1% 3.5
Investment Management Associates
3952
Investment Management Associates
Colorado
$487M +$67.6M +16% 7.31% 50.4% 36 30.56% 2.1
LPC
3953
Lineage Point Capital
Florida
$487M +$78M +19% 3.12% – 394 37.06% 0.3
Endeavour Capital Advisors
3954
Endeavour Capital Advisors
Connecticut
$487M +$46.2M +10% 14% 105% 39 15.38% 3.6
Parisi Gray Wealth Management
3955
Parisi Gray Wealth Management
New Jersey
$487M +$67.4M +16% 23% 137% 158 15.19% 3.8
Wealth Advisory Solutions
3956
Wealth Advisory Solutions
Indiana
$487M +$38.3M +9% 11.4% 60.5% 160 17.5% 2.3
Monetary Management Group
3957
Monetary Management Group
Missouri
$487M +$68M +16% 31.5% 138% 346 7.51% 7.7
Lorne Steinberg Wealth Management
3958
Lorne Steinberg Wealth Management
Canada
$487M +$64.5M +15% 15% 83.4% 75 13.33% 3.8
Harvey Capital Management
3959
Harvey Capital Management
Florida
$486M +$47.5M +11% 15.8% 147% 100 20% 3.8
Vodafone Ventures
3960
Vodafone Ventures
United Kingdom
$486M +$32.8M +7% 7.23% – 1 0% 0.5
Genworth Financial
3961
Genworth Financial
Virginia
$486M +$58.4M +14% 13.7% 73.6% 2 0% 5.1
Berkeley Capital Partners
3962
Berkeley Capital Partners
Georgia
$486M +$54.6M +13% 13% 62.8% 216 20.83% 4
Vaquero Private Wealth
3963
Vaquero Private Wealth
Texas
$486M – – 17.5% – 194 – 0
First Wilshire Securities Management
3964
First Wilshire Securities Management
California
$486M +$41.8M +9% 14.4% 135% 88 10.23% 5.4
Waller Financial Planning Group
3965
Waller Financial Planning Group
Ohio
$486M +$32.5M +7% 10.7% 47.5% 82 14.63% 4.5
Plan Group Financial
3966
Plan Group Financial
Oklahoma
$486M +$59.3M +14% 9.21% 63.4% 277 27.44% 1.3
Stephens Greth Foundation
3967
Stephens Greth Foundation
Texas
$485M +$165M +52% 12.9% – 4 0% 0.5
Cadent Capital Advisors
3968
Cadent Capital Advisors
Oklahoma
$485M +$98.6M +26% 22.6% 106% 221 24.43% 2
Crestview Partners IV
3969
Crestview Partners IV
New York
$485M +$153M +46% 47% 106% 2 0% 3.9
Field & Main Bank
3970
Field & Main Bank
Kentucky
$485M +$141M +41% 21.4% 107% 280 10% 6.6
AA
3971
Ashford Advisors
New York
$485M +$55.5M +13% 13.7% 66.5% 24 8.33% 3.5
Foursixthree Capital
3972
Foursixthree Capital
New York
$485M +$216M +81% 11.1% – 26 61.54% 0.4
Prentice Wealth Management
3973
Prentice Wealth Management
New York
$484M +$41.3M +9% 7.72% 47.8% 126 7.14% 2.9
Wedgewood Partners
3974
Wedgewood Partners
Missouri
$484M +$148K +0% 13.4% 78.1% 22 18.18% 5.6
Global View Capital Management
3975
Global View Capital Management
Wisconsin
$484M +$108M +29% 30.3% – 173 34.68% 0.8