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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
4326
O'Keefe Stevens Advisory
New York
$305M -$18.3M -6% 0.22% 208% 76 14.47% 3.3
Stolper & Co
4327
Stolper & Co
Oklahoma
$305M +$4.71M +2% 3.6% 77.1% 89 3.37% 4
SWS Partners
4328
SWS Partners
Ohio
$305M -$25.5M -8% 2.05% 127% 120 10.83% 2.7
Glass Jacobson Investment Advisors
4329
Glass Jacobson Investment Advisors
Maryland
$305M +$7.45K +0% 1.04% 63.1% 840 0% 1.7
GSG Advisors
4330
GSG Advisors
New Jersey
$305M -$12.8M -4% 3.89% 99.3% 120 15% 1.2
TA
4331
TrueWealth Advisors
Alabama
$304M +$4.88M +2% 1.17% 60.9% 240 20.83% 2.4
Prosight Management
4332
Prosight Management
Texas
$304M -$57.5M -16% 14.5% 39.5% 42 23.81% 1.1
Freemont Management
4333
Freemont Management
Switzerland
$304M +$74.7M +33% 9.06% 102% 108 37.96% 1.6
ArchPoint Investors
4334
ArchPoint Investors
Florida
$304M -$309K -0.1% 6.14% 111% 71 8.45% 3.9
Warther Private Wealth
4335
Warther Private Wealth
Ohio
$304M +$6.84M +2% 0.78% 94.1% 90 34.44% 1.5
TSP Capital Management Group
4336
TSP Capital Management Group
New Jersey
$304M +$9.47M +3% 8.3% 186% 47 2.13% 5.3
Prevatt Capital
4337
Prevatt Capital
Bahamas
$304M -$43.4M -12% 5.04% – 14 21.43% 1.1
Ogorek Anthony Joseph
4338
Ogorek Anthony Joseph
New York
$304M -$10.5M -3% 2.15% 61.1% 695 58.13% 1.7
TrueFG
4339
TrueFG
Texas
$304M -$2.38M -0.8% 1.08% 54.2% 55 12.73% 3.6
Aristotle Pacific Capital
4340
Aristotle Pacific Capital
California
$304M -$15.5M -5% 1.01% 1.84% 6 0% 2.7
Visualize Group
4341
Visualize Group
New York
$304M +$146M +92% 9.93% – 16 37.5% 0.2
FP
4342
Fiduciary Planning
Florida
$304M -$4.47M -1% 2.7% 71.4% 77 5.19% 1.8
City State Bank
4343
City State Bank
Iowa
$303M +$19.9M +7% 0.48% 79.1% 771 8.17% 2.5
WPA
4344
WIT Partners Advisory
Singapore
$303M -$9.5M -3% 3.04% 22.7% 1 0% 1.3
Cloverfields Capital Group
4345
Cloverfields Capital Group
Minnesota
$303M -$8.21M -3% 3.31% 101% 102 15.69% 2
McLean Asset Management
4346
McLean Asset Management
Virginia
$303M -$30.2M -9% 2% 69.4% 161 12.42% 2.9
Coalescence Partners Investment Management
4347
Coalescence Partners Investment Management
New York
$303M +$38.5M +15% 6.13% – 19 31.58% 0.7
Luminus Management
4348
Luminus Management
Texas
$303M +$216M +250% 39.4% 8.7% 25 68% 1.1
AYAL Capital Advisors
4349
AYAL Capital Advisors
Ontario, Canada
$303M -$87.1M -22% 7.74% – 63 63.49% 0.3
Wright Investors Service
4350
Wright Investors Service
Connecticut
$303M -$5.42M -2% 2.02% 161% 154 22.08% 4.2