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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)
BLB&B Advisors
1426
BLB&B Advisors
Pennsylvania
$1.4B -$29.7M -2% 3.79% 71.6% 253 9.09% 6.8
Melqart Asset Management
1427
Melqart Asset Management
United Kingdom
$1.4B +$111M +9% 8.4% 248% 47 51.06% 0.6
Consulta
1428
Consulta
United Kingdom
$1.39B -$46.5M -3% 0.98% 30.7% 14 7.14% 2.8
Jordan Park Group
1429
Jordan Park Group
California
$1.39B -$130M -9% 3.31% 43.2% 47 8.51% 2.2
CreativeOne Wealth
1430
CreativeOne Wealth
Kansas
$1.39B -$755M -35% 3.4% 67.6% 865 38.84% 2.3
OCM
1431
Opti Capital Management
New York
$1.39B +$207M +17% 0% 0.01% 58 3.45% 0.7
FAIM
1432
Financial Advocates Investment Management
Washington
$1.39B -$12.6M -0.9% 3.4% 89.9% 741 12.42% 2.8
Alta Capital Management
1433
Alta Capital Management
Utah
$1.39B -$67.9M -5% 2.27% 76.3% 91 8.79% 5.5
CoreCap Advisors
1434
CoreCap Advisors
Michigan
$1.39B -$16.5M -1% 3.08% 89.8% 611 15.88% 1.4
NAYA Capital Management (UK)
1435
NAYA Capital Management (UK)
United Kingdom
$1.39B +$267M +24% 4.62% 121% 11 45.45% 0.7
E.S. Barr & Co
1436
E.S. Barr & Co
Kentucky
$1.38B +$56.1M +4% 0.78% 73.5% 96 10.42% 6.7
Flagship Pioneering
1437
Flagship Pioneering
Massachusetts
$1.38B -$863M -39% 19.3% 13.3% 10 10% 4.6
Vestmark Advisory Solutions
1438
Vestmark Advisory Solutions
Massachusetts
$1.38B -$1.25B -48% 3.14% 74.8% 910 57.91% 2.5
Chas P. Smith & Associates (CPS)
1439
Chas P. Smith & Associates (CPS)
Florida
$1.37B -$184M -12% 3.91% 53.7% 141 17.02% 5.7
Ashton Thomas Private Wealth
1440
Ashton Thomas Private Wealth
Arizona
$1.37B +$62.8M +5% 2.67% 77.5% 614 15.15% 2
Deroy & Devereaux Private Investment Counsel
1441
Deroy & Devereaux Private Investment Counsel
Michigan
$1.37B -$71.2M -5% 5.14% 123% 176 5.11% 4
Empire Life Investments
1442
Empire Life Investments
Ontario, Canada
$1.37B -$98.4M -7% 2.09% 90.8% 98 10.2% 3.8
WWA
1443
WCG Wealth Advisors
Nevada
$1.36B +$509M +59% 3.64% 69.6% 282 45.39% 0.5
Osterweis Capital Management
1444
Osterweis Capital Management
California
$1.36B -$146M -10% 2.99% 93.7% 215 8.37% 2.1
EWM
1445
Elite Wealth Management
Washington
$1.36B +$63.3M +5% 4.87% 142% 51 11.76% 3.4
Sageworth Trust
1446
Sageworth Trust
Pennsylvania
$1.36B -$55M -4% 3.74% 64.5% 81 11.11% 3.8
Empirical Finance
1447
Empirical Finance
Pennsylvania
$1.36B +$70.4M +5% 1.97% 124% 522 4.79% 2.6
Grandfield & Dodd
1448
Grandfield & Dodd
New York
$1.36B -$69.4M -5% 4.34% 70.8% 196 5.1% 6.9
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
1449
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.36B -$49.5M -4% 4.41% 79.4% 96 19.79% 2.6
Sun Life Financial
1450
Sun Life Financial
Ontario, Canada
$1.36B -$277M -17% 4.65% 65.7% 33 27.27% 4.9