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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)
Sowell Financial Services
1476
Sowell Financial Services
Arkansas
$1.3B -$249M -16% 6.91% 95.6% 852 49.41% 0.8
Guyasuta Investment Advisors
1477
Guyasuta Investment Advisors
Pennsylvania
$1.29B +$27.5M +2% 3.83% 99.5% 251 10.36% 5.2
Strategic Financial Services
1478
Strategic Financial Services
New York
$1.29B +$42.4M +3% 4.31% 58.7% 126 9.52% 5.4
Summit Global Investments
1479
Summit Global Investments
Utah
$1.29B +$108M +9% 4.95% 68.4% 593 39.97% 1.2
Cambridge Associates
1480
Cambridge Associates
Massachusetts
$1.29B -$4.39M -0.3% 6.22% 50.1% 47 17.02% 4
Caprock Group
1481
Caprock Group
Idaho
$1.29B +$216M +20% 9.72% – 685 25.55% 2.6
Concourse Financial Group Securities
1482
Concourse Financial Group Securities
Alabama
$1.29B +$55.4M +4% 5.58% 18.1% 2,474 11.72% 2.5
Sigma Investment Counselors
1483
Sigma Investment Counselors
Michigan
$1.29B +$71.5M +6% 5.96% 59.4% 193 7.25% 5.1
Ellevest Inc
1484
Ellevest Inc
New York
$1.29B +$99M +8% 6.67% 73.8% 2,141 26.86% 1.7
TA
1485
Trivest Advisors
Hong Kong
$1.29B +$462M +56% 42.2% 2,977% 28 67.86% 0.6
KL
1486
KGH Ltd
Bahamas
$1.29B -$42.2M -3% 3.03% 139% 37 18.92% 1.2
McKinley Carter Wealth Services
1487
McKinley Carter Wealth Services
West Virginia
$1.28B +$98.8M +8% 5.42% 63.2% 307 10.1% 3.6
Calamos Wealth Management
1488
Calamos Wealth Management
Illinois
$1.28B -$11.7M -0.9% 9.2% 102% 338 12.13% 3.3
Toyota Motor Corp
1489
Toyota Motor Corp
Japan
$1.27B +$82.3M +7% 9.57% 78.9% 5 0% 1.3
Consulta
1490
Consulta
United Kingdom
$1.27B +$105M +9% 4.93% 30.7% 13 7.69% 2.4
Equitable Trust
1491
Equitable Trust
Tennessee
$1.27B +$853K +0.1% 7.43% 109% 414 9.9% 2.6
Water Island Capital
1492
Water Island Capital
New York
$1.27B +$28.2M +2% 22.8% 438% 121 65.29% 0.4
Marquard & Bahls
1493
Marquard & Bahls
Germany
$1.27B +$85.8M +7% 8.4% – 3 0% 1.3
Gerber Kawasaki Wealth & Investment Management
1494
Gerber Kawasaki Wealth & Investment Management
California
$1.27B +$138M +12% 16.5% 102% 274 12.77% 2.5
Capstone Financial Advisors
1495
Capstone Financial Advisors
Illinois
$1.26B +$82.9M +7% 6.18% 54.5% 147 9.52% 3.5
Wilkinson Global Asset Management
1496
Wilkinson Global Asset Management
New York
$1.26B +$62.2M +5% 8.56% 86.5% 97 7.22% 1.6
Aureus Asset Management
1497
Aureus Asset Management
Massachusetts
$1.26B +$106M +9% 9.38% 93.9% 196 19.39% 4.1
Valiant Capital Management
1498
Valiant Capital Management
California
$1.26B +$613M +94% 21% 348% 33 63.64% 1.8
Stadion Money Management
1499
Stadion Money Management
Georgia
$1.26B +$66.3M +6% 6.05% 55.3% 20 35% 3.7
PGP
1500
Prescott General Partners
Florida
$1.26B +$31M +3% 9.04% 76.8% 10 0% 6.5