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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)
Kovack Advisors
1551
Kovack Advisors
Florida
$1.87B -$277M -13% 0.32% 118% 1,125 20.09% 2.4
Proficio Capital Partners
1552
Proficio Capital Partners
Massachusetts
$1.87B +$447M +31% 2.64% 97% 279 25.09% 2.9
Evolve Private Wealth
1553
Evolve Private Wealth
California
$1.87B +$184M +11% 0.71% – 1,068 20.41% 0.2
Progeny 3 Inc
1554
Progeny 3 Inc
Washington
$1.87B +$12M +0.6% 3.3% 96.8% 40 27.5% 2.4
Lansdowne Partners (UK)
1555
Lansdowne Partners (UK)
United Kingdom
$1.87B +$503M +37% 11.3% 293% 26 23.08% 2.1
Black Creek Investment Management
1556
Black Creek Investment Management
Ontario, Canada
$1.86B -$152M -8% 1.99% 11.1% 28 14.29% 5.2
Evanson Asset Management
1557
Evanson Asset Management
California
$1.86B +$9.6M +0.5% 0.52% 66.6% 335 6.87% 6
American Capital Management
1558
American Capital Management
New York
$1.86B -$405M -18% 11.2% 96.7% 77 14.29% 5.6
W.R. Berkley Corp
1559
W.R. Berkley Corp
Connecticut
$1.86B -$264M -12% 6.57% 38.7% 403 44.67% 0.5
CenterBook Partners
1560
CenterBook Partners
Connecticut
$1.86B -$185M -9% 3.16% 59.2% 810 55.68% 0.7
Goehring & Rozencwajg Associates
1561
Goehring & Rozencwajg Associates
New York
$1.86B +$852M +84% 32.1% 148% 47 17.02% 2.6
Mizuho Markets Cayman
1562
Mizuho Markets Cayman
Cayman Islands
$1.86B -$123M -6% 2.77% 219% 126 57.94% 0.4
StoneX Group
1563
StoneX Group
New York
$1.86B -$447M -19% 0.18% 85.2% 1,331 49.44% 2.4
Capstone Financial Advisors
1564
Capstone Financial Advisors
Illinois
$1.86B -$20.8M -1% 1.32% 54.5% 203 16.26% 4.3
Oxford Financial Group
1565
Oxford Financial Group
Indiana
$1.86B +$37.5M +2% 0.42% 77.2% 326 18.71% 3.7
J. Safra Asset Management
1566
J. Safra Asset Management
New York
$1.86B -$50.6M -3% 1.85% 84.3% 684 19.15% 1
Accredited Investors
1567
Accredited Investors
Minnesota
$1.86B -$27.4M -1% 1% 74% 312 18.91% 4.7
Greenwood Gearhart
1568
Greenwood Gearhart
Arkansas
$1.85B +$31.6M +2% 1.56% 79% 141 27.66% 3.8
Shanda Asset Management Holdings
1569
Shanda Asset Management Holdings
British Virgin Islands
$1.85B -$226M -11% 6.82% 125% 11 36.36% 1.3
Dearborn Partners
1570
Dearborn Partners
Illinois
$1.85B -$155M -8% 0.73% 46.1% 279 8.96% 6
Lombard Odier Asset Management (Europe)
1571
Lombard Odier Asset Management (Europe)
United Kingdom
$1.85B -$174M -9% 0.38% 79.7% 205 19.02% 0.9
OneAscent Financial Services
1572
OneAscent Financial Services
Alabama
$1.85B +$761M +70% 0.38% 63.8% 613 29.53% 0.9
Chas P. Smith & Associates (CPS)
1573
Chas P. Smith & Associates (CPS)
Florida
$1.84B -$58.4M -3% 1.84% 64.4% 182 7.69% 4.6
Sepio Capital
1574
Sepio Capital
Utah
$1.84B +$14.4M +0.8% 1.93% 92% 407 20.39% 3.5
Fairview Capital Investment Management
1575
Fairview Capital Investment Management
California
$1.84B -$106M -5% 1.11% 61.7% 198 16.16% 5.5