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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)
Oliver Lagore Vanvalin Investment Group
1601
Oliver Lagore Vanvalin Investment Group
Michigan
$1.4B – – 7.44% – 67 – 0
Jordan Park Group
1602
Jordan Park Group
California
$1.4B -$746M -35% 2.14% 43.2% 49 34.69% 1.6
Parsons Capital Management
1603
Parsons Capital Management
Rhode Island
$1.4B +$116M +9% 10.3% 97.4% 444 6.76% 4.7
Doyle Wealth Management
1604
Doyle Wealth Management
Florida
$1.39B +$136M +11% 10.3% 32.3% 238 8.4% 3
Stratos Wealth Advisors
1605
Stratos Wealth Advisors
Ohio
$1.39B +$219M +19% 8.13% 65.7% 576 19.79% 1.3
Institutional Venture Management XVI
1606
Institutional Venture Management XVI
California
$1.38B +$524M +61% 3% 523% 8 37.5% 0.7
Shufro Rose & Co
1607
Shufro Rose & Co
New York
$1.38B +$107M +8% 7.96% 68.1% 323 11.76% 4
Marcho Partners
1608
Marcho Partners
United Kingdom
$1.38B -$210M -13% 12.3% 115% 19 47.37% 1.1
Capstone Financial Advisors
1609
Capstone Financial Advisors
Illinois
$1.38B +$106M +8% 6.3% 54.5% 153 14.38% 2.6
Philadelphia Trust Company
1610
Philadelphia Trust Company
Pennsylvania
$1.38B +$24M +2% 9.66% 162% 245 17.55% 3.5
Nationwide Fund Advisors
1611
Nationwide Fund Advisors
Ohio
$1.38B -$8.98M -0.6% 0.84% 34.1% 8 0% 2.7
Hodges Capital Management
1612
Hodges Capital Management
Texas
$1.38B +$18.1M +1% 9.15% 200% 260 18.46% 2.8
Beaumont Financial Advisors
1613
Beaumont Financial Advisors
Massachusetts
$1.38B +$82.6M +6% 8.66% 93.3% 382 15.71% 3
Voyager Global Management
1614
Voyager Global Management
New York
$1.38B – – 0.16% 56.1% 13 – 0
Brahman Capital
1615
Brahman Capital
New York
$1.37B +$7.53M +0.6% 7.08% 16.6% 33 24.24% 1.2
Global Endowment Management
1616
Global Endowment Management
North Carolina
$1.37B -$145M -10% 5.78% 46.1% 126 19.84% 2.5
Merriman Wealth Management
1617
Merriman Wealth Management
Washington
$1.37B +$168M +14% 6.67% 18.3% 239 30.96% 2
Osborne Partners Capital Management
1618
Osborne Partners Capital Management
California
$1.37B +$126M +10% 5.85% 60.8% 219 12.33% 3.8
Easterly Investment Partners
1619
Easterly Investment Partners
Massachusetts
$1.37B -$105M -7% 4.8% 57.6% 322 56.83% 0.6
Axxcess Wealth Management
1620
Axxcess Wealth Management
California
$1.37B – – 6.51% 81.2% 622 – 0
Lowe Brockenbrough & Co
1621
Lowe Brockenbrough & Co
Virginia
$1.37B +$85.3M +7% 10.8% 78.8% 278 12.59% 5.1
III Capital Management
1622
III Capital Management
Florida
$1.37B -$196M -13% 0.06% 28.7% 219 47.95% 0.4
Calamos Wealth Management
1623
Calamos Wealth Management
Illinois
$1.37B +$131M +11% 10.1% 119% 344 15.41% 2.6
6 Meridian
1624
6 Meridian
Kansas
$1.37B +$98.3M +8% 5.48% 45.7% 434 15.9% 1.2
Freedom Investment Management
1625
Freedom Investment Management
Connecticut
$1.36B +$55.8M +4% 5.54% 68.5% 933 21.01% 2.5