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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)
Richard C. Young & Co
2051
Richard C. Young & Co
Rhode Island
$600M +$44M +8% 5.83% 137% 73 12.33% 3.2
Grosvenor Holdings
2052
Grosvenor Holdings
Illinois
$600M +$46.5M +8% 13% 54.3% 20 30% 0.6
Clearwater Capital Advisors
2053
Clearwater Capital Advisors
Illinois
$600M +$33.9M +6% 4.89% 44.7% 181 7.18% 2.7
Mark Asset Management
2054
Mark Asset Management
New York
$599M +$197M +49% 17.9% 325% 79 39.24% 1.7
Newfoundland Capital Management
2055
Newfoundland Capital Management
Brazil
$598M +$12.3M +2% 1.85% 49.5% 83 61.45% 0.4
Thomas White International
2056
Thomas White International
Illinois
$598M +$49.7M +9% 7.33% 34.9% 264 9.85% 2.5
Tandem Investment Advisors
2057
Tandem Investment Advisors
South Carolina
$597M +$45.2M +8% 5.17% 10.4% 69 15.94% 2.2
SeaCrest Wealth Management
2058
SeaCrest Wealth Management
New York
$597M +$62.6M +12% 8.45% 153% 599 16.53% 1.6
Argent Wealth Management
2059
Argent Wealth Management
Massachusetts
$597M – – 6.3% – 177 – 0
Laurel Wealth Advisors (California)
2060
Laurel Wealth Advisors (California)
California
$597M +$11.8M +2% 7.52% 33% 504 26.39% 2.1
Frazier Management
2061
Frazier Management
Washington
$596M +$276M +86% 41.7% 408% 21 14.29% 1.8
VDBMI
2062
Van Den Berg Management I
Texas
$596M +$18.3M +3% 10.3% 187% 69 20.29% 2.9
Ithaka Group
2063
Ithaka Group
Virginia
$596M -$111M -16% 12.4% 143% 39 10.26% 3.8
ATP Life Science Ventures
2064
ATP Life Science Ventures
New York
$596M – – 24.9% – 2 – 0
ARS Investment Partners
2065
ARS Investment Partners
New York
$595M +$38.3M +7% 11.5% 260% 120 16.67% 3.3
Fragasso Financial Advisors
2066
Fragasso Financial Advisors
Pennsylvania
$594M +$54.9M +10% 6.98% 73.7% 134 10.45% 2.4
FAS Wealth Partners
2067
FAS Wealth Partners
Kansas
$594M +$42.3M +8% 5.55% 72.3% 299 37.79% 2.4
Stewart & Patten Company
2068
Stewart & Patten Company
California
$594M +$21.3M +4% 7.16% 27.5% 105 9.52% 4.5
Astor Investment Management
2069
Astor Investment Management
Illinois
$592M -$32M -5% 4.63% 23.3% 62 37.1% 1.7
CreativeOne Wealth
2070
CreativeOne Wealth
Kansas
$592M +$74.1M +14% 4.46% 67.6% 231 26.84% 0.8
Segment Wealth Management
2071
Segment Wealth Management
Texas
$592M +$81.1M +16% 7.95% 108% 236 17.37% 2.9
Canandaigua National Bank & Trust
2072
Canandaigua National Bank & Trust
New York
$592M +$25M +4% 7.58% – 292 11.99% 3.8
Archon Capital Management
2073
Archon Capital Management
Washington
$590M +$166M +39% 15.2% 222% 30 20% 1.1
Charles-Lim Capital
2074
Charles-Lim Capital
Hong Kong
$590M +$89.3M +18% 22.2% 4.44% 4 25% 2
James Hambro & Partners
2075
James Hambro & Partners
United Kingdom
$590M +$89.9M +18% 11.3% 97% 53 5.66% 1.1