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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)
Marks Group Wealth Management
2076
Marks Group Wealth Management
Minnesota
$732M +$75.3M +11% 11.1% 62.8% 297 16.16% 1.9
Lisanti Capital Growth
2077
Lisanti Capital Growth
New York
$732M -$15.6M -2% 23.5% 1,490% 171 64.33% 0.4
Chai Trust Company
2078
Chai Trust Company
Illinois
$732M +$59.7M +9% 8.68% 12.7% 26 23.08% 4.1
Prospector Partners
2079
Prospector Partners
Connecticut
$731M +$59.6M +9% 13% 53.6% 117 11.11% 4.2
Callahan Advisors
2080
Callahan Advisors
Texas
$731M +$34.4M +5% 10.4% 87.7% 146 10.27% 5.8
Fusion Family Wealth
2081
Fusion Family Wealth
New York
$730M +$65.2M +10% 8.63% 58.2% 45 35.56% 3.8
Sawgrass Asset Management
2082
Sawgrass Asset Management
Florida
$730M +$30M +4% 9.04% 96.6% 170 18.24% 0.6
WCG Wealth Advisors
2083
WCG Wealth Advisors
Nevada
$729M -$27.2M -4% 7.04% 69.6% 289 48.79% 0.5
Lodbrok Capital
2084
Lodbrok Capital
United Kingdom
$727M +$332M +84% 30.3% 25.9% 10 50% 0.6
Pekin Hardy Strauss
2085
Pekin Hardy Strauss
Illinois
$727M +$100M +16% 10.7% 102% 348 20.4% 3.6
Verus Financial Partners
2086
Verus Financial Partners
Virginia
$727M +$66.1M +10% 7.13% 41.6% 109 15.6% 3
Silverback Asset Management
2087
Silverback Asset Management
North Carolina
$725M +$18.7M +3% 0.19% 92.1% 148 14.19% 0.6
Good Life Advisors
2088
Good Life Advisors
Pennsylvania
$724M +$45.6M +7% 6.93% 60% 374 11.23% 3
Carret Asset Management
2089
Carret Asset Management
New York
$724M +$53.4M +8% 10.5% 94.4% 281 5.69% 6.4
Arax Advisory Partners
2090
Arax Advisory Partners
Colorado
$723M +$88.9M +14% 6.91% 64.7% 1,372 19.39% 2.3
TCI Wealth Advisors
2091
TCI Wealth Advisors
Arizona
$722M +$104M +17% 10.8% 65% 2,722 16.02% 3.4
Brahman Capital
2092
Brahman Capital
New York
$721M +$7.44M +1% 9.1% 16.6% 28 39.29% 1.6
Intrust Bank
2093
Intrust Bank
Kansas
$721M +$72.1M +11% 11.3% 102% 395 11.9% 4.9
Mayflower Financial Advisors
2094
Mayflower Financial Advisors
Massachusetts
$720M +$100M +16% 9.95% 68.7% 371 13.48% 1.5
Smith, Moore & Co
2095
Smith, Moore & Co
Missouri
$720M +$61.3M +9% 8.72% 67% 397 10.58% 4.2
Hengehold Capital Management
2096
Hengehold Capital Management
Ohio
$720M +$69.2M +11% 9.31% 54.5% 176 17.61% 3.9
JNBA Financial Advisors
2097
JNBA Financial Advisors
Minnesota
$720M +$71.6M +11% 10.3% 61.8% 717 8.93% 4.3
Campbell Wealth Management
2098
Campbell Wealth Management
Virginia
$718M +$26.5M +4% 4.4% 11.2% 79 13.92% 2
Community Bank
2099
Community Bank
New York
$718M +$62.8M +10% 10.7% 73.5% 728 38.6% 4.7
United Asset Strategies
2100
United Asset Strategies
New York
$717M +$66.5M +10% 10.7% 111% 242 19.83% 2.8