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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
$808M -$33.1M -4% 3.06% 62.8% 285 7.72% 2.4
ARS Investment Partners
2077
ARS Investment Partners
New York
$807M -$49M -6% 1.62% 260% 167 13.77% 3
First Nebraska Trust
2078
First Nebraska Trust
Nebraska
$806M -$31.5M -4% 3.44% 67.9% 181 6.63% 5.9
Lattice Capital Management
2079
Lattice Capital Management
Washington
$806M +$20.7M +3% 3.57% 187% 44 45.45% 1.3
SGCIA
2080
Smith Graham & Co Investment Advisors
Texas
$804M -$22.2M -3% 1.49% 56.9% 145 6.9% 6.3
1834 Investment Advisors
2081
1834 Investment Advisors
Wisconsin
$804M -$35.2M -4% 3.02% 68.7% 243 10.7% 4.6
Sound View Wealth Advisors Group
2082
Sound View Wealth Advisors Group
Georgia
$804M +$41.2M +5% 2.6% 73% 379 7.92% 2.7
Radcliffe Capital Management
2083
Radcliffe Capital Management
Pennsylvania
$804M -$371M -32% 1.56% 4.8% 602 23.75% 1.5
Syon Capital
2084
Syon Capital
California
$803M – – 2.69% 74% 366 – 0
Voya Financial Advisors
2085
Voya Financial Advisors
Connecticut
$803M -$55.8M -6% 3.49% 44.8% 245 13.47% 5.4
Arax Advisory Partners
2086
Arax Advisory Partners
Colorado
$803M +$19.6M +2% 3.74% 64.7% 1,390 13.81% 2.8
Crescent Grove Advisors
2087
Crescent Grove Advisors
Illinois
$803M -$129M -14% 1.57% 64.1% 310 19.03% 3
Jacobs & Co
2088
Jacobs & Co
California
$802M -$38.5M -5% 2.86% 105% 121 1.65% 7.1
Sand Grove Capital Management
2089
Sand Grove Capital Management
United Kingdom
$802M -$51.8M -6% 12.2% 410% 48 75% 0.2
CenterBook Partners
2090
CenterBook Partners
Connecticut
$802M +$2.33M +0.3% 5.51% 62.4% 521 43.38% 0.7
JNBA Financial Advisors
2091
JNBA Financial Advisors
Minnesota
$801M -$33.2M -4% 3.38% 61.8% 769 11.05% 4.3
BIC
2092
Beach Investment Counsel
Pennsylvania
$800M -$40.5M -5% 2.22% 36% 163 12.27% 5.7
AlphaStar Capital Management
2093
AlphaStar Capital Management
North Carolina
$799M -$86.8M -10% 2.97% 69.5% 275 20% 2.4
Verity & Verity
2094
Verity & Verity
South Carolina
$798M -$16.9M -2% 3.23% 90.4% 107 8.41% 5.2
Traynor Capital Management
2095
Traynor Capital Management
Pennsylvania
$798M -$17M -2% 3.05% 225% 244 15.98% 3.1
Woodstock Corp
2096
Woodstock Corp
Massachusetts
$797M -$50M -6% 3.71% 115% 175 6.86% 7
Callahan Advisors
2097
Callahan Advisors
Texas
$796M -$26.8M -3% 1.94% 87.7% 141 6.38% 5.8
Atmos Capital Gestao de Recursos
2098
Atmos Capital Gestao de Recursos
Brazil
$796M +$171M +27% 3.5% 101% 14 14.29% 1.6
Meeder Advisory Services
2099
Meeder Advisory Services
Ohio
$795M -$133M -14% 2.94% 91.4% 453 15.01% 0.7
Voss Capital
2100
Voss Capital
Texas
$795M -$32.8M -4% 10.1% 78.4% 51 27.45% 1