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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)
Sandia Investment Management
2126
Sandia Investment Management
Massachusetts
$664M -$61.9M -9% 0.72% 20.5% 363 44.63% 0.5
Leuthold Group
2127
Leuthold Group
Minnesota
$664M -$40.7M -6% 2.97% 126% 201 18.91% 2
Zhang Financial
2128
Zhang Financial
Michigan
$663M +$40.2M +6% 5.38% 67.9% 230 12.17% 3.1
Tanglewood Wealth Management
2129
Tanglewood Wealth Management
Texas
$662M -$78.9M -11% 5.91% 64.6% 32 15.63% 2.4
LTS One Management
2130
LTS One Management
New York
$662M -$127M -16% 11.5% 67.9% 5 40% 0.5
MG
2131
Magnolia Group
Nebraska
$662M -$16.1M -2% 3.74% 9.52% 11 9.09% 2.2
L. Roy Papp & Associates
2132
L. Roy Papp & Associates
Arizona
$661M -$28.4M -4% 3.73% 80.1% 171 6.43% 5.9
PDT Partners
2133
PDT Partners
New York
$661M -$473M -42% 3.39% 211% 1,175 51.57% 0.7
TRUE Private Wealth Advisors
2134
TRUE Private Wealth Advisors
Oregon
$661M -$26.6M -4% 3.73% 89.2% 242 14.46% 3.5
Index Venture Associates VI
2135
Index Venture Associates VI
Jersey
$661M +$60.1M +10% 22.5% 312% 2 0% 0.6
Verus Financial Partners
2136
Verus Financial Partners
Virginia
$661M -$37.1M -5% 5.49% 41.6% 108 17.59% 2.8
Hazelview Securities
2137
Hazelview Securities
Ontario, Canada
$660M -$84.9M -11% 11.7% – 30 20% 1.7
Arkadios Wealth Advisors
2138
Arkadios Wealth Advisors
Georgia
$660M -$12.4M -2% 4.9% 91.1% 583 16.81% 1.8
Oak Ridge Investments
2139
Oak Ridge Investments
Illinois
$660M -$27.4M -4% 1.51% 208% 161 11.18% 3.5
Parkwood LLC
2140
Parkwood LLC
Ohio
$660M +$98.7M +18% 3.01% 120% 179 23.46% 1.1
Marcum Wealth
2141
Marcum Wealth
Ohio
$659M -$8.8M -1% 5.99% 20% 398 10.55% 1.4
Smith, Moore & Co
2142
Smith, Moore & Co
Missouri
$659M +$10.5M +2% 5.33% 67% 418 15.55% 4.1
SeaCrest Wealth Management
2143
SeaCrest Wealth Management
New York
$659M -$136M -17% 4.67% 153% 1,642 63.22% 3
Resonant Capital Advisors
2144
Resonant Capital Advisors
Wisconsin
$658M +$17.7M +3% 4.47% 56.5% 248 14.11% 1.9
AIC
2145
AWM Investment Company
New York
$658M +$22.9M +4% 13.4% 778% 128 11.72% 2.6
Armor Advisors
2146
Armor Advisors
New York
$658M +$475M +260% 3.48% 78.5% 15 60% 0.9
SeaTown Holdings
2147
SeaTown Holdings
Singapore
$657M +$196M +43% 5.33% 220% 72 47.22% 1.1
Middleton & Co
2148
Middleton & Co
Massachusetts
$657M -$123M -16% 3.98% 81.8% 163 17.79% 6.1
Marks Group Wealth Management
2149
Marks Group Wealth Management
Minnesota
$657M -$36.3M -5% 4.15% 62.8% 296 11.82% 1.8
Point72 Europe
2150
Point72 Europe
United Kingdom
$656M +$184M +39% 2.47% 95.4% 73 61.64% 0.4