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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)
Steel Grove Capital Advisors
2126
Steel Grove Capital Advisors
Tennessee
$704M +$141M +25% 6.73% 106% 187 20.86% 2.8
Marex Group
2127
Marex Group
$704M – – 5.61% 254% 266 – 0
Broad Bay Capital Management
2128
Broad Bay Capital Management
New York
$704M +$136M +24% 13.2% 338% 19 10.53% 1.9
LPC
2129
Lion Point Capital
New York
$703M +$249M +55% 7.04% 319% 42 26.19% 1.4
Minneapolis Portfolio Management Group
2130
Minneapolis Portfolio Management Group
Minnesota
$702M +$103M +17% 20.9% 140% 30 10% 4.2
Transamerica Financial Advisors
2131
Transamerica Financial Advisors
Florida
$702M +$23.9M +4% 4.77% 77.1% 720 11.39% 1
Stairway Partners
2132
Stairway Partners
Illinois
$701M +$85.1M +14% 11% 48.1% 10 0% 8.7
1834 Investment Advisors
2133
1834 Investment Advisors
Wisconsin
$700M +$32.2M +5% 8.3% 68.7% 209 20.1% 5.4
HWMA
2134
Heritage Wealth Management (Arizona)
Arizona
$700M +$389M +125% 8.41% – 1,116 8.69% 1.3
TFG Asset Management
2135
TFG Asset Management
Cayman Islands
$699M -$131M -16% 1.12% 72.1% 153 58.17% 1.4
Connable Office Inc
2136
Connable Office Inc
Michigan
$698M +$82.8M +13% 8.9% 68.3% 221 14.93% 3.5
Anchor Investment Management
2137
Anchor Investment Management
South Carolina
$697M +$52.9M +8% 9.15% 75.1% 1,001 7.19% 4.3
SeaCrest Wealth Management
2138
SeaCrest Wealth Management
New York
$697M +$38.3M +6% 8.09% 153% 671 12.97% 3.1
Soleus Capital Management
2139
Soleus Capital Management
Connecticut
$697M -$38.9M -5% 25.2% 508% 96 46.88% 0.8
Liberty One Investment Management
2140
Liberty One Investment Management
Illinois
$696M +$88.2M +15% 12.3% 40.3% 152 0.66% 2.4
Fernbridge Capital Management
2141
Fernbridge Capital Management
California
$696M -$33.7M -5% 5.83% 12.4% 26 42.31% 0.7
Kepos Capital
2142
Kepos Capital
New York
$696M -$125M -15% 3.07% 21.1% 577 35.88% 1
Atika Capital Management
2143
Atika Capital Management
New York
$695M -$484M -41% 13.4% 811% 112 60.71% 1.1
Koss-Olinger Consulting
2144
Koss-Olinger Consulting
Florida
$695M +$107M +18% 7.05% 57.9% 292 40.75% 0.9
Bouchey Financial Group
2145
Bouchey Financial Group
New York
$694M +$10.4M +2% 5.25% 66.7% 104 22.12% 3.3
Phocas Financial Corp
2146
Phocas Financial Corp
California
$694M +$48.7M +8% 11.1% – 335 44.18% 1.8
JHL Capital Group
2147
JHL Capital Group
Illinois
$694M -$86.3M -11% 11.1% – 1 0% 2
GPCM
2148
Greenbrier Partners Capital Management
Texas
$694M -$88.2M -11% 3.26% 96.1% 14 0% 8.1
AIC
2149
AWM Investment Company
New York
$694M +$35.9M +5% 11.8% 778% 131 14.5% 2.7
J.M. Forbes & Co
2150
J.M. Forbes & Co
Massachusetts
$693M +$53.6M +8% 11.3% 112% 116 15.52% 6