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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)
LVM Capital Management
2226
LVM Capital Management
Michigan
$362M +$51.6M +17% 3.14% 121% 142 38.73% 2.4
Regal Investment Advisors
2227
Regal Investment Advisors
Michigan
$362M +$9.26M +3% 2.54% 64.7% 277 19.13% 2.4
Stairway Partners
2228
Stairway Partners
Illinois
$361M +$45.1M +14% 0.03% 48.1% 9 0% 3.2
AIS
2229
AlphaOne Investment Services
Pennsylvania
$361M +$56.1M +18% 17.5% 77.1% 107 26.17% 1.8
NewEdge Advisors
2230
NewEdge Advisors
Louisiana
$361M +$43.5M +14% 1.63% 88% 297 41.08% 0.5
Steel Partners Holdings
2231
Steel Partners Holdings
New York
$361M +$35.9M +11% 14.7% – 9 22.22% 2.6
IA
2232
IPL Advisers
New York
$361M – – 7.87% – 18 – 0
Halbert Hargrove Global Advisors
2233
Halbert Hargrove Global Advisors
California
$360M +$4.6M +1% 1.28% 68.2% 77 15.58% 2.4
Evanson Asset Management
2234
Evanson Asset Management
California
$359M +$8.34M +2% 1.95% 66.6% 225 15.11% 2.1
MCG
2235
Meru Capital Group
New York
$359M +$796K +0.2% 8.26% – 65 46.15% 0.6
Sound Point Capital Management
2236
Sound Point Capital Management
New York
$359M +$87.3M +32% 2.98% 61.5% 31 32.26% 0.6
Red Mountain Capital Partners
2237
Red Mountain Capital Partners
California
$358M +$27.2M +8% 5.31% 37.4% 8 25% 2.7
Francisco Partners Management
2238
Francisco Partners Management
California
$358M +$69.9M +24% 0.67% 14.3% 7 14.29% 1.1
TCOT
2239
Trust Company of Toledo
Ohio
$357M +$7.31M +2% 2.34% 109% 189 6.88% 2.8
LaFleur & Godfrey
2240
LaFleur & Godfrey
Michigan
$357M +$10.1M +3% 2.5% 85.2% 76 9.21% 2.8
10-15 Associates
2241
10-15 Associates
New York
$356M -$3.25M -0.9% 5.9% 33% 118 20.34% 2.4
Sheets Smith Wealth Management
2242
Sheets Smith Wealth Management
North Carolina
$356M +$1.69M +0.5% 3.6% 83.4% 309 25.89% 1.9
Venturi Wealth Management
2243
Venturi Wealth Management
Texas
$356M +$54.6M +18% 3.21% 101% 168 29.76% 0.7
TD Ameritrade Trust
2244
TD Ameritrade Trust
Colorado
$355M +$3.09M +0.9% 0.58% 21.7% 44 2.27% 2.4
CC
2245
Carve Capital
Sweden
$355M – – 8.88% 84.3% 7 – 0
Fort LP
2246
Fort LP
Maryland
$355M +$64.6M +22% 5.86% 56.8% 62 16.13% 0.9
BIM
2247
Bridgecreek Investment Management
Oklahoma
$354M +$20M +6% 2.91% 48.4% 109 12.84% 2.3
Starwood Capital Group Management
2248
Starwood Capital Group Management
Florida
$354M -$30.3M -8% 6.82% 16.2% 5 0% 1.7
Greenwood Capital Associates
2249
Greenwood Capital Associates
South Carolina
$354M +$24.6M +7% 4.85% 81.3% 206 31.07% 1.2
Matthew 25 Management Corp
2250
Matthew 25 Management Corp
Pennsylvania
$354M +$19.8M +6% 14.4% 141% 19 0% 2.7