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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)
10-15 Associates
2226
10-15 Associates
New York
$496M +$66.8M +16% 16.6% 33% 101 11.88% 3.4
ACM
2227
Aquilo Capital Management
California
$496M +$239M +93% 37.4% 6.84% 16 25% 0.9
OM
2228
Opaleye Management
Massachusetts
$495M +$118M +31% 75.1% 748% 60 46.67% 1.1
Bristlecone Advisors
2229
Bristlecone Advisors
Washington
$494M +$74.6M +18% 22.7% 103% 165 15.76% 2.5
Advocacy Wealth Management Services
2230
Advocacy Wealth Management Services
Georgia
$494M +$42M +9% 9.97% 48.3% 144 25% 2.3
Capital Investment Advisory Services
2231
Capital Investment Advisory Services
North Carolina
$494M +$84.1M +21% 16.9% 69.3% 622 15.59% 1.6
Planning Alternatives
2232
Planning Alternatives
Michigan
$494M +$63M +15% 17.3% 69.6% 45 8.89% 4.5
OIM
2233
Opus Investment Management
Massachusetts
$493M +$19M +4% 15.6% 52.8% 93 5.38% 4.1
Nicholas Investment Partners
2234
Nicholas Investment Partners
California
$493M -$20.7M -4% 42.6% 397% 203 34.98% 1
WC
2235
Walthausen & Co
New York
$493M +$26M +6% 21.3% 63.3% 147 25.85% 2.1
Marks Group Wealth Management
2236
Marks Group Wealth Management
Minnesota
$492M +$105M +27% 20.4% 62.8% 266 27.07% 0.4
Cozad Asset Management
2237
Cozad Asset Management
Illinois
$492M +$203M +70% 20.5% 132% 337 41.54% 1.1
Van Cleef Asset Management
2238
Van Cleef Asset Management
Ohio
$492M +$84.4M +21% 23.6% 104% 114 14.04% 5.1
Accredited Investors
2239
Accredited Investors
Minnesota
$491M +$66.4M +16% 21.2% 74% 142 15.49% 3.7
Lutz Financial Services
2240
Lutz Financial Services
Nebraska
$491M +$40.7M +9% 13% 35.3% 63 12.7% 2
Lisanti Capital Growth
2241
Lisanti Capital Growth
New York
$491M +$188M +62% 71.2% 1,490% 156 53.21% 0.5
Ropes Wealth Advisors
2242
Ropes Wealth Advisors
Massachusetts
$490M +$94.8M +24% 41.1% 71% 632 22.94% 2.8
Dorsey Wright & Associates
2243
Dorsey Wright & Associates
California
$490M +$226M +86% 30% 311% 392 56.12% 0.4
Hodges Capital Management
2244
Hodges Capital Management
Texas
$490M +$98.7M +25% 47.4% 200% 220 32.27% 2.9
Proficio Capital Partners
2245
Proficio Capital Partners
Massachusetts
$490M +$91.3M +23% 22.5% 97% 196 27.55% 1.9
Kore Private Wealth
2246
Kore Private Wealth
New York
$490M +$71.5M +17% 28.9% 35.9% 1,338 24.44% 0.5
Whitney & Co
2247
Whitney & Co
New York
$489M +$83.5M +21% 18.7% 93.2% 111 17.12% 3.8
Huber Capital Management
2248
Huber Capital Management
California
$488M -$56.6M -10% 12.8% 70.4% 97 14.43% 4.7
LVM Capital Management
2249
LVM Capital Management
Michigan
$488M +$82.1M +20% 19.3% 121% 112 12.5% 4.7
Penobscot Investment Management
2250
Penobscot Investment Management
Massachusetts
$487M +$61.9M +15% 18% 114% 192 8.33% 4.9