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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)
Strategic Global Advisors
2226
Strategic Global Advisors
California
$656M -$28.4M -4% 13.9% 137% 167 33.53% 1.7
Graves Light Lenhart Wealth
2227
Graves Light Lenhart Wealth
Virginia
$655M -$61.6M -9% 10.8% 47.7% 709 11.85% 1.8
Telos Capital Management
2228
Telos Capital Management
California
$655M -$115M -15% 12.4% 71.1% 190 12.11% 5.1
ACG
2229
Aventail Capital Group
New York
$655M -$15.3M -2% 8.94% 154% 68 69.12% 0.4
NBT Bank
2230
NBT Bank
New York
$655M -$93.3M -12% 11.8% 77% 240 8.33% 6.2
TFP
2231
Triple Frond Partners
California
$654M -$154M -19% 18.7% 92.9% 10 10% 4.1
Mizuho Bank
2232
Mizuho Bank
Japan
$654M -$83.8M -11% 11.8% 99.8% 9 44.44% 1.7
Connable Office Inc
2233
Connable Office Inc
Michigan
$654M -$95.4M -13% 13.6% 68.3% 233 21.03% 3.4
CFS Investment Advisory Services
2234
CFS Investment Advisory Services
New Jersey
$654M – – 11.4% 59.7% 206 – 0.7
TCI Wealth Advisors
2235
TCI Wealth Advisors
Arizona
$654M -$13.8M -2% 13.2% 65% 2,649 23.03% 3.2
Newbrook Capital Advisors
2236
Newbrook Capital Advisors
New York
$653M -$353M -35% 15% 299% 21 42.86% 0.8
Verity & Verity
2237
Verity & Verity
South Carolina
$653M -$68.6M -10% 9.87% 90.4% 101 5.94% 4.8
Mayflower Financial Advisors
2238
Mayflower Financial Advisors
Massachusetts
$653M -$90.3M -12% 11% 68.7% 376 14.1% 1.2
Investure LLC
2239
Investure LLC
Virginia
$652M -$81M -11% 15.1% 55.4% 24 16.67% 1.8
RTD Financial Advisors
2240
RTD Financial Advisors
Pennsylvania
$652M -$89.2M -12% 13.1% 51.5% 115 8.7% 0.5
Engaged Capital
2241
Engaged Capital
California
$651M -$376M -37% 18.5% 26.2% 9 22.22% 3
Mizuho Securities USA
2242
Mizuho Securities USA
New York
$651M -$48.9M -7% 5.21% 99% 200 34.5% 0.8
Matrix Asset Advisors
2243
Matrix Asset Advisors
New York
$651M -$92.9M -12% 14% 84.9% 93 13.98% 4.1
Highland Private Wealth Management
2244
Highland Private Wealth Management
Washington
$650M -$99.4M -13% 14.5% 19% 203 15.27% 2.7
AA
2245
Ancient Art
Texas
$650M -$119M -15% 17.8% 168% 22 13.64% 1.8
Goodnow Investment Group
2246
Goodnow Investment Group
Connecticut
$649M -$296M -31% 25.5% 131% 21 4.76% 3.9
Private Ocean
2247
Private Ocean
California
$649M -$152M -19% 10.8% 2.82% 735 23.95% 2.8
Silverback Asset Management
2248
Silverback Asset Management
North Carolina
$649M -$88.4M -12% 1.95% 92.1% 98 10.2% 0.6
Sentinel Trust
2249
Sentinel Trust
Texas
$649M -$183M -22% 14.1% 79.2% 144 19.44% 1.7
Kore Private Wealth
2250
Kore Private Wealth
New York
$649M -$148M -19% 16.3% 35.9% 350 20.57% 2.2