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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)
Crewe Advisors
2251
Crewe Advisors
Utah
$858M +$226M +36% 9.1% 96.1% 1,035 70.43% 0.7
Azzad Asset Management
2252
Azzad Asset Management
Virginia
$858M +$68M +9% 10.8% 118% 318 9.75% 4.4
Townsend & Associates
2253
Townsend & Associates
Colorado
$858M +$58.9M +7% 9.64% 58% 109 8.26% 1.8
Sax Wealth Advisors
2254
Sax Wealth Advisors
New Jersey
$856M +$243M +40% 7.81% 64.3% 215 23.72% 2
Quent Capital
2255
Quent Capital
New York
$856M +$111M +15% 8.89% 78.1% 1,384 5.49% 1.9
Pine Ridge Advisers
2256
Pine Ridge Advisers
New York
$855M +$288M +51% 19.5% 90.1% 31 12.9% 2.2
Willow Creek Wealth Management
2257
Willow Creek Wealth Management
California
$855M +$57.5M +7% 2.82% – 155 7.74% 3.3
GDS Wealth Management
2258
GDS Wealth Management
Texas
$854M +$112M +15% 8.23% 95.1% 139 7.91% 1.6
Verus Financial Partners
2259
Verus Financial Partners
Virginia
$854M +$45.3M +6% 5.09% 45.7% 99 2.02% 3.7
Suncoast Equity Management
2260
Suncoast Equity Management
Florida
$852M +$94.8M +13% 12.9% 96.1% 77 12.99% 3.1
Towle & Co
2261
Towle & Co
Colorado
$852M -$12.1M -1% 5.36% 172% 65 15.38% 1.5
Pembroke Management
2262
Pembroke Management
Quebec, Canada
$850M +$44.4M +6% 11.3% 105% 64 7.81% 3.5
Bramshill Investments
2263
Bramshill Investments
Florida
$849M -$166M -16% 0.99% 3.6% 223 63.68% 1.3
Carret Asset Management
2264
Carret Asset Management
New York
$849M +$64M +8% 9.95% 106% 289 7.27% 7.1
Technology Crossover Management IX
2265
Technology Crossover Management IX
California
$848M -$316M -27% 5.94% 13% 7 14.29% 4.4
LVM Capital Management
2266
LVM Capital Management
Michigan
$847M +$65.5M +8% 9.76% 121% 155 14.19% 6.1
P2 Capital Partners
2267
P2 Capital Partners
New York
$846M -$62.7M -7% 5.68% 7.96% 16 12.5% 2.7
Monashee Investment Management
2268
Monashee Investment Management
Massachusetts
$845M +$279M +49% 18.4% 520% 124 76.61% 0.1
Prosperity Capital Advisors
2269
Prosperity Capital Advisors
Ohio
$845M -$76.7M -8% 7.53% 72.2% 337 27.3% 0.7
INVST
2270
INVST
Indiana
$844M +$61.1M +8% 8.11% 78.5% 287 40.07% 1.7
Magnus Financial Group
2271
Magnus Financial Group
New York
$843M +$79.5M +10% 8.77% 78.2% 319 10.97% 2.7
Lincluden Management
2272
Lincluden Management
Ontario, Canada
$843M +$18.9M +2% 1.99% 67.7% 75 2.67% 6
J.V. Bruni & Co
2273
J.V. Bruni & Co
Colorado
$843M +$36.9M +5% 9.08% 113% 29 3.45% 5.7
Insigneo Advisory Services
2274
Insigneo Advisory Services
Florida
$842M +$132M +19% 10.9% 119% 514 20.82% 0.8
James Investment Research
2275
James Investment Research
Ohio
$841M +$45.3M +6% 10.9% 110% 335 11.94% 4.4