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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)
Private Capital Management (Florida)
2251
Private Capital Management (Florida)
Florida
$1.09B -$28.6M -3% 0.67% 118% 204 28.43% 2.3
Connable Office Inc
2252
Connable Office Inc
Michigan
$1.09B +$12.7M +1% 2.3% 68.3% 246 16.26% 4.1
Tanglewood Wealth Management
2253
Tanglewood Wealth Management
Texas
$1.09B +$14.7M +1% 3.99% 64.6% 41 19.51% 3.8
Apriem Advisors
2254
Apriem Advisors
California
$1.09B +$32.6M +3% 3.4% 74.3% 198 5.56% 5.3
Mar Vista Investment Partners
2255
Mar Vista Investment Partners
California
$1.09B -$61.2M -5% 2.51% 73.9% 36 16.67% 6
Avenir Tech
2256
Avenir Tech
Hong Kong
$1.09B -$267M -20% 22.4% – 33 36.36% 0.7
First Business Financial Services
2257
First Business Financial Services
Wisconsin
$1.09B -$1.04M -0.1% 3.08% 80.9% 187 11.23% 5.1
Syntegra Private Wealth Group
2258
Syntegra Private Wealth Group
Missouri
$1.09B +$28.3M +3% 1.55% 56.9% 196 6.63% 2
GA
2259
GuoLine Advisory
Singapore
$1.09B +$83.8M +8% 5.88% 112% 23 4.35% 1.9
Inspire Advisors
2260
Inspire Advisors
Idaho
$1.09B +$41.4M +4% 1.26% 60.2% 653 34.61% 1.3
Verus Financial Partners
2261
Verus Financial Partners
Virginia
$1.09B +$47.2M +5% 1.82% 45.7% 125 11.2% 4.4
OneAscent Financial Services
2262
OneAscent Financial Services
Alabama
$1.09B -$416M -28% 2.14% 63.8% 559 31.66% 1
Heartwood Wealth Advisors
2263
Heartwood Wealth Advisors
Virginia
$1.09B +$14M +1% 1.89% 59.4% 632 68.2% 2.9
Baring Fintech Fund III Managers
2264
Baring Fintech Fund III Managers
Guernsey
$1.08B -$94.3M -8% 4.35% – 1 0% 1
Asset Advisors Investment Management
2265
Asset Advisors Investment Management
Georgia
$1.08B +$27.5M +3% 1.89% 67.5% 113 7.08% 4.9
L & S Advisors
2266
L & S Advisors
California
$1.08B +$41.8M +4% 8.22% 231% 389 17.22% 2
Graham Holdings Company
2267
Graham Holdings Company
Virginia
$1.08B +$83.1M +8% 10.4% 95.1% 6 0% 3.3
Pekin Hardy Strauss
2268
Pekin Hardy Strauss
Illinois
$1.08B +$84.3M +8% 7.5% 102% 490 24.08% 3.6
CF
2269
Clarity Financial
Texas
$1.08B +$73.7M +7% 1.92% 56.8% 128 16.41% 2.1
Everhart Financial Group
2270
Everhart Financial Group
Ohio
$1.08B +$81.8M +8% 3.42% 123% 440 16.59% 2.1
Shepherd Financial Partners
2271
Shepherd Financial Partners
Massachusetts
$1.08B +$28.5M +3% 3.21% 78% 257 9.73% 3.8
Crescent Grove Advisors
2272
Crescent Grove Advisors
Illinois
$1.08B +$23.7M +2% 1.14% 64.1% 316 13.29% 3.8
Henry H. Armstrong Associates
2273
Henry H. Armstrong Associates
Pennsylvania
$1.08B -$28.8M -3% 0.01% 70% 63 3.17% 7.6
LVM Capital Management
2274
LVM Capital Management
Michigan
$1.08B +$36M +3% 5.86% 121% 177 15.82% 6.4
McIlrath & Eck
2275
McIlrath & Eck
Washington
$1.08B +$108M +11% 2.5% 44% 1,026 13.55% 4.2