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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)
BFSG LLC
2251
BFSG LLC
California
$1.06B +$26.2M +3% 3.46% 90.7% 775 10.45% 2.4
Webster Bank
2252
Webster Bank
Connecticut
$1.06B -$9.8M -0.9% 2.27% 77.5% 698 8.45% 5.5
Cornerstone Advisory
2253
Cornerstone Advisory
Maryland
$1.06B +$7.49M +0.7% 2.9% 53.5% 277 15.88% 4.6
Kintegral Advisory
2254
Kintegral Advisory
New York
$1.06B -$126M -11% 4.78% 143% 234 0.43% 5.5
Monograph Wealth Advisors
2255
Monograph Wealth Advisors
California
$1.05B +$36.6M +4% 0.25% 68% 153 17.65% 2.4
Shepherd Financial Partners
2256
Shepherd Financial Partners
Massachusetts
$1.05B -$25.1M -2% 1.78% 88.4% 252 7.14% 4.1
Royal Fund Management
2257
Royal Fund Management
Florida
$1.05B -$45.9M -4% 0.49% 103% 341 28.15% 3.2
TCOT
2258
Trust Company of Toledo
Ohio
$1.05B +$40M +4% 1.1% 109% 864 11.23% 2.6
Element Capital Management
2259
Element Capital Management
New York
$1.05B +$844M +403% 6.61% 49.4% 96 91.67% 0.3
Syntegra Private Wealth Group
2260
Syntegra Private Wealth Group
Missouri
$1.05B -$36.3M -3% 2.16% 56.9% 201 10.95% 2.2
Nemes Rush Group
2261
Nemes Rush Group
Michigan
$1.05B -$11.3M -1% 1.16% 111% 1,045 14.64% 1.6
HORAN Wealth
2262
HORAN Wealth
Ohio
$1.05B +$401M +62% 1.25% – 200 13.5% 0.6
L2 Asset Management
2263
L2 Asset Management
Massachusetts
$1.05B +$303M +40% 1.95% 128% 422 19.19% 1.7
Spirepoint Private Client
2264
Spirepoint Private Client
Florida
$1.05B +$5.05M +0.5% 0.86% – 342 14.33% 1.3
Moody National Bank Trust Division
2265
Moody National Bank Trust Division
Texas
$1.05B +$11.2M +1% 1.24% 115% 543 15.1% 4.8
LVW Advisors
2266
LVW Advisors
New York
$1.05B +$63M +6% 0.59% 79.1% 460 30.87% 2.7
Compass Ion Advisors
2267
Compass Ion Advisors
Pennsylvania
$1.05B -$595K -0.1% 0.64% 75.6% 288 8.33% 2.4
TRUE Private Wealth Advisors
2268
TRUE Private Wealth Advisors
Oregon
$1.05B +$51M +5% 2.31% 89.2% 294 19.05% 4.3
Asset Advisors Investment Management
2269
Asset Advisors Investment Management
Georgia
$1.05B -$34.9M -3% 1.24% 67.5% 111 7.21% 5.1
Apriem Advisors
2270
Apriem Advisors
California
$1.05B -$41.7M -4% 0.93% 74.3% 204 15.2% 5.5
Financial Synergies Wealth Advisors
2271
Financial Synergies Wealth Advisors
Texas
$1.05B +$12M +1% 0.22% 79% 116 12.07% 3.2
American National Bank & Trust
2272
American National Bank & Trust
Texas
$1.05B -$11.2M -1% 2.35% 102% 722 18.56% 3.3
Long Pond Capital
2273
Long Pond Capital
New York
$1.05B +$196M +23% 9.65% 13.5% 42 50% 1.1
Waycross Partners
2274
Waycross Partners
Kentucky
$1.05B -$175M -14% 7.67% 98.4% 99 28.28% 2.4
Randolph Company
2275
Randolph Company
Ohio
$1.05B +$4.01M +0.4% 4.22% 127% 45 13.33% 4.6