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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)
RIA
2276
RPG Investment Advisory
California
$437M +$25.7M +6% 2.51% 186% 487 20.33% 0.8
Calixto Global Investors
2277
Calixto Global Investors
Florida
$437M +$106M +32% 8.73% 180% 15 66.67% 0.6
SCM
2278
Schneider Capital Management
Pennsylvania
$436M -$19.6M -4% 6.13% 52.5% 46 13.04% 2.4
Stonebridge Capital Advisors
2279
Stonebridge Capital Advisors
Minnesota
$435M -$2.39M -0.5% 0.8% 80.1% 188 9.04% 2.8
Makena Capital Management
2280
Makena Capital Management
California
$434M +$30.7M +8% 1.17% 78.7% 18 5.56% 2.7
LVM Capital Management
2281
LVM Capital Management
Michigan
$434M -$8.51M -2% 0.75% 121% 120 6.67% 3.2
Seminole Management
2282
Seminole Management
New York
$433M -$115M -21% 0.75% 95.4% 34 55.88% 1.1
Brightworth
2283
Brightworth
Georgia
$433M -$10.2M -2% 0.28% 21.7% 137 19.71% 0.7
CAM
2284
Centre Asset Management
New York
$433M +$22.4M +5% 3.39% 45.3% 56 25% 1.2
Yorktown Energy Partners X
2285
Yorktown Energy Partners X
New York
$433M -$139M -24% 18.5% 95.9% 5 20% 0.8
United Bank (Virginia)
2286
United Bank (Virginia)
Virginia
$433M +$25.6M +6% 2.18% 76.1% 146 15.75% 1.1
Avior Wealth Management
2287
Avior Wealth Management
Nebraska
$432M -$14.6M -3% 1.36% 71.4% 859 11.87% 1.5
Twele Capital Management
2288
Twele Capital Management
Minnesota
$432M -$5.53M -1% 1.65% 37.1% 44 2.27% 4.1
Sarissa Capital Management
2289
Sarissa Capital Management
Connecticut
$432M +$41.5M +11% 2.79% 80% 12 16.67% 1.4
Arrow Financial
2290
Arrow Financial
New York
$432M -$999K -0.2% 1.32% 71.1% 348 6.61% 3.5
MRCM
2291
M&R Capital Management
New Jersey
$431M +$5K +0% 2.08% 52.6% 573 6.63% 2.2
Narwhal Capital Management
2292
Narwhal Capital Management
Georgia
$431M -$3.84M -0.9% 2.43% 93.8% 156 16.03% 3.1
GCP
2293
Garelick Capital Partners
Massachusetts
$431M -$61.5M -12% 16.5% 195% 34 64.71% 0.5
SHCM
2294
Stokes & Hubbell Capital Management
Louisiana
$431M +$15.7M +4% 2.27% 31.2% 120 5% 1.8
IMOV
2295
Investment Management of Virginia
Virginia
$430M +$8.84M +2% 1.63% 93.4% 150 9.33% 3.4
Petrus Trust Company
2296
Petrus Trust Company
Texas
$430M +$26.2M +7% 1.88% 36.9% 224 58.48% 1.1
Evanston Advisors
2297
Evanston Advisors
Illinois
$430M +$12M +3% 3.28% 16% 73 16.44% 1.8
KG Funds Management
2298
KG Funds Management
New York
$429M +$44.1M +11% 0.77% 45.8% 8 0% 1.2
J.M. Forbes & Co
2299
J.M. Forbes & Co
Massachusetts
$429M -$3.61M -0.8% 1.11% 112% 114 7.89% 3.3
Lenox Wealth Advisors
2300
Lenox Wealth Advisors
New York
$429M +$71.6M +20% 0.58% 35.7% 576 37.15% 0.5