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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)
Needham Investment Management
2301
Needham Investment Management
New York
$468M +$115M +32% 33.8% 424% 119 21.85% 3.3
Brewin Dolphin Wealth Management
2302
Brewin Dolphin Wealth Management
Ireland
$468M +$283M +152% 21.4% 47.5% 295 33.56% 1.5
BPM
2303
Bowling Portfolio Management
Ohio
$468M +$62.1M +15% 23% 45.7% 325 4.92% 2.2
Strategic Global Advisors
2304
Strategic Global Advisors
California
$468M +$78.7M +20% 23.1% 137% 156 23.72% 1.9
HighPoint Advisor Group
2305
HighPoint Advisor Group
Illinois
$468M +$47.8M +11% 25% – 385 16.62% 2.6
Ellevest Inc
2306
Ellevest Inc
New York
$468M +$106M +29% 17% 73.8% 1,470 32.52% 0.6
Great Mountain Partners
2307
Great Mountain Partners
Connecticut
$467M – – 32.4% 95.3% 1 – 0
Osborne Partners Capital Management
2308
Osborne Partners Capital Management
California
$467M +$83.2M +22% 25% 60.8% 156 10.9% 4.9
J.V. Bruni & Co
2309
J.V. Bruni & Co
Colorado
$467M +$77.3M +20% 21.1% 97.9% 25 8% 4.2
Chiron Investment Management
2310
Chiron Investment Management
New York
$467M +$40.9M +10% 32.2% 104% 91 61.54% 0.4
Emery Howard Portfolio Management
2311
Emery Howard Portfolio Management
California
$467M +$57.4M +14% 19.4% 66.5% 34 17.65% 5.7
JNBA Financial Advisors
2312
JNBA Financial Advisors
Minnesota
$466M +$50M +12% 16.9% 61.8% 598 6.69% 2.8
FVP
2313
Firefly Value Partners
Pennsylvania
$466M -$63.9M -12% 46.3% 25.7% 19 26.32% 2.8
Capital Asset Advisory Services
2314
Capital Asset Advisory Services
Michigan
$466M +$89M +24% 18.7% 51% 592 16.72% 0.7
Archon Capital Management
2315
Archon Capital Management
Washington
$465M +$194M +71% 65.4% 222% 44 45.45% 0.9
Highland Private Wealth Management
2316
Highland Private Wealth Management
Washington
$465M +$99.2M +27% 20.5% 19% 140 22.14% 1.7
Verus Financial Partners
2317
Verus Financial Partners
Virginia
$464M +$136M +42% 15.9% 45.7% 76 13.16% 3.4
Salomon & Ludwin
2318
Salomon & Ludwin
Virginia
$464M +$75.6M +19% 20.4% 52.6% 238 74.79% 1.2
Naples Global Advisors
2319
Naples Global Advisors
Florida
$464M +$82.5M +22% 18.5% 103% 347 11.53% 3.5
BFSG LLC
2320
BFSG LLC
California
$464M +$74.4M +19% 16% 81.9% 186 32.8% 1.4
Enterprise Financial Services Corp (EFSC)
2321
Enterprise Financial Services Corp (EFSC)
Missouri
$464M +$67.2M +17% 17.1% 100% 1,412 15.51% 3.6
KWMG LLC
2322
KWMG LLC
Kansas
$462M +$88.3M +24% 14.6% 76.2% 126 5.56% 3.3
Granite Investment Advisors
2323
Granite Investment Advisors
New Hampshire
$462M +$60.6M +15% 16.9% 55.6% 164 17.68% 3.5
Private Capital Group
2324
Private Capital Group
Connecticut
$462M +$75.4M +20% 19.4% 30.1% 2,334 13.71% 1.8
Toth Financial Advisory
2325
Toth Financial Advisory
Virginia
$462M +$115M +33% 23.3% 90.4% 632 38.13% 1.9