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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)
LVW Advisors
2326
LVW Advisors
New York
$1.16B +$108M +10% 16.2% 79.1% 500 20.2% 2.6
PGCM
2327
Prescott Group Capital Management
Oklahoma
$1.16B +$154M +15% 18.3% 135% 311 21.54% 2.4
Lodestar Private Asset Management
2328
Lodestar Private Asset Management
California
$1.16B +$143M +14% 13.9% 64.4% 241 7.47% 2.8
Delta Asset Management
2329
Delta Asset Management
Tennessee
$1.16B +$59.8M +5% 8.77% 53.8% 617 6.32% 4.8
WGI DM
2330
WGI DM
Massachusetts
$1.16B +$156M +16% 5.52% – 7 14.29% 0.9
Connors Investor Services
2331
Connors Investor Services
Pennsylvania
$1.16B +$72.4M +7% 14.1% 125% 167 19.16% 4.8
Apriem Advisors
2332
Apriem Advisors
California
$1.16B +$107M +10% 14.5% 74.3% 198 14.14% 5.6
Heritage Trust
2333
Heritage Trust
Oklahoma
$1.15B +$158M +16% 19.4% – 322 7.14% 5.1
Webster Bank
2334
Webster Bank
Connecticut
$1.15B +$96.4M +9% 13.3% 77.5% 766 19.84% 5.5
AIC
2335
AWM Investment Company
New York
$1.15B +$249M +28% 61.4% 778% 119 28.57% 2.7
Cascade Financial Partners
2336
Cascade Financial Partners
California
$1.15B +$181M +19% 16.6% – 293 15.02% 1.7
Consolidated Investment Group
2337
Consolidated Investment Group
Colorado
$1.15B +$229M +25% 39.4% 140% 80 7.5% 4.9
Focused Wealth Management
2338
Focused Wealth Management
New York
$1.15B +$186M +19% 16.9% 80.9% 300 35.33% 4.5
Tanager Wealth Management
2339
Tanager Wealth Management
United Kingdom
$1.15B +$115M +11% 10.7% 53.4% 171 22.81% 1.9
1607 Capital Partners
2340
1607 Capital Partners
Virginia
$1.15B -$239M -17% 8.69% 28.5% 149 12.08% 3.6
Marks Group Wealth Management
2341
Marks Group Wealth Management
Minnesota
$1.15B +$111M +11% 13.9% 62.8% 372 15.32% 3.2
Hartline Investment Corp
2342
Hartline Investment Corp
Illinois
$1.15B +$239M +26% 39.2% 222% 119 9.24% 3.6
Discipline Wealth Solutions
2343
Discipline Wealth Solutions
South Carolina
$1.15B +$196M +21% 11.6% 45.9% 212 16.51% 1
Gleason Group
2344
Gleason Group
Kentucky
$1.15B +$136M +13% 13.6% 69.1% 471 56.05% 2
Liberty Mutual Group Asset Management
2345
Liberty Mutual Group Asset Management
Massachusetts
$1.15B -$104M -8% 1.27% 47.9% 41 36.59% 0.9
WM
2346
WS Management
Florida
$1.14B +$11.6M +1% 69.5% 309% 62 33.87% 4.3
Symetra Investment Management
2347
Symetra Investment Management
Connecticut
$1.14B -$10.3M -0.9% 5.25% 37.3% 6 0% 2
Carret Asset Management
2348
Carret Asset Management
New York
$1.14B +$122M +12% 16.6% 94.4% 319 11.29% 7.8
Vista Capital Partners
2349
Vista Capital Partners
Oregon
$1.14B +$149M +15% 14.6% 61.2% 175 13.71% 4
McGuire Investment Group
2350
McGuire Investment Group
Rhode Island
$1.14B +$256M +29% 43.7% 202% 140 15.71% 4.1