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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)
Ilex Capital Partners
2401
Ilex Capital Partners
United Kingdom
$716M – – 7.97% – 16 – 0
MIG Capital
2402
MIG Capital
California
$716M +$176M +33% 18.7% 118% 17 17.65% 1.9
Wescott Financial Advisory Group
2403
Wescott Financial Advisory Group
Pennsylvania
$714M +$167M +31% 9.68% 55.5% 170 10.59% 1.8
Wealth Alliance
2404
Wealth Alliance
New York
$713M +$79.1M +12% 10.9% 75.7% 536 13.81% 2.2
Wealth Architects
2405
Wealth Architects
California
$713M +$125M +21% 10.5% 80.1% 205 11.22% 4.8
RTD Financial Advisors
2406
RTD Financial Advisors
Pennsylvania
$712M +$57.6M +9% 11% 51.5% 104 9.62% 1.8
Capital Advisors Ltd
2407
Capital Advisors Ltd
Ohio
$712M +$59.5M +9% 9.68% 61.1% 1,550 14.9% 2.8
Pekin Hardy Strauss
2408
Pekin Hardy Strauss
Illinois
$712M +$78.9M +12% 7.74% 102% 339 17.99% 4.1
Abner Herrman & Brock
2409
Abner Herrman & Brock
New Jersey
$712M +$59.4M +9% 11% 156% 99 11.11% 4.7
Matthews International Capital Management
2410
Matthews International Capital Management
California
$712M -$115M -14% 9.83% 227% 39 10.26% 2.8
RMR Wealth Builders
2411
RMR Wealth Builders
New Jersey
$712M +$85.6M +14% 11.3% 91.7% 249 14.46% 1.9
Van Cleef Asset Management
2412
Van Cleef Asset Management
Ohio
$712M +$76.6M +12% 10.4% 104% 112 5.36% 6.8
Goodnow Investment Group
2413
Goodnow Investment Group
Connecticut
$711M +$118M +20% 18.9% 131% 26 19.23% 3.4
J. Safra Asset Management
2414
J. Safra Asset Management
New York
$711M +$25.2M +4% 11.5% 84.3% 130 23.85% 1
SP
2415
Solel Partners
Massachusetts
$711M +$40.4M +6% 12.5% 25.9% 29 31.03% 1.6
Heritage Trust
2416
Heritage Trust
Oklahoma
$710M +$69.7M +11% 10.4% – 277 9.75% 4.1
Insigneo Advisory Services
2417
Insigneo Advisory Services
Florida
$710M +$219M +45% 12.2% 119% 455 18.9% 0.7
Parkman Healthcare Partners
2418
Parkman Healthcare Partners
Connecticut
$710M +$164M +30% 20.9% 306% 113 30.97% 1.1
Harbour Trust & Investment Management
2419
Harbour Trust & Investment Management
Indiana
$709M – – 10.2% 116% 162 – 0
Syntegra Private Wealth Group
2420
Syntegra Private Wealth Group
Missouri
$709M +$71.7M +11% 10.1% 56.9% 134 11.94% 0.8
Madison Avenue Partners
2421
Madison Avenue Partners
New York
$708M +$3.54M +0.5% 18% 284% 22 22.73% 1.1
LVZ Inc
2422
LVZ Inc
Michigan
$708M +$87.9M +14% 10.5% 52.9% 146 15.75% 2.6
Rossmore Private Capital
2423
Rossmore Private Capital
Connecticut
$708M +$47.6M +7% 8.24% 87.1% 237 5.91% 3.9
CenterStar Asset Management
2424
CenterStar Asset Management
Illinois
$707M +$222M +46% 11.6% 104% 468 73.5% 0.4
Gilbert & Cook
2425
Gilbert & Cook
Iowa
$707M +$72.5M +11% 10.1% 63.2% 229 11.35% 3