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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)
BFS
2426
Bard Financial Services
Connecticut
$834M -$13.4M -2% 0.43% 90.1% 216 5.09% 3.2
Winthrop Advisory Group
2427
Winthrop Advisory Group
Massachusetts
$833M +$24.3M +3% 2.67% 78.3% 171 19.88% 3.5
Kohmann Bosshard Financial Services
2428
Kohmann Bosshard Financial Services
Ohio
$833M +$27.9M +3% 1.34% 42.8% 784 74.49% 1
Leuthold Group
2429
Leuthold Group
Minnesota
$833M -$67M -7% 0.8% 126% 217 32.72% 1.7
Savvy Advisors Inc
2430
Savvy Advisors Inc
New York
$832M +$339M +69% 3.09% – 483 33.95% 0.5
LVW Advisors
2431
LVW Advisors
New York
$831M +$45M +6% 1.41% 79.1% 334 14.07% 3.1
IMA Advisory Services
2432
IMA Advisory Services
Colorado
$830M +$371M +81% 0.53% 74.5% 297 55.22% 1.6
Cooper Financial Group
2433
Cooper Financial Group
California
$830M +$60.1M +8% 2.86% 87.2% 413 14.04% 2.3
Naviter Wealth
2434
Naviter Wealth
Arkansas
$829M +$111M +15% 0.59% 87.1% 307 30.29% 1.5
Melqart Asset Management
2435
Melqart Asset Management
United Kingdom
$828M -$278M -25% 8.3% 250% 67 55.22% 0.7
DLD Asset Management
2436
DLD Asset Management
New York
$827M +$105M +15% 1.27% 10.3% 85 45.88% 0.4
Parthenon LLC
2437
Parthenon LLC
Kentucky
$827M -$10.7M -1% 0.56% 93.3% 127 4.72% 7.9
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
2438
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$826M +$106M +15% 14.3% 1,119% 58 27.59% 1.1
Lincluden Management
2439
Lincluden Management
Ontario, Canada
$826M -$90.7M -10% 5.49% 67.7% 74 4.05% 6.5
Octavia Wealth Advisors
2440
Octavia Wealth Advisors
Ohio
$824M +$12.6M +2% 0.42% 67.9% 236 11.86% 2.5
TRUE Private Wealth Advisors
2441
TRUE Private Wealth Advisors
Oregon
$824M -$14.4M -2% 1.07% 89.2% 242 18.6% 4.3
Kadensa Capital
2442
Kadensa Capital
Hong Kong
$824M +$442M +116% 10.6% 191% 64 70.31% 0.3
North of South Capital
2443
North of South Capital
United Kingdom
$823M +$164M +25% 1.35% – 19 15.79% 0.4
NJ State Employees Deferred Compensation Plan
2444
NJ State Employees Deferred Compensation Plan
New Jersey
$823M -$19.1M -2% 1.73% 127% 478 4.18% 7.4
INVST
2445
INVST
Indiana
$823M -$3.47M -0.4% 1.36% 78.5% 270 14.07% 2.1
Isthmus Partners
2446
Isthmus Partners
Wisconsin
$823M -$19M -2% 1.17% 73.7% 219 11.87% 3.1
Intrinsic Edge Capital Management
2447
Intrinsic Edge Capital Management
Illinois
$823M -$5.26M -0.6% 8.38% 283% 145 59.31% 0.6
AIC
2448
AWM Investment Company
New York
$821M -$4.54M -0.5% 31.1% 778% 103 20.39% 3.5
RW Investment Management
2449
RW Investment Management
Idaho
$821M +$16.9M +2% 1.8% – 103 9.71% 1.6
Maple-Brown Abbott
2450
Maple-Brown Abbott
Australia
$820M -$188M -19% 1.75% 7.92% 16 0% 4.6