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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)
Marathon Asset Management (New York)
2476
Marathon Asset Management (New York)
New York
$384M -$66M -15% 14.8% 490% 18 66.67% 1
JFS Wealth Advisors
2477
JFS Wealth Advisors
Pennsylvania
$384M +$10.2M +3% 9.81% 54.8% 489 7.77% 3.3
CreativeOne Wealth
2478
CreativeOne Wealth
Kansas
$383M +$85.7M +29% 8.67% 67.6% 133 24.06% 0.5
GTC
2479
Ghost Tree Capital
New York
$383M +$107M +39% 50.1% 265% 53 50.94% 0.6
Hartline Investment Corp
2480
Hartline Investment Corp
Illinois
$383M +$54.4M +17% 14.4% 222% 115 8.7% 3.7
Bluescape Energy Partners
2481
Bluescape Energy Partners
Texas
$383M +$25.9M +7% 7.27% 57.9% 1 0% 1.3
Wallington Asset Management
2482
Wallington Asset Management
Indiana
$383M +$48.5M +15% 12.7% 108% 55 9.09% 4
Tortoise Investment Management
2483
Tortoise Investment Management
New York
$382M +$12.6M +3% 9.91% 40.2% 659 17.91% 2.9
Front Street Capital Management
2484
Front Street Capital Management
Montana
$381M +$70.5M +23% 27.8% 316% 65 4.62% 2.1
Miller Investment Management
2485
Miller Investment Management
Pennsylvania
$381M +$40.7M +12% 10.1% 60.2% 80 10% 3.8
PKO Investment Management Joint-Stock
2486
PKO Investment Management Joint-Stock
Poland
$381M +$26.6M +8% 15.3% 145% 94 20.21% 2.3
Nalanda India Equity Fund
2487
Nalanda India Equity Fund
Mauritius
$381M +$88.6M +30% 30.3% 13.6% 1 0% 0.3
WEC
2488
White Elm Capital
Connecticut
$380M +$20.6M +6% 22% 103% 34 26.47% 1.9
NorthRock Partners
2489
NorthRock Partners
Minnesota
$379M +$44.1M +13% 13.4% 62.8% 114 34.21% 1.6
NTCM
2490
Nine Ten Capital Management
Illinois
$379M +$75.1M +25% 24.7% 166% 8 12.5% 2.9
Steigerwald Gordon & Koch
2491
Steigerwald Gordon & Koch
Virginia
$379M +$43M +13% 13.6% 59.5% 85 8.24% 3.3
Summit Financial Wealth Advisors
2492
Summit Financial Wealth Advisors
Louisiana
$379M +$70.5M +23% 10.9% 71.4% 140 15% 2.1
Legion Partners Asset Management
2493
Legion Partners Asset Management
California
$378M +$50.9M +16% 28.9% 206% 17 58.82% 0.9
Battery Partners IX
2494
Battery Partners IX
Massachusetts
$378M +$104M +38% 59.4% 322% 4 0% 1.8
Ropes Wealth Advisors
2495
Ropes Wealth Advisors
Massachusetts
$378M +$30.7M +9% 13.1% 71% 551 15.43% 2.6
Apriem Advisors
2496
Apriem Advisors
California
$378M +$93.5M +33% 11.6% 74.3% 144 23.61% 3.5
Valley Forge Capital Management
2497
Valley Forge Capital Management
Florida
$378M +$113M +43% 29.3% 49% 10 10% 1.7
12th Street Asset Management Company
2498
12th Street Asset Management Company
Tennessee
$377M +$73.3M +24% 22.4% 106% 29 13.79% 1.5
Campbell Wealth Management
2499
Campbell Wealth Management
Virginia
$376M +$52.1M +16% 10.5% 11.2% 60 21.67% 0.2
Money Design
2500
Money Design
Japan
$376M +$60.6M +19% 7.4% 26.4% 47 10.64% 1