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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)
Avalon Global Asset Management
2476
Avalon Global Asset Management
California
$843M +$129M +18% 29.4% 278% 55 52.73% 3.1
Glencore
2477
Glencore
Switzerland
$843M +$4.18M +0.5% 1.34% – 2 0% 0.5
Coppell Advisory Solutions
2478
Coppell Advisory Solutions
Texas
$842M +$121M +17% 8.28% – 442 40.5% 1.6
DiNuzzo Private Wealth
2479
DiNuzzo Private Wealth
Pennsylvania
$842M +$48M +6% 5.82% 42.7% 1,417 6.14% 1.4
L. Roy Papp & Associates
2480
L. Roy Papp & Associates
Arizona
$842M +$26.7M +3% 5.3% 80.1% 181 4.42% 7.1
SCHF (GPE)
2481
SCHF (GPE)
Wyoming
$842M +$424M +102% 38.9% – 7 71.43% 0.1
HHM Wealth Advisors
2482
HHM Wealth Advisors
Tennessee
$841M +$98.5M +13% 7.61% 62.3% 956 13.28% 2.9
Southeast Asset Advisors
2483
Southeast Asset Advisors
Georgia
$841M +$25.8M +3% 3.54% 91.5% 200 12.5% 4.2
James Investment Research
2484
James Investment Research
Ohio
$841M +$53.4M +7% 11.1% 110% 352 11.36% 4.9
Cabot Wealth Management
2485
Cabot Wealth Management
Massachusetts
$841M +$55.9M +7% 9.19% 69.3% 135 11.11% 5.9
Graves Light Lenhart Wealth
2486
Graves Light Lenhart Wealth
Virginia
$840M +$25.7M +3% 3.91% 47.7% 197 7.61% 4.6
Legato Capital Management
2487
Legato Capital Management
California
$839M +$97.1M +13% 20.3% 243% 636 23.11% 1.5
Main Management Fund Advisors
2488
Main Management Fund Advisors
California
$839M +$156M +23% 13.7% 80% 6 0% 1.2
NWF Advisory Services
2489
NWF Advisory Services
California
$839M +$126M +18% 8.84% 120% 443 23.02% 1
Pinkerton Retirement Specialists
2490
Pinkerton Retirement Specialists
Idaho
$838M +$67.8M +9% 11.4% 82.9% 153 43.79% 2.8
Red Door Wealth Management
2491
Red Door Wealth Management
Tennessee
$838M +$161M +24% 10% 100% 289 22.49% 2.4
BFS
2492
Bard Financial Services
Connecticut
$837M +$19.7M +2% 6.59% 90.1% 217 8.76% 3.6
Leuthold Group
2493
Leuthold Group
Minnesota
$837M +$66.9M +9% 13.1% 126% 239 29.71% 1.5
NTV Asset Management
2494
NTV Asset Management
West Virginia
$837M +$86M +11% 12.1% 110% 294 10.54% 6.2
Marathon Trading Investment Management
2495
Marathon Trading Investment Management
Pennsylvania
$837M +$91.8M +12% 17.2% 143% 410 49.02% 1.4
Nan Fung Trinity
2496
Nan Fung Trinity
Hong Kong
$836M +$205M +33% 10.6% 82.3% 67 53.73% 0.5
Barlow Wealth Partners
2497
Barlow Wealth Partners
Kentucky
$836M +$74.2M +10% 12.4% 101% 142 11.27% 1.3
United Bank (Virginia)
2498
United Bank (Virginia)
Virginia
$835M +$49.3M +6% 8.56% 76.1% 147 13.61% 5.3
Opus Capital Group
2499
Opus Capital Group
Ohio
$835M +$58.3M +7% 6.79% 49.7% 131 7.63% 5
Headlands Technologies
2500
Headlands Technologies
Illinois
$835M -$42.2M -5% 23.3% 158% 1,610 60.56% 0.4