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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)
OCMI
2526
Oaktop Capital Management II
New Jersey
$751M -$50M -6% 3.28% 451% 15 0% 7.7
NTV Asset Management
2527
NTV Asset Management
West Virginia
$751M -$7.59M -1% 0.49% 110% 287 10.8% 6.3
Jag Capital Management
2528
Jag Capital Management
Missouri
$751M +$33.3M +5% 5.78% 269% 150 19.33% 3.8
Hartline Investment Corp
2529
Hartline Investment Corp
Illinois
$750M -$122M -14% 5.96% 222% 104 10.58% 3.1
Khrom Capital Management
2530
Khrom Capital Management
Florida
$748M -$135M -15% 4.15% 35.6% 20 30% 1.2
Grove Bank & Trust
2531
Grove Bank & Trust
Florida
$748M +$27.8M +4% 2.36% 80.5% 871 12.51% 2.5
Claro Advisors
2532
Claro Advisors
Massachusetts
$747M +$7.09M +1% 4.41% 98.8% 557 20.65% 2.4
Slow Capital
2533
Slow Capital
California
$747M +$40.4M +6% 5.92% 156% 123 12.2% 5
Oak Root LLC
2534
Oak Root LLC
California
$746M -$22M -3% 2% 75.4% 15 6.67% 1.2
Community Bank
2535
Community Bank
New York
$746M -$33.8M -4% 0.93% 86.3% 404 9.16% 6.9
Patriot Financial Group Insurance Agency
2536
Patriot Financial Group Insurance Agency
Massachusetts
$746M +$91.8K +0% 1.71% 97.3% 539 19.29% 3.9
Talon Private Wealth
2537
Talon Private Wealth
Florida
$746M +$267M +56% 0.77% – 309 48.87% 0.4
Ascent Wealth Partners
2538
Ascent Wealth Partners
New York
$746M +$3.97M +0.5% 2.38% 105% 171 7.02% 4.2
Advisors Preferred
2539
Advisors Preferred
Maryland
$745M +$123M +20% 1.59% 102% 351 76.92% 0.4
Marathon Trading Investment Management
2540
Marathon Trading Investment Management
Pennsylvania
$745M -$1.08B -59% 6.07% 143% 429 45.45% 1.1
RTD Financial Advisors
2541
RTD Financial Advisors
Pennsylvania
$744M -$35.6M -5% 2.48% 51.5% 121 9.92% 2.5
Redhawk Wealth Advisors
2542
Redhawk Wealth Advisors
Minnesota
$744M +$3.54M +0.5% 0.13% 116% 330 22.42% 1.8
Jackson Square Partners
2543
Jackson Square Partners
California
$744M -$217M -23% 6.95% 102% 63 17.46% 3.1
Tran Capital Management
2544
Tran Capital Management
California
$743M -$139M -16% 7.15% 173% 67 8.96% 2.6
HHM Wealth Advisors
2545
HHM Wealth Advisors
Tennessee
$743M +$7.43M +1% 2.62% 62.3% 1,056 16.76% 2.6
Insight Wealth Strategies
2546
Insight Wealth Strategies
California
$743M -$2.95M -0.4% 0.07% 83.5% 166 13.25% 2.8
Relyea Zuckerberg Hanson
2547
Relyea Zuckerberg Hanson
Connecticut
$742M -$1.34M -0.2% 3.05% 95.9% 264 8.33% 2.9
Legato Capital Management
2548
Legato Capital Management
California
$742M -$23M -3% 3.51% 243% 640 23.59% 1.4
Greenwood Capital Associates
2549
Greenwood Capital Associates
South Carolina
$741M -$25M -3% 1.63% 87.7% 269 24.54% 2.6
Signet Financial Management
2550
Signet Financial Management
New Jersey
$741M -$42.2M -5% 2.46% 65.2% 297 15.15% 3