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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)
Teewinot Capital Advisers
2551
Teewinot Capital Advisers
New York
$591M +$85.4M +17% 17.6% 149% 31 16.13% 3.7
Recurrent Investment Advisors
2552
Recurrent Investment Advisors
Texas
$591M +$85.1M +17% 1.55% 99.7% 53 18.87% 2.5
Atlas Venture Advisors
2553
Atlas Venture Advisors
Massachusetts
$590M +$126M +27% 28.9% 29.2% 6 16.67% 3.5
CBT
2554
Central Bank & Trust
Kentucky
$590M +$28.1M +5% 10% 118% 433 26.56% 5.8
River Wealth Advisors
2555
River Wealth Advisors
Pennsylvania
$589M +$39.8M +7% 7.58% 80.3% 212 2.83% 5.1
BFSG LLC
2556
BFSG LLC
California
$588M +$46.6M +9% 5.48% 81.9% 220 17.73% 2.4
RBO & Co
2557
RBO & Co
California
$588M +$14.1M +2% 2.89% 27.9% 56 8.93% 6
Baker Ellis Asset Management
2558
Baker Ellis Asset Management
Washington
$588M +$29.6M +5% 6.39% 91.9% 213 6.1% 5.1
Talbot Financial
2559
Talbot Financial
Washington
$588M +$50M +9% 10.7% 118% 60 6.67% 0.5
Keystone Financial Group (Kentucky)
2560
Keystone Financial Group (Kentucky)
Kentucky
$588M – – 7.21% 116% 302 – 3.3
RMR Wealth Builders
2561
RMR Wealth Builders
New Jersey
$588M +$61.9M +12% 7.64% 91.7% 224 10.71% 1.7
Hartline Investment Corp
2562
Hartline Investment Corp
Illinois
$587M +$85.7M +17% 15.8% 201% 120 15% 2
Virtue Capital Management
2563
Virtue Capital Management
Tennessee
$586M -$24.9M -4% 4.98% 91% 426 15.96% 1.3
Vision Capital Management
2564
Vision Capital Management
Oregon
$586M +$34.4M +6% 6.82% 78.4% 107 7.48% 4.9
Cipher Capital
2565
Cipher Capital
New York
$585M +$43.5M +8% 3.23% – 745 68.99% 0.2
Passaic Partners
2566
Passaic Partners
New Jersey
$585M +$90.9M +18% 3.77% 53.2% 11 45.45% 0.7
LP
2567
LGL Partners
Pennsylvania
$585M +$461K +0.1% 6% 68.9% 105 11.43% 3.4
Allen Capital Group
2568
Allen Capital Group
Nebraska
$585M +$34M +6% 4.16% 56.9% 185 11.35% 0.6
Bell Asset Management
2569
Bell Asset Management
Australia
$585M +$37.4M +7% 4.5% 45.3% 65 12.31% 3.5
Steel Partners Holdings
2570
Steel Partners Holdings
New York
$584M +$33.3M +6% 4.21% – 6 16.67% 4.4
Flaharty Asset Management
2571
Flaharty Asset Management
Florida
$584M +$23.6M +4% 2.63% 33.4% 117 11.97% 2.9
Guardian Wealth Advisors (North Carolina)
2572
Guardian Wealth Advisors (North Carolina)
North Carolina
$584M +$14.1M +2% 4.49% 58.9% 444 13.74% 1
Nordwand Advisors
2573
Nordwand Advisors
Pennsylvania
$583M -$30.2M -5% 4.79% 93% 135 19.26% 0.3
Rockwood Wealth Management
2574
Rockwood Wealth Management
Pennsylvania
$583M +$76.3M +15% 3.43% 48.9% 77 10.39% 1.1
City Holding Co
2575
City Holding Co
West Virginia
$581M +$25M +5% 6.38% 89.2% 568 18.31% 5.4