We are live on ! Find out more

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)
Oak Root LLC
2551
Oak Root LLC
California
$768M -$24.3M -3% 0.83% 75.4% 16 12.5% 0.9
Baldwin Investment Management
2552
Baldwin Investment Management
Pennsylvania
$768M -$30M -4% 0.91% 74.8% 223 15.25% 5.4
Mattern Capital Management
2553
Mattern Capital Management
Colorado
$767M -$27.2M -3% 3.02% 39.8% 161 3.73% 3.1
Cascade Financial Partners
2554
Cascade Financial Partners
California
$767M -$30.5M -4% 3.14% – 251 6.77% 0.7
Ethos Financial Group
2555
Ethos Financial Group
Pennsylvania
$767M +$161M +26% 0.87% 63% 431 36.66% 0.9
Rodgers Brothers
2556
Rodgers Brothers
Pennsylvania
$767M -$20.8M -3% 2.21% 108% 243 8.64% 6
Greenwood Capital Associates
2557
Greenwood Capital Associates
South Carolina
$766M -$1.79M -0.2% 1.12% 87.7% 260 17.69% 2.8
Running Oak Capital
2558
Running Oak Capital
Minnesota
$766M +$28M +4% 1.17% 32.7% 58 1.72% 2.8
Nellore Capital Management
2559
Nellore Capital Management
California
$766M +$31.7M +4% 4.63% 73.8% 18 16.67% 2.1
Legato Capital Management
2560
Legato Capital Management
California
$765M -$43.9M -5% 7.74% 243% 628 20.86% 1.3
Discerene Group
2561
Discerene Group
Connecticut
$765M -$124M -14% 12.8% 48.6% 12 0% 3.3
Cat Rock Capital Management
2562
Cat Rock Capital Management
Connecticut
$765M -$118M -13% 0.93% 66.7% 14 14.29% 2.1
Baxter Bros Inc
2563
Baxter Bros Inc
Connecticut
$765M -$4.67M -0.6% 1.75% 73.8% 160 5% 5.8
Alta Park Capital
2564
Alta Park Capital
California
$764M -$22.3M -3% 24.2% 1,071% 43 41.86% 1
Absher Wealth Management
2565
Absher Wealth Management
North Carolina
$764M -$11.1M -1% 1.76% 65.3% 70 7.14% 3.4
Central Pacific Bank - Trust Division
2566
Central Pacific Bank - Trust Division
Hawaii
$764M -$29.3M -4% 2.03% – 927 11.87% 0.7
TCOT
2567
Trust Company of Toledo
Ohio
$763M +$23.7M +3% 0.26% 109% 246 6.5% 6.5
BlueStem Wealth Partners
2568
BlueStem Wealth Partners
Minnesota
$762M – – 0.46% – 101 – 0
Summit Creek Advisors
2569
Summit Creek Advisors
Minnesota
$761M +$24.4M +3% 9.2% 68.8% 73 10.96% 3.9
Abacus FCF Advisors
2570
Abacus FCF Advisors
Florida
$760M +$328M +76% 6.06% 197% 304 65.13% 0.6
AIP LLC
2571
AIP LLC
New York
$759M -$271M -26% 14.6% 54.9% 3 33.33% 1.5
Minneapolis Portfolio Management Group
2572
Minneapolis Portfolio Management Group
Minnesota
$759M -$13.3M -2% 0.72% 140% 31 12.9% 4.4
Manchester Global Management
2573
Manchester Global Management
United Kingdom
$758M +$139M +22% 5.81% 156% 26 23.08% 1.1
Crédit Industriel et Commercial
2574
Crédit Industriel et Commercial
France
$758M – – 1.16% – 299 – 0
NTV Asset Management
2575
NTV Asset Management
West Virginia
$758M +$10.5M +1% 3.4% 110% 279 7.89% 6.2