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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)
Oak Root LLC
2551
Oak Root LLC
California
$807M +$61.4M +8% 10.5% 75.4% 14 21.43% 1.5
Navellier & Associates
2552
Navellier & Associates
Nevada
$807M +$83.4M +12% 27.6% 361% 321 11.21% 1.9
Absher Wealth Management
2553
Absher Wealth Management
North Carolina
$807M +$44.3M +6% 5.78% 54.5% 72 8.33% 3.7
Cahill Financial Advisors
2554
Cahill Financial Advisors
Minnesota
$806M +$69.8M +9% 7.87% 55.9% 281 8.19% 4.6
Savoie Capital
2555
Savoie Capital
Illinois
$805M -$34.6M -4% 22.1% – 99 12.12% 1.4
River Wealth Advisors
2556
River Wealth Advisors
Pennsylvania
$804M +$85M +12% 10.1% 80.3% 205 5.37% 6.1
RIA
2557
RPG Investment Advisory
California
$804M -$592M -42% 21.9% 186% 101 18.81% 4.6
Greenwood Capital Associates
2558
Greenwood Capital Associates
South Carolina
$804M +$62.4M +8% 9.95% 81.3% 264 17.05% 2.5
Cypress Capital Group
2559
Cypress Capital Group
Florida
$804M +$40M +5% 7.59% 97.8% 237 19.83% 6.3
ICICI Prudential Asset Management
2560
ICICI Prudential Asset Management
India
$803M +$34.3M +4% 9.72% 62.1% 160 5% 2.9
INVST
2561
INVST
Indiana
$803M +$70.1M +10% 9.86% 78.5% 312 17.95% 1.8
Grove Bank & Trust
2562
Grove Bank & Trust
Florida
$802M +$53.6M +7% 8.33% 80.5% 921 15.64% 2.7
Sendero Wealth Management
2563
Sendero Wealth Management
Texas
$802M +$81M +11% 12.1% 99.2% 195 8.21% 1.8
LaFleur & Godfrey
2564
LaFleur & Godfrey
Michigan
$801M +$63.7M +9% 12.9% 85.2% 150 6% 4.5
Bain Capital Life Sciences Investors
2565
Bain Capital Life Sciences Investors
Massachusetts
$799M +$123M +18% 29.9% 507% 24 4.17% 3.3
Oak Harvest Investment Services
2566
Oak Harvest Investment Services
Texas
$798M +$82.3M +12% 11.8% 120% 169 23.67% 1.9
RIT Capital Partners
2567
RIT Capital Partners
United Kingdom
$798M +$94.3M +13% 10.5% 71.4% 27 44.44% 0.6
Redhawk Wealth Advisors
2568
Redhawk Wealth Advisors
Minnesota
$797M +$53.9M +7% 11.3% 116% 357 26.89% 1.7
Consolidated Planning Corp
2569
Consolidated Planning Corp
Georgia
$797M +$70.3M +10% 9.74% 84.6% 195 12.31% 2.1
Greatmark Investment Partners
2570
Greatmark Investment Partners
Georgia
$797M +$63.2M +9% 7.02% 62% 149 8.05% 6
Signet Financial Management
2571
Signet Financial Management
New Jersey
$796M +$54.9M +7% 10.2% 65.2% 302 12.58% 3.1
SA
2572
SoftVest Advisors
Texas
$795M -$326M -29% 13.1% 178% 6 0% 2.2
Novem Group
2573
Novem Group
New York
$794M +$81.3M +11% 8.02% – 441 24.72% 0.4
Cat Rock Capital Management
2574
Cat Rock Capital Management
Connecticut
$794M +$40.3M +5% 16.3% 66.7% 17 23.53% 2.3
McGowan Group Asset Management
2575
McGowan Group Asset Management
Texas
$794M +$37.5M +5% 3.62% 69.8% 130 9.23% 4.1