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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)
Great Lakes Retirement
2576
Great Lakes Retirement
Ohio
$676M +$68.4M +11% 12% 118% 234 17.95% 1.9
LaFleur & Godfrey
2577
LaFleur & Godfrey
Michigan
$676M +$4.83M +0.7% 9.03% 98.2% 139 5.76% 4
Stillwater Capital Advisors
2578
Stillwater Capital Advisors
Pennsylvania
$675M +$51.6M +8% 15% 121% 71 5.63% 5.6
Kahn Brothers Group
2579
Kahn Brothers Group
New York
$674M +$39.6M +6% 8.79% 53.4% 56 28.57% 5
Flaharty Asset Management
2580
Flaharty Asset Management
Florida
$674M +$40.7M +6% 4.86% 37.8% 126 13.49% 3.1
Ascent Wealth Partners
2581
Ascent Wealth Partners
New York
$674M +$61.1M +10% 9.79% 105% 167 10.78% 3.8
Aviance Capital Partners
2582
Aviance Capital Partners
Florida
$673M +$206M +44% 10.2% 109% 323 22.91% 4.1
Ullmann Wealth Partners Group
2583
Ullmann Wealth Partners Group
Florida
$673M +$59.9M +10% 8.34% 68% 116 12.93% 3.2
Freshford Capital Management
2584
Freshford Capital Management
New York
$672M +$57M +9% 5.37% 97.3% 24 41.67% 1.6
Heritage Financial Services
2585
Heritage Financial Services
Massachusetts
$672M +$84.3M +14% 4.16% 38.3% 113 20.35% 1.4
Baker Ellis Asset Management
2586
Baker Ellis Asset Management
Washington
$672M +$47.6M +8% 8.6% 91.9% 224 7.14% 5.2
Oslo Pensjonsforsikring
2587
Oslo Pensjonsforsikring
$671M +$58.2M +10% 12% 79% 16 0% 5.2
WestBridge Capital Management
2588
WestBridge Capital Management
Mauritius
$671M -$334M -33% 11.8% 21.9% 3 0% 2
Compound Global Advisors
2589
Compound Global Advisors
Washington
$671M +$131M +24% 15.8% – 48 35.42% 0.7
Vision Capital Management
2590
Vision Capital Management
Oregon
$670M +$29M +5% 6.6% 78.4% 121 4.96% 4
Silicon Valley Capital Partners
2591
Silicon Valley Capital Partners
California
$670M +$73.9M +12% 11.8% 103% 379 29.82% 1.5
Center for Financial Planning
2592
Center for Financial Planning
Michigan
$669M +$125M +23% 8.08% 64.4% 622 18.01% 2.8
Dock Street Asset Management
2593
Dock Street Asset Management
Florida
$669M +$29M +5% 18.7% 175% 47 8.51% 5
Stewart & Patten Company
2594
Stewart & Patten Company
California
$669M +$29.6M +5% 7.48% 27.5% 99 8.08% 6.9
NRA
2595
NSI Retail Advisors
Pennsylvania
$669M +$49.6M +8% 8.31% 26.2% 50 20% 1.8
First Turn Management
2596
First Turn Management
California
$668M -$27.9M -4% 21.4% – 40 37.5% 0.2
Bridgewater Advisors
2597
Bridgewater Advisors
New York
$668M +$8.12M +1% 5.94% 61% 107 12.15% 3.5
Continuum Advisory
2598
Continuum Advisory
Idaho
$668M -$35M -5% 7.44% 77% 1,710 73.98% 0.7
Torray Investment Partners
2599
Torray Investment Partners
Maryland
$668M +$49.7M +8% 10.1% 97.2% 98 10.2% 5.2
Patton Albertson Miller Group
2600
Patton Albertson Miller Group
Tennessee
$667M +$68.1M +11% 13% 117% 207 5.31% 4.9