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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)
Parthenon LLC
2576
Parthenon LLC
Kentucky
$875M -$52M -6% 1.52% 93.3% 131 3.05% 8.7
PAI
2577
Power Alpha Investment
British Virgin Islands
$874M -$98.6M -10% 4.56% – 5 0% 0.3
Archford Capital Strategies
2578
Archford Capital Strategies
Illinois
$873M +$15.4M +2% 0.66% 87.4% 378 21.43% 4
Novem Group
2579
Novem Group
New York
$873M +$3.43M +0.4% 0.67% – 477 20.13% 0.9
JWBC
2580
J.W. Burns & Co
New York
$873M -$30.5M -3% 2.09% 95.4% 190 7.37% 7.9
Genus Capital Management
2581
Genus Capital Management
British Columbia, Canada
$873M +$14.1M +2% 9.68% – 237 37.97% 0.6
SA
2582
SoftVest Advisors
Texas
$872M +$417M +92% 56.9% 178% 5 40% 2.8
Private Capital Advisors
2583
Private Capital Advisors
Connecticut
$872M -$107M -11% 6.13% 132% 84 22.62% 5.8
F1I
2584
Fund 1 Investments
Puerto Rico
$872M +$54.4M +7% 7.07% 128% 91 69.23% 0.6
Boulay Financial Advisors
2585
Boulay Financial Advisors
Minnesota
$871M +$20.8M +2% 0.65% – 6 33.33% 0.6
Twin Focus Capital Partners
2586
Twin Focus Capital Partners
Massachusetts
$871M +$3.22M +0.4% 2.96% 92.5% 199 22.61% 4.3
WCM
2587
Wallace Capital Management
Texas
$871M +$40.4M +5% 2.28% 62.3% 78 7.69% 5.6
River Wealth Advisors
2588
River Wealth Advisors
Pennsylvania
$871M -$21M -2% 1.76% 80.3% 214 7.01% 6.5
Pacific Life Fund Advisors
2589
Pacific Life Fund Advisors
California
$871M -$100M -10% 0.5% 47.6% 21 4.76% 1.8
Philip James Wealth Mangement
2590
Philip James Wealth Mangement
Georgia
$870M +$6.5M +0.8% 13.7% 76% 175 13.14% 1.4
Cabot Wealth Management
2591
Cabot Wealth Management
Massachusetts
$869M -$35.1M -4% 3.07% 69.3% 145 8.97% 5.9
Hanson & Doremus Investment Management
2592
Hanson & Doremus Investment Management
Vermont
$869M +$37.3M +4% 1.23% 86.3% 560 18.21% 5.9
HHM Wealth Advisors
2593
HHM Wealth Advisors
Tennessee
$869M +$19.3M +2% 0.6% 62.3% 928 14.01% 3.2
IDG China Capital Fund III Associates
2594
IDG China Capital Fund III Associates
China
$868M +$67.2M +8% 19.9% – 2 0% 1
Blue Grotto Capital
2595
Blue Grotto Capital
Georgia
$868M -$105M -11% 4.07% 296% 32 59.38% 0.7
L. Roy Papp & Associates
2596
L. Roy Papp & Associates
Arizona
$867M -$37.1M -4% 1.53% 80.1% 191 6.81% 7.5
Northcape Capital
2597
Northcape Capital
Australia
$867M -$264K -0% 2.51% – 8 0% 8.9
HP
2598
Havemeyer Place
Connecticut
$867M +$359M +71% 2.19% – 728 62.36% 0.1
RMG Wealth Management
2599
RMG Wealth Management
Wisconsin
$866M +$94.2M +12% 1.84% – 727 57.91% 0.3
EAM Investors
2600
EAM Investors
California
$866M -$31.6M -4% 39.5% 6,012% 394 62.69% 0.3