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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
2601
Great Lakes Retirement
Ohio
$531M +$140M +36% 6.37% 118% 224 41.52% 1.2
Private Capital Advisors
2602
Private Capital Advisors
Connecticut
$531M -$52.5M -9% 2.84% 132% 102 28.43% 4.5
Cary Street Partners Asset Management
2603
Cary Street Partners Asset Management
Virginia
$529M +$35.7M +7% 4.25% 25.3% 454 15.42% 1
Cyrus Capital Partners
2604
Cyrus Capital Partners
New York
$528M +$41.9M +9% 2.87% 163% 10 30% 3.3
Chanos & Company
2605
Chanos & Company
New York
$528M -$105M -17% 1.41% – 93 55.91% 0.2
Makena Capital Management
2606
Makena Capital Management
California
$527M -$4.87M -0.9% 7.68% 78.7% 46 17.39% 1.4
T
2607
TCWP
Ohio
$527M +$34.6M +7% 5.48% – 296 30.07% 0.9
Clear Creek Financial Management
2608
Clear Creek Financial Management
Washington
$527M +$71.5M +16% 5.92% 86.1% 333 19.82% 1.3
IMOV
2609
Investment Management of Virginia
Virginia
$526M +$16.3M +3% 4.49% 93.4% 187 8.02% 5.2
RMR Wealth Builders
2610
RMR Wealth Builders
New Jersey
$526M +$84.8M +19% 8.47% 91.7% 219 15.53% 1.5
Kistler-Tiffany Companies
2611
Kistler-Tiffany Companies
Pennsylvania
$526M +$39.4M +8% 7.37% 52% 835 8.14% 4.6
Tortoise Index Solutions
2612
Tortoise Index Solutions
Kansas
$524M -$48.1M -8% 0.39% 52.2% 67 4.48% 5
MIC Capital Management (UK)
2613
MIC Capital Management (UK)
United Kingdom
$524M +$17.7M +3% 7.22% 67.2% 25 4% 1
Greenline Partners
2614
Greenline Partners
New York
$524M +$17.3M +3% 4.62% 69.6% 133 11.28% 2.7
TIM
2615
Total Investment Management
Arizona
$524M +$113M +28% 6.23% 44.4% 67 17.91% 2.5
Institute for Wealth Management
2616
Institute for Wealth Management
Colorado
$524M +$47.9M +10% 13.9% 137% 474 10.97% 3.3
GA
2617
GRS Advisors
Illinois
$523M +$105M +25% 2.1% 54.3% 41 51.22% 0.7
IQ EQ Fund Management
2618
IQ EQ Fund Management
Ireland
$521M +$33.8M +7% 8.46% 109% 254 13.78% 2.7
Dudley & Shanley
2619
Dudley & Shanley
Florida
$521M +$77.4M +17% 9.27% 67.9% 38 18.42% 2.8
Gabelli & Co Investment Advisers
2620
Gabelli & Co Investment Advisers
New York
$521M +$51.6M +11% 16% 248% 342 43.27% 1.3
One Day In July LLC
2621
One Day In July LLC
Vermont
$521M +$35.8M +7% 4.71% 48.2% 97 16.49% 2.3
Heck Capital Advisors
2622
Heck Capital Advisors
Wisconsin
$521M +$4.95M +1% 3.28% 67% 157 18.47% 2.8
GWI
2623
Grace & White Inc
New York
$521M +$15.6M +3% 8.07% 59.6% 142 9.15% 6.1
Rodgers Brothers
2624
Rodgers Brothers
Pennsylvania
$521M +$23.2M +5% 1.43% 108% 215 12.09% 5.5
Sectoral Asset Management
2625
Sectoral Asset Management
Quebec, Canada
$520M +$3.52M +0.7% 0.45% 168% 129 15.5% 1.8