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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)
Cooper Investors
2651
Cooper Investors
Australia
$658M -$1.08B -62% 1.17% 57.5% 50 26% 1.8
Ardmore Road Asset Management
2652
Ardmore Road Asset Management
New York
$658M +$90.3M +16% 6.94% 245% 54 53.7% 0.3
AWM Capital
2653
AWM Capital
Arizona
$658M +$58.2M +10% 0.51% 51.1% 90 10% 1.7
Greenline Partners
2654
Greenline Partners
New York
$657M +$29.7M +5% 1.1% 69.6% 136 13.24% 3.3
Biglari Capital Corp
2655
Biglari Capital Corp
Texas
$657M -$89.3M -12% 7.8% 72.7% 12 0% 5
Albar Capital
2656
Albar Capital
United Kingdom
$656M +$67.7M +11% 9.84% 163% 46 63.04% 0.3
WealthShield Partners
2657
WealthShield Partners
North Carolina
$656M +$38M +6% 2.6% 71% 495 9.9% 2.3
John G. Ullman & Associates
2658
John G. Ullman & Associates
New York
$655M +$3.66M +0.6% 0.73% 156% 187 11.23% 4.2
Great Waters Wealth Management
2659
Great Waters Wealth Management
Minnesota
$655M +$42.5M +7% 0.79% 49% 108 12.04% 1.2
TSG Consumer Partners
2660
TSG Consumer Partners
California
$655M -$929M -59% 7.51% 70.1% 2 0% 2.5
Financial Planning & Information Services
2661
Financial Planning & Information Services
Wisconsin
$655M -$10.9M -2% 0.24% 13% 90 12.22% 5.3
Institutional & Family Asset Management
2662
Institutional & Family Asset Management
Colorado
$654M +$27M +4% 0.68% 19% 794 13.1% 4
Wallington Asset Management
2663
Wallington Asset Management
Indiana
$654M +$15.7M +2% 0.85% 108% 90 10% 4.9
Redhawk Wealth Advisors
2664
Redhawk Wealth Advisors
Minnesota
$654M +$39.8M +6% 3.87% 116% 345 24.64% 1.4
Parker Investment Management
2665
Parker Investment Management
California
$654M +$10.8M +2% 13.7% 208% 32 3.13% 3.5
St Louis Trust
2666
St Louis Trust
Missouri
$654M +$14M +2% 0.89% 71.4% 126 3.97% 4.1
Inspirion Wealth Advisors
2667
Inspirion Wealth Advisors
Illinois
$654M +$48.6M +8% 0.06% 52.5% 155 5.81% 4.1
Jackson Thornton Wealth Management
2668
Jackson Thornton Wealth Management
Alabama
$653M +$63.5M +11% 1.27% 64.4% 58 12.07% 1.4
Discerene Group
2669
Discerene Group
Connecticut
$652M -$37.5M -5% 4.24% 48.6% 11 0% 3
Waycross Partners
2670
Waycross Partners
Kentucky
$652M +$70.4M +12% 3.6% 87.7% 77 18.18% 2.4
D'Orazio & Associates
2671
D'Orazio & Associates
Virginia
$652M +$31.3M +5% 2.17% 61.2% 226 12.83% 3.1
Personal CFO Solutions
2672
Personal CFO Solutions
New Jersey
$651M +$9.9M +2% 1.9% 91.4% 604 22.52% 2.1
Pinkerton Retirement Specialists
2673
Pinkerton Retirement Specialists
Idaho
$651M +$28.6M +5% 2.54% 82.9% 153 34.64% 2.8
Redwood Capital Management
2674
Redwood Capital Management
New York
$650M -$59.1M -8% 6.03% 313% 21 23.81% 3
9258 Wealth Management
2675
9258 Wealth Management
Ohio
$650M +$7.69M +1% 5.14% 49.6% 356 6.46% 3.4