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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)
Castellan Group
2726
Castellan Group
Kentucky
$912M +$186M +26% 27.5% 184% 47 36.17% 1.5
JT Stratford LLC
2727
JT Stratford LLC
Georgia
$912M +$126M +16% 18.9% 103% 345 20.87% 3
Nelson Capital Management
2728
Nelson Capital Management
California
$912M +$92.4M +11% 13.6% 121% 123 14.63% 5.7
Permian Investment Partners
2729
Permian Investment Partners
Texas
$911M +$6.62M +0.7% 8.93% 78.6% 15 26.67% 1.5
Pacific Life Fund Advisors
2730
Pacific Life Fund Advisors
California
$910M +$39.1M +4% 11.3% 47.6% 35 62.86% 1
FORM Wealth Advisors
2731
FORM Wealth Advisors
Wisconsin
$909M +$55.7M +7% 12.6% – 62 8.06% 1.1
Tennessee Valley Asset Management Partners
2732
Tennessee Valley Asset Management Partners
Tennessee
$907M +$149M +20% 16.9% 65.7% 220 18.64% 1.6
Greatmark Investment Partners
2733
Greatmark Investment Partners
Georgia
$906M +$52.9M +6% 7.35% 72.5% 154 6.49% 6.3
Oak Root LLC
2734
Oak Root LLC
California
$906M +$86.2M +11% 14.3% 75.4% 10 0% 2.5
Manchester Global Management
2735
Manchester Global Management
United Kingdom
$906M +$157M +21% 28.3% 156% 24 8.33% 1.6
One Wealth Advisors
2736
One Wealth Advisors
California
$906M +$103M +13% 13.9% 66% 351 20.51% 2.1
SeaCrest Wealth Management
2737
SeaCrest Wealth Management
New York
$903M -$31.6M -3% 24% 153% 683 26.5% 4.8
Ranmore Fund Management
2738
Ranmore Fund Management
United Kingdom
$903M +$146M +19% 4.47% – 29 51.72% 0.4
Light Street Capital Management
2739
Light Street Capital Management
California
$903M +$369M +69% 77.1% 377% 32 37.5% 1.3
Bay Colony Advisors
2740
Bay Colony Advisors
Massachusetts
$903M +$84.5M +10% 19% 91.8% 560 24.64% 3.2
TFC Financial Management
2741
TFC Financial Management
Massachusetts
$902M +$90.6M +11% 12.2% 66.9% 1,094 14.26% 2.9
Parkside Investments
2742
Parkside Investments
Illinois
$902M +$79.1M +10% 14.6% 70.4% 101 12.87% 4.4
Soundwatch Capital
2743
Soundwatch Capital
Connecticut
$901M +$108M +14% 15.2% 68.6% 53 11.32% 1.6
Strid Group
2744
Strid Group
Pennsylvania
$901M +$93.9M +12% 10.9% 55.2% 94 10.64% 2.9
Nellore Capital Management
2745
Nellore Capital Management
California
$901M +$118M +15% 11.1% 73.8% 11 9.09% 4.4
MayTech Global Investments
2746
MayTech Global Investments
New York
$900M +$80.4M +10% 21.1% 158% 25 20% 5
Wealth Enhancement Trust Services
2747
Wealth Enhancement Trust Services
South Dakota
$900M +$73.6M +9% 14.8% – 1,560 51.99% 0.2
Blueprint Financial Advisors
2748
Blueprint Financial Advisors
North Carolina
$900M +$225M +33% 18.2% – 136 30.15% 0.6
North Peak Capital Management
2749
North Peak Capital Management
New York
$900M +$299M +50% 232% 301% 9 33.33% 1.7
Valley National Advisers
2750
Valley National Advisers
Pennsylvania
$900M +$127M +16% 18.8% 87.2% 1,084 22.42% 4.5