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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)
Buckhead Capital Management
2801
Buckhead Capital Management
Georgia
$327M +$59.7M +22% 14.8% 67.6% 110 33.64% 3.8
Lenox Wealth Management
2802
Lenox Wealth Management
Ohio
$327M +$36.5M +13% 8.91% 24.7% 869 20.14% 2.1
TM
2803
Tikvah Management
North Carolina
$327M +$74.4M +29% 24.7% 169% 19 10.53% 3.9
Longfellow Investment Management
2804
Longfellow Investment Management
Massachusetts
$327M +$34.9M +12% 14.9% 45.9% 153 36.6% 0.6
CAS
2805
Cascadia Advisory Services
Oregon
$327M – – 14.5% – 169 – 0.3
Minot Capital
2806
Minot Capital
Colorado
$327M +$74.9M +30% 20.8% 19.6% 14 21.43% 0.8
Opus Capital Group
2807
Opus Capital Group
Ohio
$327M +$44M +16% 13.6% 53.7% 120 17.5% 3.3
Stratos Wealth Advisors
2808
Stratos Wealth Advisors
Ohio
$326M +$185M +131% 17.6% 65.7% 384 55.21% 0.7
CIA
2809
Covington Investment Advisors
Pennsylvania
$326M +$62.7M +24% 18.6% 100% 86 5.81% 4.6
Foundation Resource Management
2810
Foundation Resource Management
Arkansas
$325M +$45.1M +16% 25% 84.5% 54 5.56% 5.6
Marcum Wealth
2811
Marcum Wealth
Ohio
$325M +$66.8M +26% 18.3% 20% 124 26.61% 0.4
Essex Financial Services
2812
Essex Financial Services
Connecticut
$324M +$43.8M +16% 20.5% 87.7% 268 18.28% 4.2
Technology Crossover Management IX
2813
Technology Crossover Management IX
California
$324M +$126M +63% 71% 13% 4 0% 1.6
GA
2814
GFS Advisors
Texas
$324M +$3.97M +1% 17.7% 97.9% 130 16.15% 4.2
Paradigm Asset Management
2815
Paradigm Asset Management
New York
$324M +$65.5M +25% 13.4% 73.8% 430 30.93% 2.2
Diana Davis Spencer Foundation
2816
Diana Davis Spencer Foundation
Maryland
$324M +$14.5M +5% 4.74% 13.4% 3 0% 5.5
Vestar Capital Partners
2817
Vestar Capital Partners
New York
$324M +$46.9M +17% 16.9% – 1 0% 3.8
Sandbar Asset Management
2818
Sandbar Asset Management
United Kingdom
$324M +$177M +120% 23.7% 128% 53 62.26% 0.4
TF
2819
TimeScale Financial
Massachusetts
$323M +$2.07M +0.6% 17.3% 31.3% 497 9.66% 1
Compass Group
2820
Compass Group
New York
$323M +$97.1M +43% 56.8% 64.6% 17 17.65% 1.3
RR Advisors
2821
RR Advisors
Texas
$323M +$92.1M +40% 60.3% 115% 26 50% 2.2
Ally Invest Advisors
2822
Ally Invest Advisors
North Carolina
$323M +$56.9M +21% 13.5% 41.1% 17 5.88% 1.1
Old Dominion Capital Management
2823
Old Dominion Capital Management
Virginia
$323M +$80.4M +33% 14.8% 45.9% 152 19.08% 2.1
Probity Advisors
2824
Probity Advisors
Texas
$323M +$50.6M +19% 15.6% 61.7% 174 10.34% 2.8
Gryphon Financial Partners
2825
Gryphon Financial Partners
Ohio
$323M +$51.1M +19% 20.9% 93.7% 159 23.9% 1.7