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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)
Brooklyn Investment Group
2801
Brooklyn Investment Group
New York
$740M -$21.3M -3% 7.3% – 3,306 80.1% 1.1
Strategic Planning Group
2802
Strategic Planning Group
Utah
$740M +$124M +20% 12.3% 162% 87 27.59% 1.3
O'Brien Wealth Partners
2803
O'Brien Wealth Partners
Massachusetts
$738M +$101M +16% 6.22% 56.7% 103 21.36% 2.8
HG Vora Capital Management
2804
HG Vora Capital Management
New York
$738M -$170M -19% 0.52% 42.6% 17 23.53% 1.6
Manchester Capital Management
2805
Manchester Capital Management
Vermont
$738M -$23.3M -3% 10.1% 86.7% 1,353 16.04% 3.9
Roble Belko & Company
2806
Roble Belko & Company
Pennsylvania
$738M +$50.3M +7% 6.41% 53.3% 498 13.45% 4.3
Torray Investment Partners
2807
Torray Investment Partners
Maryland
$737M +$48.2M +7% 8.24% 82.4% 109 18.35% 4.8
First National Advisers
2808
First National Advisers
Nebraska
$737M +$54M +8% 8.44% 87.9% 232 6.47% 1.9
Tennessee Valley Asset Management Partners
2809
Tennessee Valley Asset Management Partners
Tennessee
$737M +$343M +87% 7.44% 65.7% 185 56.22% 1.1
Graham Holdings Co Master Retirement Trust
2810
Graham Holdings Co Master Retirement Trust
Virginia
$736M +$16.1M +2% 2.31% 46% 2 0% 3
Cadinha & Co
2811
Cadinha & Co
Hawaii
$736M +$133M +22% 7.55% 132% 106 9.43% 6.4
United Capital Management of KS
2812
United Capital Management of KS
Kansas
$735M +$97.1M +15% 16.4% 272% 129 25.58% 2.4
Versant Capital Management
2813
Versant Capital Management
Arizona
$735M +$76.2M +12% 10.2% 97.3% 2,736 7.53% 4.1
Benchstone Capital Management
2814
Benchstone Capital Management
New York
$733M -$400M -35% 7.51% – 43 55.81% 0.4
Wahed Invest
2815
Wahed Invest
New York
$732M +$75.3M +11% 13.6% 140% 238 14.71% 2.6
Intellus Advisors
2816
Intellus Advisors
Florida
$731M +$60.5M +9% 10.4% – 145 14.48% 0.6
CRA Financial Services
2817
CRA Financial Services
New Jersey
$731M +$76.8M +12% 8.41% 91.9% 298 8.05% 3.5
SJS Investment Consulting
2818
SJS Investment Consulting
Ohio
$731M +$100M +16% 6.51% 69.4% 1,705 13.37% 2.6
Power Corp of Canada
2819
Power Corp of Canada
Canada
$730M -$22.7M -3% 3.02% 14.4% 1 0% 1.8
Aperture Investors
2820
Aperture Investors
New York
$730M -$36.5M -5% 9.56% 211% 101 37.62% 1.4
Buck Wealth Strategies
2821
Buck Wealth Strategies
Colorado
$730M +$73.2M +11% 4.99% 48.4% 178 17.98% 0.8
Canyon Capital Advisors
2822
Canyon Capital Advisors
Texas
$729M +$6.36M +0.9% 16.1% 78% 16 12.5% 2.4
High Probability Advisors
2823
High Probability Advisors
New York
$729M +$60.6M +9% 5.28% 52.6% 65 7.69% 3
SSCM
2824
Summit Street Capital Management
New York
$729M +$123M +20% 21.9% 217% 32 12.5% 5.5
Capital Planning Advisors
2825
Capital Planning Advisors
California
$728M +$46.3M +7% 7.61% 64.2% 154 18.18% 4.4