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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)
Cat Rock Capital Management
2876
Cat Rock Capital Management
Connecticut
$269M +$61.8M +30% 11.4% 66.7% 9 55.56% 0.6
ARS Wealth Advisors
2877
ARS Wealth Advisors
Florida
$268M -$1.04M -0.4% 1.25% 62.5% 125 12% 2.4
Hunter Associates Investment Management
2878
Hunter Associates Investment Management
Pennsylvania
$268M -$3.65M -1% 0.94% 81.7% 165 3.03% 3.5
ECM
2879
Endurant Capital Management
California
$268M -$59.5M -18% 2.06% 18.4% 92 43.48% 1.2
Heritage Trust
2880
Heritage Trust
Oklahoma
$268M -$10.8M -4% 1.17% – 418 11.48% 0.8
GuardCap Asset Management
2881
GuardCap Asset Management
United Kingdom
$268M +$28.3M +12% 6.15% 21.9% 22 0% 0.3
Lafayette Investments
2882
Lafayette Investments
Maryland
$268M -$12M -4% 1.73% 77.9% 78 6.41% 3.6
D'Orazio & Associates
2883
D'Orazio & Associates
Virginia
$267M -$17.2M -6% 0.27% 61.2% 369 31.44% 2.2
Divergent Wealth Advisors
2884
Divergent Wealth Advisors
Utah
$267M +$30.9M +13% 1.15% 14.7% 187 90.37% 0
Harvey Capital Management
2885
Harvey Capital Management
Florida
$267M -$8.8M -3% 0.81% 147% 90 22.22% 2.7
TI
2886
Telemetry Investments
New York
$267M +$4.82M +2% 4.03% 77.4% 198 62.12% 0.5
PH
2887
Pinnacle Holdings
Oklahoma
$267M -$8.22M -3% 4.2% 79.6% 222 11.71% 2.9
Brian C. Broderick
2888
Brian C. Broderick
$267M -$7.27M -3% 0.5% 98.6% 92 6.52% 3.4
Beaconlight Capital
2889
Beaconlight Capital
New York
$267M -$5.75M -2% 3.22% 282% 25 40% 0.7
BDO Wealth Advisors
2890
BDO Wealth Advisors
Florida
$266M +$43.7M +20% 0.15% 38.3% 640 33.44% 0.5
Dock Street Asset Management
2891
Dock Street Asset Management
Florida
$266M +$7.93M +3% 7.34% 175% 57 19.3% 2.3
Kestrel Investment Management
2892
Kestrel Investment Management
California
$265M -$21.9M -8% 1.79% 89.2% 46 15.22% 1.2
AMCA
2893
Arthur M. Cohen & Associates
Illinois
$265M -$100M -27% 0.37% 129% 129 21.71% 2.1
Lagoda Investment Management
2894
Lagoda Investment Management
New York
$265M +$2.4M +0.9% 0.51% 250% 43 13.95% 2.2
Hill Path Capital
2895
Hill Path Capital
New York
$265M +$70.1M +36% 2.06% 5.23% 3 33.33% 0.8
GJCM
2896
Grand Jean Capital Management
California
$264M -$33.9M -11% 1.21% 61.4% 48 16.67% 2.7
Verus Financial Partners
2897
Verus Financial Partners
Virginia
$264M -$9.9M -4% 1.9% 41.6% 54 11.11% 3.5
TD Ameritrade Trust
2898
TD Ameritrade Trust
Colorado
$264M -$4.58M -2% 0.58% 21.7% 24 16.67% 2.3
Barry Investment Advisors
2899
Barry Investment Advisors
Massachusetts
$264M -$5.53M -2% 2.06% 66.7% 75 13.33% 2.2
TrustCore Financial Services
2900
TrustCore Financial Services
Tennessee
$264M +$7.84M +3% 0.03% 28.3% 746 10.86% 0.2