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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)
Sycomore Asset Management
2876
Sycomore Asset Management
France
$569M +$111M +24% 2.51% 163% 75 18.67% 2
North Point Portfolio Managers
2877
North Point Portfolio Managers
Ohio
$568M -$22.9M -4% 1.22% 72.8% 66 18.18% 5
Mitchell Capital Management
2878
Mitchell Capital Management
Kansas
$568M +$46.7M +9% 8.05% 219% 133 25.56% 3.5
Ethos Financial Group
2879
Ethos Financial Group
Pennsylvania
$568M +$39.3M +7% 2.38% 63% 338 26.33% 0.8
Freshford Capital Management
2880
Freshford Capital Management
New York
$568M -$104M -16% 0.92% 97.3% 21 38.1% 1.8
Colonial Trust
2881
Colonial Trust
South Carolina
$568M +$33.6M +6% 3.24% 75.5% 1,036 10.33% 1.3
YLHM
2882
Yelin Lapidot Holdings Management
Israel
$567M +$81.2M +17% 6.63% 144% 83 2.41% 0.7
Red Door Wealth Management
2883
Red Door Wealth Management
Tennessee
$567M +$48.4M +9% 4.49% 100% 211 14.22% 2.6
LM Advisors
2884
LM Advisors
California
$567M -$62.6M -10% 4.14% – 220 21.82% 0.4
Concord Wealth Partners
2885
Concord Wealth Partners
Virginia
$567M +$11.4M +2% 2.83% 66% 929 17.87% 1.5
Silchester International Investors
2886
Silchester International Investors
United Kingdom
$567M -$270M -32% 0.83% 53.9% 5 20% 2.1
Tarbox Family Office
2887
Tarbox Family Office
California
$567M -$2.06M -0.4% 1.28% 66.4% 107 5.61% 6.8
Proffitt & Goodson
2888
Proffitt & Goodson
Tennessee
$567M +$3.6M +0.6% 1.23% 48.5% 280 19.29% 3.9
Meridian Wealth Partners
2889
Meridian Wealth Partners
Pennsylvania
$566M +$12.3M +2% 1.66% 54.2% 111 7.21% 2.8
George Kaiser Family Foundation
2890
George Kaiser Family Foundation
Oklahoma
$566M +$38.6M +7% 8.52% 106% 20 20% 2.8
Paradice Investment Management
2891
Paradice Investment Management
Colorado
$566M -$10.9M -2% 3.24% 72.2% 43 37.21% 4.2
American Investment Services
2892
American Investment Services
Massachusetts
$565M +$471K +0.1% 1.98% 63.1% 159 4.4% 4.9
Ophir Asset Management
2893
Ophir Asset Management
Australia
$564M -$6.44M -1% 7.1% 282% 41 41.46% 0.5
Occudo Quantitative Strategies
2894
Occudo Quantitative Strategies
Florida
$564M -$8.4M -1% 0.12% 94.6% 1,063 66.79% 0.3
Nelson Capital Management
2895
Nelson Capital Management
California
$564M +$40.5M +8% 10.3% 121% 110 10.91% 5.4
Olstein Capital Management
2896
Olstein Capital Management
New York
$562M -$49.2M -8% 4.81% 16.6% 101 4.95% 5.7
Claret Asset Management
2897
Claret Asset Management
Quebec, Canada
$562M -$33.2M -6% 2.4% 73.3% 300 45.33% 2.6
Arkansas Financial Group
2898
Arkansas Financial Group
Arkansas
$562M -$6.54M -1% 0.65% 41.4% 76 9.21% 4
Legacy Financial Advisors
2899
Legacy Financial Advisors
Kentucky
$562M +$3.37M +0.6% 2.7% 86.3% 362 18.23% 2.2
Zega Financial
2900
Zega Financial
Florida
$561M +$269M +92% 6.74% – 138 44.93% 0.3