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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)
JT Stratford LLC
2926
JT Stratford LLC
Georgia
$608M +$23.5M +4% 4.54% 103% 331 26.89% 2.5
Chatham Capital Group
2927
Chatham Capital Group
Georgia
$608M -$3.69M -0.6% 0.37% 97% 204 7.84% 5.6
Enclave Advisors
2928
Enclave Advisors
Texas
$608M +$17.7M +3% 1.72% – 130 13.85% 0.2
Octagon Capital Advisors
2929
Octagon Capital Advisors
New York
$608M -$35.2M -5% 16.1% 2,969% 49 46.94% 1
Acorn Financial Advisory Services
2930
Acorn Financial Advisory Services
Virginia
$607M +$41.9M +7% 5.52% 108% 221 13.57% 3.2
12th Street Asset Management Company
2931
12th Street Asset Management Company
Tennessee
$607M +$13.6M +2% 2.44% 106% 33 15.15% 3.1
Tarbox Family Office
2932
Tarbox Family Office
California
$606M -$3.91M -0.6% 0.98% 66.4% 109 1.83% 7
Meridian Wealth Advisors
2933
Meridian Wealth Advisors
Texas
$606M +$8.27M +1% 0.75% 79.9% 181 6.08% 4.3
J.P. Marvel Investment Advisors
2934
J.P. Marvel Investment Advisors
Massachusetts
$606M -$7.07M -1% 3.28% 195% 76 11.84% 6.6
Kiltearn Partners
2935
Kiltearn Partners
United Kingdom
$605M -$130M -18% 8.14% 41% 34 11.76% 2.8
Legacy Financial Advisors
2936
Legacy Financial Advisors
Kentucky
$605M +$9.5M +2% 1.27% 86.3% 376 13.03% 2.5
Nelson Capital Management
2937
Nelson Capital Management
California
$605M +$10.7M +2% 2.32% 121% 117 13.68% 5.4
Portside Wealth Group
2938
Portside Wealth Group
Utah
$605M +$19.1M +3% 2.43% 90.1% 447 18.57% 1
Avenir Tech
2939
Avenir Tech
Hong Kong
$604M +$581M +2,605% 46.8% – 6 0% 0.5
Redwood Capital Management
2940
Redwood Capital Management
New York
$603M -$53.4M -8% 0.38% 313% 15 26.67% 2.8
Buffington Mohr McNeal
2941
Buffington Mohr McNeal
Idaho
$603M -$4.94M -0.8% 0.6% 29.3% 139 10.79% 5
Glen Eagle Advisors
2942
Glen Eagle Advisors
New Jersey
$603M +$10.3M +2% 0.4% 68.5% 1,172 6.74% 4.4
Cadinha & Co
2943
Cadinha & Co
Hawaii
$603M +$17.9M +3% 5.56% 132% 106 11.32% 6.2
Proffitt & Goodson
2944
Proffitt & Goodson
Tennessee
$603M -$7.24M -1% 1.8% 48.5% 322 25.78% 4.6
Wahed Invest
2945
Wahed Invest
New York
$602M +$39.6M +7% 3.29% 140% 229 6.99% 2.2
Advisory Research
2946
Advisory Research
Illinois
$602M +$38.8M +7% 3.49% 144% 165 13.33% 3.4
Eagle Rock Investment Company
2947
Eagle Rock Investment Company
Georgia
$602M +$4.85M +0.8% 2.91% 121% 159 7.55% 2.1
Financial Advisors Network
2948
Financial Advisors Network
California
$601M – – 0.44% – 188 – 3.1
TRB Advisors
2949
TRB Advisors
New York
$601M +$57.6M +11% 4.04% 76.1% 8 37.5% 3.5
Liberty Wealth Management
2950
Liberty Wealth Management
California
$600M +$11.4M +2% 0.28% 64.2% 247 14.17% 2.4