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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)
Ratio Wealth Group
2951
Ratio Wealth Group
Colorado
$537M +$74.8M +16% 5.68% – 81 9.88% 2
Kryger Capital
2952
Kryger Capital
United Kingdom
$536M -$92.1M -15% 11.2% 421% 20 80% 0.1
Oak Hill Capital Management
2953
Oak Hill Capital Management
New York
$536M -$68.8M -11% 5% 1.19% 1 0% 2.3
Amarillo National Bank
2954
Amarillo National Bank
Texas
$536M +$14.5M +3% 6.84% 63.5% 103 11.65% 5.6
Bayberry Capital Partners
2955
Bayberry Capital Partners
New York
$536M +$9.5M +2% 7.77% 99.7% 28 46.43% 0.8
Capital Insight Partners
2956
Capital Insight Partners
Arizona
$535M +$46.3M +9% 6.55% 51.7% 165 4.24% 3.4
Occidental Asset Management
2957
Occidental Asset Management
California
$535M +$52.8M +11% 11.2% 97.4% 231 22.51% 3.6
HBW Advisory Services
2958
HBW Advisory Services
California
$535M $0 0% 6.35% 68.6% 304 0% 1.9
Colonial Trust
2959
Colonial Trust
South Carolina
$534M +$54.3M +11% 8.32% 75.5% 1,026 10.43% 1.1
Glynn Capital Management
2960
Glynn Capital Management
California
$534M -$1.19M -0.2% 10.1% 252% 42 4.76% 6.5
Fagan Associates
2961
Fagan Associates
New York
$534M +$73.7M +16% 10.2% 127% 127 17.32% 4.7
McGlone Suttner Wealth Management
2962
McGlone Suttner Wealth Management
Wisconsin
$533M +$27.2M +5% 7.2% 61.6% 825 79.27% 1
JCP
2963
JB Capital Partners
New York
$533M +$37M +7% 13.4% 142% 77 6.49% 2.7
AMG
2964
Asset Management Group
Connecticut
$533M +$33.7M +7% 7.1% 57% 134 3.73% 7.3
Meridian Wealth Advisors
2965
Meridian Wealth Advisors
Texas
$532M +$75.7M +17% 12.7% 79.9% 180 3.89% 3.9
Front Street Capital Management
2966
Front Street Capital Management
Montana
$532M +$31.2M +6% 9.64% 316% 93 24.73% 4.7
HM
2967
HCEP Management
Hong Kong
$532M +$52.4M +11% 2.4% 182% 23 60.87% 0.7
Advantage Alpha Capital Partners
2968
Advantage Alpha Capital Partners
California
$532M +$3.37M +0.6% 6.59% 79.2% 164 9.76% 1.3
BPIH
2969
Broad Peak Investment Holdings
Singapore
$531M -$89.4M -14% 26.5% 52.2% 25 36% 0.7
Cigna Investments
2970
Cigna Investments
Connecticut
$531M +$44.9M +9% 13% 154% 471 8.28% 5.4
Premier Path Wealth Partners
2971
Premier Path Wealth Partners
New Jersey
$531M +$79.1M +17% 9.34% 98.8% 365 14.52% 0.2
Winslow Asset Management
2972
Winslow Asset Management
Ohio
$531M +$39.3M +8% 9.67% 89.9% 80 8.75% 6.8
Sentry LLC
2973
Sentry LLC
Tennessee
$531M +$60.9M +13% 13.3% 52.6% 128 7.81% 0.9
Rollins Financial Advisors
2974
Rollins Financial Advisors
New York
$531M +$52.1M +11% 9.75% – 122 22.13% 0.2
Fort Sheridan Advisors
2975
Fort Sheridan Advisors
Illinois
$531M +$29.7M +6% 9.98% 109% 216 12.04% 2.9