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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)
Sixth Street Partners
2951
Sixth Street Partners
Texas
$711M -$263M -27% 12.2% 5.31% 7 0% 2.6
Dean Investment Associates
2952
Dean Investment Associates
Ohio
$710M +$10.6M +2% 8.71% 63.5% 210 14.76% 4.9
Greenup Street Wealth Management
2953
Greenup Street Wealth Management
Michigan
$710M +$17.8M +3% 0.91% 69.8% 138 22.46% 1.8
LaSalle St. Investment Advisors
2954
LaSalle St. Investment Advisors
Illinois
$710M +$89M +14% 0.92% 61.9% 425 17.41% 1.3
AA Financial Advisors
2955
AA Financial Advisors
Ohio
$710M +$169M +31% 1.19% 68.8% 240 21.25% 1.3
Annandale Capital
2956
Annandale Capital
Texas
$709M -$134M -16% 1.65% 57.2% 135 16.3% 2.7
Lee Financial
2957
Lee Financial
Texas
$709M -$32.4M -4% 0.15% 75% 155 16.13% 5.5
Cypress Wealth Services
2958
Cypress Wealth Services
California
$708M -$14.3M -2% 1.43% 82.7% 419 12.41% 2.4
NG
2959
Northstar Group
New York
$707M -$26.8M -4% 2.8% 63.9% 172 8.72% 6.2
SSCM
2960
Summit Street Capital Management
New York
$707M +$71.1M +11% 22.8% 217% 31 0% 5.8
ION Fund Management
2961
ION Fund Management
$707M -$151M -18% 26.9% – 78 41.03% 0.2
Mirador Capital Partners
2962
Mirador Capital Partners
California
$706M -$23.1M -3% 1.61% 120% 221 14.93% 4.1
Graham Holdings Co Master Retirement Trust
2963
Graham Holdings Co Master Retirement Trust
Virginia
$706M -$44.1M -6% 5.82% 46% 2 0% 3.5
Summit Financial Wealth Advisors
2964
Summit Financial Wealth Advisors
Louisiana
$705M +$6.8M +1% 3.75% 71.4% 206 11.65% 4.1
J.P. Marvel Investment Advisors
2965
J.P. Marvel Investment Advisors
Massachusetts
$705M -$15M -2% 0.84% 195% 60 0% 7.7
Sava Infond
2966
Sava Infond
Slovenia
$705M -$35.9M -5% 0.35% – 239 10.88% 1
Brown Capital Management
2967
Brown Capital Management
Maryland
$704M -$515M -42% 11.8% 107% 60 15% 4.6
TRB Wealth Management
2968
TRB Wealth Management
Texas
$704M – – 0.71% – 285 – 0
SC
2969
Shellback Capital
Massachusetts
$703M -$345M -33% 0% 198% 119 62.18% 1.1
Arlington Financial Advisors
2970
Arlington Financial Advisors
California
$702M +$3.86M +0.6% 0.27% 67.6% 112 20.54% 3.5
Kora Management
2971
Kora Management
New York
$702M -$49.2M -7% 18.8% 307% 9 0% 2.3
Faithward Advisors
2972
Faithward Advisors
Pennsylvania
$701M +$18.8M +3% 3.51% 119% 343 28.57% 2.2
Academy Capital Management
2973
Academy Capital Management
Texas
$699M -$53.1M -7% 8.51% 85% 44 22.73% 4.5
IFC Advisors
2974
IFC Advisors
California
$699M +$14.2M +2% 3.34% – 184 19.02% 1.1
Silverback Asset Management
2975
Silverback Asset Management
North Carolina
$699M +$15M +2% 1.13% 92.1% 61 24.59% 0.5