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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)
Orrstown Financial Services
3276
Orrstown Financial Services
Pennsylvania
$600M +$15.4M +3% 2.49% 73.7% 130 11.54% 3.9
Anatole Investment Management
3277
Anatole Investment Management
Hong Kong
$600M -$356M -37% 23.8% 3,486% 18 44.44% 0.3
MA Private Wealth
3278
MA Private Wealth
California
$599M +$4.75M +0.8% 1.91% 57.5% 85 8.24% 3
AdvisorShares Investments
3279
AdvisorShares Investments
Maryland
$599M -$12.9M -2% 2.57% 110% 369 41.73% 1.3
TBH Global Asset Management
3280
TBH Global Asset Management
Tennessee
$599M +$86.9M +17% 3.69% 83.3% 292 34.25% 2.4
Agave Capital Management
3281
Agave Capital Management
$599M – – 2.91% – 23 – 0
Stanley Capital Management
3282
Stanley Capital Management
Texas
$598M -$9.6M -2% 4.84% 158% 40 2.5% 4.1
ThornTree Capital Partners
3283
ThornTree Capital Partners
Massachusetts
$598M -$55.5M -8% 3.36% 217% 19 26.32% 2
VHMC
3284
Value Holdings Management Company
New York
$598M -$26.1M -4% 1.96% 125% 33 15.15% 7.8
San Luis Wealth Advisors
3285
San Luis Wealth Advisors
California
$597M +$42.4M +8% 1.86% 65% 190 10% 1.4
Perennial Advisors
3286
Perennial Advisors
New York
$596M +$19M +3% 3.46% – 132 6.82% 4.1
Fortis Group Advisors
3287
Fortis Group Advisors
New Jersey
$596M +$15.5M +3% 3.66% 102% 604 15.73% 2
Ritter Daniher Financial Advisory
3288
Ritter Daniher Financial Advisory
Ohio
$596M +$28.2M +5% 2.15% 56.7% 637 34.38% 1.8
RI
3289
RPTC Inc
Wyoming
$596M +$23M +4% 3.7% 66.4% 7 0% 6
Armbruster Capital Management
3290
Armbruster Capital Management
New York
$596M +$7.93M +1% 1.65% 66.7% 133 2.26% 5.5
Clayton Dubilier & Rice
3291
Clayton Dubilier & Rice
New York
$595M -$81.7M -12% 20.3% 176% 2 0% 2.5
Adventist Health System West
3292
Adventist Health System West
California
$595M -$18.9M -3% 2.01% 60.2% 9 22.22% 1.9
Carrera Capital Advisors
3293
Carrera Capital Advisors
Michigan
$595M +$37.4M +7% 2.78% – 180 21.11% 0.9
CVC Management Holdings II
3294
CVC Management Holdings II
Jersey
$595M -$223M -27% 17.6% – 4 25% 1.3
Providence Capital Advisors
3295
Providence Capital Advisors
North Carolina
$594M +$17M +3% 0.92% 47.4% 239 18.83% 3
Bricktown Capital
3296
Bricktown Capital
Michigan
$594M -$13M -2% 1.21% 46.2% 26 7.69% 2
Greenhaven Road Investment Management
3297
Greenhaven Road Investment Management
Connecticut
$594M -$83.7M -12% 2.23% 70.2% 18 16.67% 2.4
Jacobson & Schmitt Advisors
3298
Jacobson & Schmitt Advisors
Wisconsin
$594M +$11.1M +2% 1.37% 70.3% 87 18.39% 3
Laurel Oak Wealth Management
3299
Laurel Oak Wealth Management
New Jersey
$594M – – 3.49% – 361 – 0
TCP Asset Management
3300
TCP Asset Management
Ohio
$594M +$33M +6% 2.08% 65% 120 13.33% 1.8