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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)
Fairview Capital Investment Management
1701
Fairview Capital Investment Management
California
$1.9B +$53.8M +3% 8.28% 61.7% 209 11% 5.3
Moody Lynn & Lieberson
1702
Moody Lynn & Lieberson
Massachusetts
$1.9B +$114M +6% 13% 142% 283 18.37% 5.4
Turtle Creek Wealth Advisors
1703
Turtle Creek Wealth Advisors
Texas
$1.89B +$570M +43% 18% 112% 561 22.82% 0.8
Kathmere Capital Management
1704
Kathmere Capital Management
Pennsylvania
$1.89B +$266M +16% 14.4% 68.3% 717 18.83% 1.9
Patten & Patten
1705
Patten & Patten
Tennessee
$1.89B +$233M +14% 14.7% 85.7% 357 7.28% 6.8
Next Century Growth Investors
1706
Next Century Growth Investors
Minnesota
$1.89B +$506M +37% 57.4% 447% 130 26.92% 2
Jaffetilchin Investment Partners
1707
Jaffetilchin Investment Partners
Florida
$1.89B +$205M +12% 14.7% 88.1% 528 20.08% 3.4
CAS Investment Partners
1708
CAS Investment Partners
Connecticut
$1.88B +$135M +8% 9.75% 527% 7 42.86% 3.5
Occudo Quantitative Strategies
1709
Occudo Quantitative Strategies
Florida
$1.88B +$43.8M +2% 24.4% 94.6% 1,012 54.25% 0.4
Fragasso Financial Advisors
1710
Fragasso Financial Advisors
Pennsylvania
$1.88B +$222M +13% 14.3% 73.7% 370 15.41% 3.6
Koshinski Asset Management
1711
Koshinski Asset Management
Illinois
$1.88B +$275M +17% 16.7% 82.9% 803 13.95% 3.2
Oasis Management Company
1712
Oasis Management Company
Cayman Islands
$1.88B +$160M +9% 32.3% 368% 123 25.2% 1.2
Atwood & Palmer
1713
Atwood & Palmer
Missouri
$1.87B +$103M +6% 10.2% 90% 556 15.47% 5.4
Proem Advisors
1714
Proem Advisors
Texas
$1.87B +$195M +12% 76% – 67 62.69% 0.6
Robinhood Asset Management
1715
Robinhood Asset Management
California
$1.87B +$490M +36% 16.1% – 105 43.81% 0.3
Texas Capital Bank Wealth Management Services
1716
Texas Capital Bank Wealth Management Services
Texas
$1.87B +$183M +11% 15.7% 81.9% 378 16.14% 2.1
Keystone Investors
1717
Keystone Investors
Singapore
$1.87B – – 61.2% – 84 – 0.4
B. Riley Wealth Advisors
1718
B. Riley Wealth Advisors
Florida
$1.87B +$289M +18% 21.3% 118% 1,023 22.87% 4.9
LMCG Investments
1719
LMCG Investments
Massachusetts
$1.87B +$187M +11% 22% 135% 230 6.52% 7.3
Bar Harbor Wealth Management
1720
Bar Harbor Wealth Management
New Hampshire
$1.86B +$153M +9% 15.2% 85% 281 9.96% 7.2
Invictus Private Wealth
1721
Invictus Private Wealth
Colorado
$1.86B +$240M +15% 17% 84.2% 95 20% 2.5
SC
1722
SRB Corp
Massachusetts
$1.86B +$231M +14% 29.4% 87.3% 23 0% 4.8
Johnson Financial Group LLC (Colorado)
1723
Johnson Financial Group LLC (Colorado)
Colorado
$1.86B +$355M +24% 14.8% 58.7% 289 39.45% 0.9
Pertento Partners
1724
Pertento Partners
United Kingdom
$1.86B +$488M +36% 30.5% 196% 20 20% 1.1
Private Advisory Group
1725
Private Advisory Group
Washington
$1.85B +$329M +22% 31.9% 177% 345 34.49% 1.5