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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 Time
Held (Qtrs)
MLL
1701
Moody Lynn & Lieberson
Massachusetts
$1.9B +$114M +6% 13% 128% 283 18.37% 21.4
TCWA
1702
Turtle Creek Wealth Advisors
Texas
$1.89B +$570M +43% 18% – 561 22.82% 3.3
KCM
1703
Kathmere Capital Management
Pennsylvania
$1.89B +$266M +16% 14.4% 62.3% 717 18.83% 7.7
PP
1704
Patten & Patten
Tennessee
$1.89B +$233M +14% 14.7% 74.1% 357 7.28% 27.1
NCGI
1705
Next Century Growth Investors
Minnesota
$1.89B +$506M +37% 57.4% 447% 130 26.92% 7.9
CIP
1706
CAS Investment Partners
Connecticut
$1.88B +$135M +8% 9.75% 527% 7 42.86% 13.8
OQS
1707
Occudo Quantitative Strategies
Florida
$1.88B +$43.8M +2% 24.4% 94.6% 1,012 54.25% 1.6
FFA
1708
Fragasso Financial Advisors
Pennsylvania
$1.88B +$222M +13% 14.3% 65.5% 370 15.41% 14.5
Koshinski Asset Management
1709
Koshinski Asset Management
Illinois
$1.88B +$275M +17% 16.7% 76.5% 803 13.95% 13
OMC
1710
Oasis Management Company
Cayman Islands
$1.88B +$160M +9% 32.3% 368% 123 25.2% 5
AP
1711
Atwood & Palmer
Missouri
$1.87B +$103M +6% 10.2% 90% 556 15.47% 21.6
PA
1712
Proem Advisors
Texas
$1.87B +$195M +12% 76% – 67 62.69% 2.3
RAM
1713
Robinhood Asset Management
California
$1.87B +$490M +36% 16.1% – 105 43.81% 1.2
TCBWMS
1714
Texas Capital Bank Wealth Management Services
Texas
$1.87B +$183M +11% 15.7% 81.9% 378 16.14% 8.3
KI
1715
Keystone Investors
Singapore
$1.87B – – 61.2% – 84 – 1.4
BRWA
1716
B. Riley Wealth Advisors
Florida
$1.87B +$289M +18% 21.3% 105% 1,023 22.87% 19.7
LI
1717
LMCG Investments
Massachusetts
$1.87B +$187M +11% 22% 125% 230 6.52% 29.3
BHWM
1718
Bar Harbor Wealth Management
New Hampshire
$1.86B +$153M +9% 15.2% 79.2% 281 9.96% 28.8
IPW
1719
Invictus Private Wealth
Colorado
$1.86B +$240M +15% 17% 84.2% 95 20% 9.8
SC
1720
SRB Corp
Massachusetts
$1.86B +$231M +14% 29.4% 87.3% 23 0% 19
JFGLC
1721
Johnson Financial Group LLC (Colorado)
Colorado
$1.86B +$355M +24% 14.8% 58.7% 289 39.45% 3.7
PP
1722
Pertento Partners
United Kingdom
$1.86B +$488M +36% 30.5% 196% 20 20% 4.2
PAG
1723
Private Advisory Group
Washington
$1.85B +$329M +22% 31.9% 177% 345 34.49% 6
NO
1724
Ninety One
South Africa
$1.85B -$479M -21% 1.79% 193% 115 20.87% 10.6
SCM
1725
Spyglass Capital Management
California
$1.85B +$435M +31% 35.2% 154% 28 21.43% 7.1