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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)
ThornTree Capital Partners
1901
ThornTree Capital Partners
Massachusetts
$634M +$273M +76% 61.8% 217% 29 37.93% 0.7
Coastline Trust
1902
Coastline Trust
Rhode Island
$633M +$79.6M +14% 17.6% 106% 314 6.69% 4.9
Bramshill Investments
1903
Bramshill Investments
Florida
$633M +$103M +19% 9.48% 3.6% 158 33.54% 0.9
Murphy Capital Management
1904
Murphy Capital Management
New Jersey
$633M +$106M +20% 21.4% 41.6% 207 12.08% 5.4
Main Management
1905
Main Management
California
$632M +$90.2M +17% 19.1% 64.1% 125 24.8% 2.2
Cipher Capital
1906
Cipher Capital
New York
$632M +$357M +129% 26.5% – 667 77.06% 0.3
Standard General
1907
Standard General
New York
$632M +$134M +27% 34.9% 259% 12 25% 1.2
TAM
1908
Telemark Asset Management
Massachusetts
$632M +$212M +51% 54.8% 329% 68 51.47% 0.8
1834 Investment Advisors
1909
1834 Investment Advisors
Wisconsin
$632M +$105M +20% 16% 68.7% 478 20.5% 2.7
Central Securities
1910
Central Securities
New York
$631M +$96.6M +18% 19.8% 90.2% 33 6.06% 4.9
Lenox Wealth Advisors
1911
Lenox Wealth Advisors
New York
$631M +$94.9M +18% 17.2% 35.7% 897 40.91% 1.6
Perigon Wealth Management
1912
Perigon Wealth Management
California
$631M +$93.5M +17% 23.8% 104% 380 22.11% 2
Global Alpha Capital Management
1913
Global Alpha Capital Management
Quebec, Canada
$630M +$75.3M +14% 21% 80.4% 41 19.51% 2.9
KPF
1914
K2 Principal Fund
Ontario, Canada
$629M +$102M +19% 12.3% 76.5% 357 64.15% 0.3
Merriman Wealth Management
1915
Merriman Wealth Management
Washington
$629M +$169M +37% 19.6% 18.3% 196 42.35% 1.6
AL
1916
Arnhold LLC
New York
$629M +$86.2M +16% 17.4% 164% 146 10.96% 1.6
Washington Trust Bank
1917
Washington Trust Bank
Washington
$629M +$107M +21% 20.9% 80.5% 196 18.88% 4.4
JC
1918
JBF Capital
Colorado
$627M +$104M +20% 21.8% 93.6% 96 36.46% 1.4
Trek Financial
1919
Trek Financial
Arizona
$627M +$219M +54% 12.5% 144% 173 61.27% 0.5
Palisade Asset Management
1920
Palisade Asset Management
Minnesota
$627M +$78.6M +14% 16.6% 61.8% 170 5.88% 4.9
Global Retirement Partners
1921
Global Retirement Partners
California
$627M +$98.2M +19% 18.4% – 1,801 15.99% 2.2
Asset Advisors Investment Management
1922
Asset Advisors Investment Management
Georgia
$627M +$86.5M +16% 19.2% 67.5% 196 52.55% 0.8
Modera Wealth Management
1923
Modera Wealth Management
New Jersey
$626M +$150M +31% 17.3% 68.2% 158 10.76% 3.7
Stone Ridge Asset Management
1924
Stone Ridge Asset Management
New York
$626M -$296M -32% 25% – 797 32.87% 1.9
Estate Counselors
1925
Estate Counselors
Wisconsin
$626M +$18.1M +3% 9.71% 60% 172 33.72% 1.2