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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)
Jaffetilchin Investment Partners
1901
Jaffetilchin Investment Partners
Florida
$819M +$39.9M +5% 5.68% 88.1% 371 23.72% 2.2
AL
1902
Arnhold LLC
New York
$818M +$73.1M +10% 10.4% 164% 141 13.48% 3
Philosophy Capital Management
1903
Philosophy Capital Management
California
$818M -$168M -17% 8.83% 77.5% 37 45.95% 0.5
SGCIA
1904
Smith Graham & Co Investment Advisors
Texas
$817M +$65.1M +9% 12% 56.9% 142 4.23% 6.1
Quinn Opportunity Partners
1905
Quinn Opportunity Partners
Virginia
$817M -$62.1M -7% 7.49% 77.6% 213 23.47% 1.4
Bristlecone Advisors
1906
Bristlecone Advisors
Washington
$816M +$49.8M +6% 5.94% 103% 260 10.77% 3.3
MKP Capital Management
1907
MKP Capital Management
New York
$815M +$469M +135% 8.99% 69.8% 16 81.25% 0.1
Colonial Trust Advisors
1908
Colonial Trust Advisors
South Carolina
$815M +$76.8M +10% 9.8% 80% 917 73.06% 1.1
Executive Wealth Management
1909
Executive Wealth Management
Michigan
$814M +$96.4M +13% 6.83% 18.4% 195 13.33% 2.3
Lutz Financial Services
1910
Lutz Financial Services
Nebraska
$814M +$82.2M +11% 6.99% 35.3% 78 12.82% 3
Wesleyan Assurance Society
1911
Wesleyan Assurance Society
United Kingdom
$814M +$163M +25% 16.3% 102% 101 1.98% 3.1
WDA
1912
Wendell David Associates
New Hampshire
$814M +$70.4M +9% 11.6% 58.7% 149 4.7% 7.1
Verdence Capital Advisors
1913
Verdence Capital Advisors
Maryland
$813M +$88.1M +12% 11.9% 104% 563 19.89% 2.5
Marathon Trading Investment Management
1914
Marathon Trading Investment Management
Pennsylvania
$813M -$212M -21% 5.12% 143% 367 46.59% 1.1
Baker Tilly Wealth Management
1915
Baker Tilly Wealth Management
Wisconsin
$812M +$78.2M +11% 8.51% 96.9% 575 17.91% 1.4
Lindbrook Capital
1916
Lindbrook Capital
California
$812M +$219M +37% 9.56% 35.8% 3,095 15.57% 2.1
Northcape Capital
1917
Northcape Capital
Australia
$811M +$30.9M +4% 8.75% – 26 7.69% 3.1
Discerene Group
1918
Discerene Group
Connecticut
$810M +$132M +19% 24% 48.6% 14 0% 1.7
Callan Capital
1919
Callan Capital
California
$810M +$195M +32% 10.2% 20.1% 195 38.46% 2.3
Hollencrest Capital Management
1920
Hollencrest Capital Management
California
$809M +$16.9M +2% 6.64% 85.6% 1,194 77.47% 1.2
Harvard Management Company
1921
Harvard Management Company
Massachusetts
$807M +$2.88M +0.4% 4.96% 123% 47 2.13% 1.6
Henry H. Armstrong Associates
1922
Henry H. Armstrong Associates
Pennsylvania
$807M +$68.7M +9% 11% 70% 64 9.38% 6.3
Cahaba Wealth Management
1923
Cahaba Wealth Management
Georgia
$806M +$82.8M +11% 6.69% 48.7% 148 14.19% 2.6
GSA Capital Partners
1924
GSA Capital Partners
United Kingdom
$806M +$51.6M +7% 10% 94.7% 2,052 60.82% 0.4
Private Ocean
1925
Private Ocean
California
$806M +$171M +27% 5.64% 2.82% 669 35.28% 3