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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)
One Day In July LLC
2076
One Day In July LLC
Vermont
$1.18B +$78M +7% 5.75% 43.1% 146 10.96% 3.2
DT Investment Partners
2077
DT Investment Partners
Pennsylvania
$1.18B +$68.7M +6% 6.74% 64.3% 541 2.96% 3
Guardian Partners
2078
Guardian Partners
Canada
$1.18B +$68.8M +6% 10.5% – 188 12.23% 0.7
Talbot Financial
2079
Talbot Financial
Washington
$1.18B +$125M +12% 7.68% 118% 70 14.29% 2
Hudson Way Capital Management
2080
Hudson Way Capital Management
Texas
$1.18B +$72.8M +7% 0.65% 51.3% 18 22.22% 2.6
Delta Asset Management
2081
Delta Asset Management
Tennessee
$1.18B +$28.6M +2% 3.84% 53.8% 623 4.98% 4.2
Baring Fintech Fund III Managers
2082
Baring Fintech Fund III Managers
Guernsey
$1.18B -$206M -15% 3.78% – 1 0% 0.8
Callahan Advisors
2083
Callahan Advisors
Texas
$1.18B +$64.7M +6% 6.87% 87.7% 176 6.25% 5.9
Waddell & Associates
2084
Waddell & Associates
Tennessee
$1.18B +$239M +25% 7.24% 194% 338 31.95% 1.5
NAYA Capital Management (UK)
2085
NAYA Capital Management (UK)
United Kingdom
$1.18B -$262M -18% 7.03% 121% 6 33.33% 0.9
Kintegral Advisory
2086
Kintegral Advisory
New York
$1.18B +$76.8M +7% 9.63% 143% 237 0.84% 5
Mizuho Markets Cayman
2087
Mizuho Markets Cayman
Cayman Islands
$1.17B -$221M -16% 9.63% 219% 117 58.97% 0.3
Connors Investor Services
2088
Connors Investor Services
Pennsylvania
$1.17B +$44.5M +4% 12.3% 125% 170 18.24% 4.7
Clearwater Capital Advisors
2089
Clearwater Capital Advisors
Illinois
$1.17B +$79.1M +7% 5.55% 44.7% 170 5.29% 5
RKL Wealth Management
2090
RKL Wealth Management
Pennsylvania
$1.17B +$35.5M +3% 7.52% 76.8% 183 6.56% 5.2
Hengehold Capital Management
2091
Hengehold Capital Management
Ohio
$1.17B +$74.7M +7% 5.49% 54.5% 220 6.36% 4.7
First Financial Bank - Trust Division
2092
First Financial Bank - Trust Division
Ohio
$1.17B +$33.2M +3% 6.87% 68.6% 216 4.63% 7.2
Discerene Group
2093
Discerene Group
Connecticut
$1.17B +$200M +21% 27.3% 48.6% 13 0% 3.8
Alexis Investment Partners
2094
Alexis Investment Partners
Texas
$1.17B +$938M +404% 15.1% – 100 59% 0.3
PKO Investment Management Joint-Stock
2095
PKO Investment Management Joint-Stock
Poland
$1.17B +$240M +26% 15% 145% 213 23% 3.2
Hodges Capital Management
2096
Hodges Capital Management
Texas
$1.17B +$126M +12% 16.8% 200% 233 21.46% 3.2
Hartford Funds Management
2097
Hartford Funds Management
Pennsylvania
$1.17B +$5.57M +0.5% 3.56% 26.8% 102 12.75% 1.9
Jay A. Fishman Ltd
2098
Jay A. Fishman Ltd
Michigan
$1.17B +$122M +12% 13.6% 119% 85 11.76% 6.9
Summit Financial Strategies
2099
Summit Financial Strategies
Ohio
$1.17B +$86M +8% 6.52% 59.4% 161 5.59% 4.2
TritonPoint Wealth
2100
TritonPoint Wealth
Maryland
$1.17B +$85.5M +8% 8.92% 92.7% 357 5.88% 1.5