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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)
Transamerica Financial Advisors
2101
Transamerica Financial Advisors
Florida
$679M -$27.8M -4% 4.27% 77.1% 689 8.27% 0.8
Good Life Advisors
2102
Good Life Advisors
Pennsylvania
$678M -$39.6M -6% 4.63% 60% 379 15.57% 2.9
Discerene Group
2103
Discerene Group
Connecticut
$678M -$58.7M -8% 5.75% 48.6% 15 6.67% 1.5
FourThought Financial
2104
FourThought Financial
Florida
$677M -$7.35M -1% 4.94% – 1,610 9.94% 1.4
Azora Capital LP
2105
Azora Capital LP
Florida
$674M +$266M +65% 1.75% 175% 49 59.18% 0.5
Power Corp of Canada
2106
Power Corp of Canada
Canada
$674M +$181M +37% 10.9% 14.4% 170 68.82% 0.1
Montag & Caldwell
2107
Montag & Caldwell
Georgia
$673M -$15.7M -2% 2.72% 91.3% 94 9.57% 3.5
Caldwell Trust
2108
Caldwell Trust
Florida
$673M -$53.2M -7% 4.92% 87% 745 4.03% 2.4
Woodstock Corp
2109
Woodstock Corp
Massachusetts
$672M -$48.3M -7% 5.55% 115% 167 2.99% 6.6
SC
2110
Sasco Capital
Connecticut
$672M -$58.3M -8% 5.98% 15.5% 50 6% 3.4
Chai Trust Company
2111
Chai Trust Company
Illinois
$672M -$73.7M -10% 6.5% 12.7% 25 0% 3.5
Prospector Partners
2112
Prospector Partners
Connecticut
$672M -$15.1M -2% 3.14% 53.6% 115 13.04% 3.9
VS
2113
VK Services
California
$671M +$511K +0.1% 41.2% 1,605% 11 36.36% 1
Redwood Capital Management
2114
Redwood Capital Management
New York
$671M -$68.3M -9% 7.21% 313% 44 9.09% 2.7
Carret Asset Management
2115
Carret Asset Management
New York
$670M -$50.7M -7% 4.33% 94.4% 279 3.23% 6.3
Discovery Capital Management
2116
Discovery Capital Management
Connecticut
$669M -$107M -14% 13.6% 871% 79 64.56% 0.6
AltraVue Capital
2117
AltraVue Capital
Washington
$669M -$11.4M -2% 1.82% 221% 34 11.76% 2.8
1834 Investment Advisors
2118
1834 Investment Advisors
Wisconsin
$668M -$41.9M -6% 5.04% 68.7% 481 60.71% 5.3
Salomon & Ludwin
2119
Salomon & Ludwin
Virginia
$667M +$20.5M +3% 5.36% 52.6% 148 17.57% 1.8
Tradition Wealth Management
2120
Tradition Wealth Management
Minnesota
$666M -$22.8M -3% 5.43% 69.6% 1,237 17.7% 1.2
Fusion Family Wealth
2121
Fusion Family Wealth
New York
$665M -$32.7M -5% 6.04% 58.2% 42 28.57% 3.7
Fort Baker Capital Management
2122
Fort Baker Capital Management
California
$665M +$31.6M +5% 3.93% 46.3% 131 25.95% 0.6
Atmos Capital Gestao de Recursos
2123
Atmos Capital Gestao de Recursos
Brazil
$665M +$6.86M +1% 4.73% 101% 26 11.54% 1.2
Soltis Investment Advisors
2124
Soltis Investment Advisors
Utah
$665M -$23.9M -3% 5.24% 80.8% 254 16.54% 1.9
Oxford Financial Group
2125
Oxford Financial Group
Indiana
$665M -$13.4M -2% 3.26% 77.2% 277 16.25% 2.2