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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)
Rational Advisors
2101
Rational Advisors
New York
$991M -$32M -3% 0.09% 39.2% 130 31.54% 1.7
Clearlake Capital Group
2102
Clearlake Capital Group
California
$991M -$235M -19% 18.6% 47.3% 6 0% 3
QV Investors
2103
QV Investors
Alberta, Canada
$990M +$20.5M +2% 0.03% 68.3% 69 14.49% 4.5
AL
2104
Arnhold LLC
New York
$990M -$24.6M -2% 3.4% 164% 121 8.26% 4.4
Texas Capital Bank Wealth Management Services
2105
Texas Capital Bank Wealth Management Services
Texas
$990M +$11.8M +1% 3.42% 81.9% 218 29.36% 2.3
MBL Wealth
2106
MBL Wealth
North Carolina
$990M -$6.92M -0.7% 0.63% 52.7% 241 14.94% 2
Liberty One Investment Management
2107
Liberty One Investment Management
Illinois
$988M +$65.4M +7% 5.62% 40.3% 155 10.32% 3.5
GECH
2108
Garnet Equity Capital Holdings
New York
$988M +$293M +42% 2.54% 302% 29 27.59% 1.2
Trinity Street Asset Management
2109
Trinity Street Asset Management
United Kingdom
$988M -$30.9M -3% 5.2% 76.9% 17 23.53% 2.2
Retirement Investment Advisors
2110
Retirement Investment Advisors
Oklahoma
$988M +$39.4M +4% 0.27% – 63 6.35% 1.7
TD Capital Management
2111
TD Capital Management
Tennessee
$987M +$3.14M +0.3% 1.49% 40.5% 719 22.25% 2
Capital Investment Services of America
2112
Capital Investment Services of America
Wisconsin
$987M -$62.5M -6% 4.38% 74.2% 79 5.06% 7.2
Taurus Asset Management
2113
Taurus Asset Management
New York
$986M -$41.7M -4% 4.2% 26.9% 89 3.37% 7.7
Wealthcare Capital Management
2114
Wealthcare Capital Management
Virginia
$986M -$6.76M -0.7% 0.92% 46.2% 96 16.67% 4.6
FORA Capital
2115
FORA Capital
Florida
$986M +$112M +13% 5.54% 162% 670 72.54% 0.2
Eversept Partners
2116
Eversept Partners
New York
$985M -$142M -13% 9.52% 321% 76 39.47% 2
Shenkman Capital Management
2117
Shenkman Capital Management
New York
$984M -$155M -14% 0.21% 3.15% 127 1.57% 1.1
Keystone Financial Group (Kentucky)
2118
Keystone Financial Group (Kentucky)
Kentucky
$984M -$33.1M -3% 3.2% 116% 415 10.84% 2
KWMG LLC
2119
KWMG LLC
Kansas
$983M +$11.7M +1% 0.27% 76.2% 147 8.16% 5.8
Technology Crossover Management XI
2120
Technology Crossover Management XI
California
$982M +$116M +13% 15.1% 112% 3 0% 1.4
Rockwood Wealth Management
2121
Rockwood Wealth Management
Pennsylvania
$981M +$55.1M +6% 0.22% 52.6% 104 12.5% 2
SNS Financial Group
2122
SNS Financial Group
Minnesota
$981M +$6.36M +0.7% 0.55% 54.2% 197 8.12% 5.4
Transamerica Financial Advisors
2123
Transamerica Financial Advisors
Florida
$980M -$30.6M -3% 2.74% 77.1% 595 6.05% 2.7
Bramshill Investments
2124
Bramshill Investments
Florida
$980M +$343M +54% 1.04% 3.6% 156 28.85% 1.5
HG Vora Capital Management
2125
HG Vora Capital Management
New York
$978M -$348M -26% 8.99% 42.6% 15 46.67% 1.6