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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)
L. Roy Papp & Associates
2176
L. Roy Papp & Associates
Arizona
$801M -$72.5M -8% 5.93% 80.1% 181 8.29% 5.3
Good Life Advisors
2177
Good Life Advisors
Pennsylvania
$801M -$23.2M -3% 2.66% 60% 422 15.17% 2.4
DigitalBridge Group
2178
DigitalBridge Group
Florida
$800M +$94.5M +13% 5.98% 161% 68 39.71% 0.9
Olstein Capital Management
2179
Olstein Capital Management
New York
$798M -$40.4M -5% 5.34% 16.6% 106 3.77% 4.4
Lenox Wealth Advisors
2180
Lenox Wealth Advisors
New York
$798M -$42.5M -5% 4.24% 35.7% 1,080 34.54% 2.2
Perpetual Investment Management
2181
Perpetual Investment Management
Australia
$797M -$75.2M -9% 2.93% – 237 8.86% 1
Kore Private Wealth
2182
Kore Private Wealth
New York
$796M -$23.9M -3% 2.93% 35.9% 341 17.01% 2.1
CCMD
2183
Cypress Capital Management (Delaware)
Delaware
$796M -$87.8M -10% 4.28% 25.6% 212 4.72% 3.5
J.V. Bruni & Co
2184
J.V. Bruni & Co
Colorado
$796M -$14.8M -2% 0.29% 97.9% 34 2.94% 4.4
Marks Group Wealth Management
2185
Marks Group Wealth Management
Minnesota
$796M -$24.8M -3% 5.64% 62.8% 341 19.65% 1.5
Graham Holdings Company
2186
Graham Holdings Company
Virginia
$796M -$8.38M -1% 8.38% 95.1% 7 14.29% 0.3
Shenkman Capital Management
2187
Shenkman Capital Management
New York
$793M -$677M -46% 0.53% 3.15% 69 2.9% 2.1
Anchor Investment Management
2188
Anchor Investment Management
South Carolina
$793M -$12.5M -2% 2.52% 75.1% 1,059 11.33% 3.6
Hartline Investment Corp
2189
Hartline Investment Corp
Illinois
$792M +$62M +9% 2.67% 222% 129 14.73% 4.2
Elm Partners Management
2190
Elm Partners Management
Pennsylvania
$791M -$20.1M -2% 4.77% 46.9% 52 38.46% 1.9
Forte Capital
2191
Forte Capital
New York
$791M -$1.54M -0.2% 10.4% 98.3% 223 0.45% 2.9
Atlas Venture Life Science Advisors
2192
Atlas Venture Life Science Advisors
Massachusetts
$791M -$298M -27% 25.9% 484% 17 5.88% 0.2
J.M. Forbes & Co
2193
J.M. Forbes & Co
Massachusetts
$791M -$79.8M -9% 3.85% 112% 120 5% 5.3
FourThought Financial
2194
FourThought Financial
Florida
$790M -$4.85M -0.6% 4.18% – 1,621 12.15% 1.1
Intrust Bank
2195
Intrust Bank
Kansas
$790M -$40.7M -5% 3.22% 102% 411 11.68% 4.4
Barton Investment Management
2196
Barton Investment Management
Pennsylvania
$789M -$362M -31% 26.4% 124% 44 9.09% 6.2
Bowie Capital Management
2197
Bowie Capital Management
Texas
$789M -$75.2M -9% 10.5% 31.6% 36 13.89% 2.7
Tairen Capital
2198
Tairen Capital
Hong Kong
$789M +$139M +21% 1.44% 462% 64 62.5% 0.3
Oxford Financial Group
2199
Oxford Financial Group
Indiana
$789M -$101M -11% 6.29% 77.2% 292 16.44% 1.7
Kahn Brothers Group
2200
Kahn Brothers Group
New York
$788M +$59.5M +8% 11.9% 53.4% 50 22% 4.9