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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)
CapWealth Advisors
2201
CapWealth Advisors
Tennessee
$1.02B +$92.2M +10% 12.5% 152% 106 8.49% 5.7
DigitalBridge Group
2202
DigitalBridge Group
Florida
$1.02B -$229M -18% 17.4% 161% 70 24.29% 1.5
Tanglewood Wealth Management
2203
Tanglewood Wealth Management
Texas
$1.01B +$125M +14% 7.73% 64.6% 41 14.63% 3.1
Whitney & Co
2204
Whitney & Co
New York
$1.01B +$72.8M +8% 11% 93.2% 143 12.59% 5.3
FourThought Financial Partners
2205
FourThought Financial Partners
Florida
$1.01B +$57.2M +6% 11.7% 95.9% 341 18.18% 1.3
Conservest Capital Advisors
2206
Conservest Capital Advisors
Pennsylvania
$1.01B +$60.5M +6% 8.26% 58.6% 123 11.38% 1.8
Asset Advisors Investment Management
2207
Asset Advisors Investment Management
Georgia
$1.01B +$60.5M +6% 8.29% 67.5% 115 5.22% 4.4
Salomon & Ludwin
2208
Salomon & Ludwin
Virginia
$1.01B +$74.1M +8% 7.89% 52.6% 1,137 38.35% 1.4
Richard C. Young & Co
2209
Richard C. Young & Co
Rhode Island
$1.01B +$81.3M +9% 9.99% 137% 88 3.41% 4.6
Connable Office Inc
2210
Connable Office Inc
Michigan
$1.01B +$71M +8% 9.21% 68.3% 244 19.26% 4.2
L & S Advisors
2211
L & S Advisors
California
$1.01B +$200M +25% 17.9% 231% 372 16.4% 2
Rational Advisors
2212
Rational Advisors
New York
$1.01B +$18.3M +2% 5.2% 37.7% 201 47.76% 1.2
Simcoe Capital Management
2213
Simcoe Capital Management
New York
$1.01B +$452M +81% 19.1% 48.7% 24 50% 1
Townsend & Associates
2214
Townsend & Associates
Colorado
$1.01B +$49.7M +5% 3.89% 58% 118 21.19% 2.4
Titleist Asset Management
2215
Titleist Asset Management
Texas
$1.01B +$144M +17% 13% 101% 337 17.8% 1.4
Jacobs & Co
2216
Jacobs & Co
California
$1.01B +$69.7M +7% 10.1% 105% 131 12.98% 7.9
Royal Fund Management
2217
Royal Fund Management
Florida
$1.01B +$109M +12% 13.5% 103% 374 21.93% 2.9
Clough Capital Partners
2218
Clough Capital Partners
Massachusetts
$1.01B +$206M +26% 18.8% 175% 137 36.5% 1.2
Palisade Asset Management
2219
Palisade Asset Management
Minnesota
$1.01B +$31.5M +3% 6.16% 61.8% 197 4.57% 7.8
MMBG Investment Advisors
2220
MMBG Investment Advisors
Florida
$1B +$120M +14% 13.7% 118% 183 10.93% 2.5
Shenkman Capital Management
2221
Shenkman Capital Management
New York
$1B +$21.2M +2% 0.15% 3.15% 125 0.8% 1
Optimus Prime Fund Management
2222
Optimus Prime Fund Management
Cayman Islands
$1B +$126M +14% 19.9% 94.5% 24 12.5% 2.8
RDST Capital
2223
RDST Capital
Washington
$1B +$297M +42% 16.5% 43% 19 21.05% 1.3
Caldwell Trust
2224
Caldwell Trust
Florida
$1B +$67.9M +7% 9.13% 87% 763 3.93% 4.1
Atika Capital Management
2225
Atika Capital Management
New York
$1000M +$289M +41% 35.9% 811% 82 47.56% 1.4