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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
HT
2276
Heritage Trust
Oklahoma
$614M +$42M +7% 10.5% 246 9.35%
AI
2277
Aperture Investors
New York
$614M +$2.04M +0.3% 7.52% 145% 95 36.84%
RFA
2278
RTD Financial Advisors
Pennsylvania
$613M +$70.3M +13% 6.74% 46.4% 96 7.29%
TFS
2279
Thoroughbred Financial Services
Tennessee
$612M +$87M +17% 9.01% 121% 404 17.08%
PC
2280
Pier Capital
Connecticut
$611M +$28.8M +5% 11.9% 153% 125 34.4%
GHC
2281
Graham Holdings Company
Virginia
$610M +$12.5M +2% 7.82% 96.9% 6 0%
PL
2282
Parthenon LLC
Kentucky
$610M +$55.5M +10% 10.9% 80.8% 111 4.5%
RA
2283
Rodgers & Associates
Pennsylvania
$609M +$46.3M +8% 7.54% 53.7% 84 3.57%
GCA
2284
Greenwood Capital Associates
South Carolina
$609M +$26.8M +5% 8.74% 81.3% 236 17.37%
TCM
2285
Twele Capital Management
Minnesota
$609M +$30.4M +5% 6.57% 34.9% 41 12.2%
MCM
2286
Mason Capital Management
New York
$609M +$351M +136% 28.2% 18% 17 52.94%
KFP
2287
KMG Fiduciary Partners
Ohio
$609M +$89.3M +17% 8.54% 98% 238 23.95%
WCM
2288
Woodson Capital Management
Connecticut
$609M -$16.7M -3% 9.71% 195% 46 36.96%
BBI
2289
Baxter Bros Inc
Connecticut
$608M +$44M +8% 10.8% 68.8% 133 4.51%
SCM
2290
Sahana Capital Management
Connecticut
$608M +$69.7M +13% 18.7% 0.48% 7 14.29%
PP
2291
Pegasus Partners
Wisconsin
$608M +$120M +25% 8.25% 32.6% 132 17.42%
AWAG
2292
ARS Wealth Advisors Group
Florida
$607M -$47.6M -7% 10.9% 77.1% 159 22.64%
CP
2293
CenterBook Partners
Connecticut
$607M +$88.7M +17% 6.31% 37.5% 485 43.92%
DI
2294
DFPG Investments
Utah
$607M +$372M +158% 7.34% 38.2% 444 63.06%
RIM
2295
Rush Island Management
New York
$607M +$141M +30% 5.44% 2.61% 18 44.44%
LCM
2296
Lattice Capital Management
Washington
$606M +$544M +870% 2.52% 206% 61 18.03%
VCAM
2297
Van Cleef Asset Management
Ohio
$606M +$88.8M +17% 8.17% 81.1% 112 6.25%
AFM
2298
Anson Funds Management
Texas
$605M -$241M -28% 7.86% 1,243% 350 58%
TFP
2299
Triple Frond Partners
California
$605M +$37M +7% 8.31% 87.8% 10 10%
FRM
2300
Foundation Resource Management
Arkansas
$604M +$78.3M +15% 16.2% 67.8% 53 3.77%