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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)
Styrax Capital
2276
Styrax Capital
New York
$892M -$416M -32% 5.84% 310% 13 46.15% 1.5
Azzad Asset Management
2277
Azzad Asset Management
Virginia
$891M +$42.5M +5% 7.53% 101% 319 11.6% 4.4
Diversified Portfolios Inc
2278
Diversified Portfolios Inc
Michigan
$890M +$131M +17% 5.11% 38.2% 143 8.39% 3.5
Cypress Capital Group
2279
Cypress Capital Group
Florida
$890M +$55.4M +7% 7.4% 97.8% 322 12.42% 5.2
Discerene Group
2280
Discerene Group
Connecticut
$889M +$237M +36% 34.9% 48.6% 12 8.33% 3
Penn Davis McFarland
2281
Penn Davis McFarland
Texas
$889M +$242M +37% 6.77% 100% 79 45.57% 3.2
One Day In July LLC
2282
One Day In July LLC
Vermont
$889M +$86.9M +11% 6.04% 43.1% 139 7.19% 2.6
Integral Health Asset Management
2283
Integral Health Asset Management
New York
$889M -$164M -16% 14.3% 564% 103 66.02% 0.5
First Trust Investment Solutions
2284
First Trust Investment Solutions
Florida
$888M +$178M +25% 8.29% – 322 30.12% 0.5
TA
2285
TCM Advisors
West Virginia
$888M +$774M +678% 8.49% 56.1% 65 0% 2.1
Summit Financial Strategies
2286
Summit Financial Strategies
Ohio
$888M +$84.2M +10% 7.39% 59.4% 154 7.79% 3.7
Twin Capital Management
2287
Twin Capital Management
Pennsylvania
$886M +$37.7M +4% 6.71% 132% 308 13.31% 3.6
Harvey Investment Company
2288
Harvey Investment Company
Kentucky
$886M +$49.5M +6% 7.95% 56.4% 103 6.8% 7.6
PSG Equity
2289
PSG Equity
Massachusetts
$885M -$53M -6% 5.65% 13.7% 1 0% 2.8
Forte Capital
2290
Forte Capital
New York
$884M +$55.8M +7% 6.75% 98.3% 243 7.82% 4
Wealth Architects
2291
Wealth Architects
California
$884M +$65M +8% 6.74% 80.1% 217 4.61% 5
Clear Creek Financial Management
2292
Clear Creek Financial Management
Washington
$883M +$58.2M +7% 5.41% 86.1% 483 12.84% 1.8
Cat Rock Capital Management
2293
Cat Rock Capital Management
Connecticut
$883M -$9.9M -1% 5.38% 66.7% 12 8.33% 2.1
Waterfall Asset Management
2294
Waterfall Asset Management
New York
$881M +$765M +658% 3.45% – 6 66.67% 0.3
LVM Capital Management
2295
LVM Capital Management
Michigan
$879M $0 0% 5.96% 121% 142 0% 6.4
Harvey Partners
2296
Harvey Partners
New York
$878M +$46.7M +6% 5% 174% 48 25% 2.2
Sentinel Trust
2297
Sentinel Trust
Texas
$878M +$64.8M +8% 6.8% 79.2% 142 5.63% 2.9
Suncoast Equity Management
2298
Suncoast Equity Management
Florida
$877M -$26.3M -3% 4.75% 82.9% 78 14.1% 3.3
Harbour Trust & Investment Management
2299
Harbour Trust & Investment Management
Indiana
$877M +$38.9M +5% 6.28% 116% 164 6.71% 0.7
P2 Capital Partners
2300
P2 Capital Partners
New York
$876M -$36.1M -4% 3.27% 7.96% 18 16.67% 3.1