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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)
Toth Financial Advisory
2326
Toth Financial Advisory
Virginia
$617M +$64M +12% 11.5% 90.4% 824 20.15% 2.9
Professional Advisory Services
2327
Professional Advisory Services
Florida
$614M +$38.7M +7% 8.14% 69.3% 78 10.26% 5.3
Montanaro Asset Management
2328
Montanaro Asset Management
United Kingdom
$614M -$38.7M -6% 5.96% 49.6% 49 6.12% 1.6
Magnus Financial Group
2329
Magnus Financial Group
New York
$614M +$90.8M +17% 6.93% 78.2% 281 14.23% 2.2
Hussman Strategic Advisors
2330
Hussman Strategic Advisors
Maryland
$614M +$34.6M +6% 11.3% 41.6% 324 8.95% 2.1
Heritage Trust
2331
Heritage Trust
Oklahoma
$614M +$42M +7% 10.5% – 246 9.35% 3.8
Aperture Investors
2332
Aperture Investors
New York
$614M +$2.04M +0.3% 7.52% 211% 95 36.84% 1.1
RTD Financial Advisors
2333
RTD Financial Advisors
Pennsylvania
$613M +$70.3M +13% 6.74% 51.5% 96 7.29% 0.9
TFS
2334
Thoroughbred Financial Services
Tennessee
$612M +$87M +17% 9.01% 166% 404 17.08% 2
Pier Capital
2335
Pier Capital
Connecticut
$611M +$28.8M +5% 11.9% 223% 125 34.4% 1.5
Graham Holdings Company
2336
Graham Holdings Company
Virginia
$610M +$12.5M +2% 7.82% 95.1% 6 0% 0.9
Parthenon LLC
2337
Parthenon LLC
Kentucky
$610M +$55.5M +10% 10.9% 93.3% 111 4.5% 7.1
Rodgers & Associates
2338
Rodgers & Associates
Pennsylvania
$609M +$46.3M +8% 7.54% 56.3% 84 3.57% 1.9
Greenwood Capital Associates
2339
Greenwood Capital Associates
South Carolina
$609M +$26.8M +5% 8.74% 87.7% 236 17.37% 2.5
Twele Capital Management
2340
Twele Capital Management
Minnesota
$609M +$30.4M +5% 6.57% 37.1% 41 12.2% 7.2
MCM
2341
Mason Capital Management
New York
$609M +$351M +136% 28.2% 18.5% 17 52.94% 0.7
KMG Fiduciary Partners
2342
KMG Fiduciary Partners
Ohio
$609M +$89.3M +17% 8.54% 114% 238 23.95% 2.1
WCM
2343
Woodson Capital Management
Connecticut
$609M -$16.7M -3% 9.71% 235% 46 36.96% 1.6
Baxter Bros Inc
2344
Baxter Bros Inc
Connecticut
$608M +$44M +8% 10.8% 73.8% 133 4.51% 5.6
Sahana Capital Management
2345
Sahana Capital Management
Connecticut
$608M +$69.7M +13% 18.7% 0.48% 7 14.29% 2.2
Pegasus Partners
2346
Pegasus Partners
Wisconsin
$608M +$120M +25% 8.25% 32.6% 132 17.42% 3.5
ARS Wealth Advisors Group
2347
ARS Wealth Advisors Group
Florida
$607M -$47.6M -7% 10.9% 89.5% 159 22.64% 1
CenterBook Partners
2348
CenterBook Partners
Connecticut
$607M +$88.7M +17% 6.31% 62.4% 485 43.92% 0.6
DFPG Investments
2349
DFPG Investments
Utah
$607M +$372M +158% 7.34% 38.2% 444 63.06% 0.9
Rush Island Management
2350
Rush Island Management
New York
$607M +$141M +30% 5.44% 15.5% 18 44.44% 0.7