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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)
Parthenon LLC
2326
Parthenon LLC
Kentucky
$653M +$43.8M +7% 7.98% 93.3% 115 5.22% 7.1
Forte Capital
2327
Forte Capital
New York
$653M +$71.5M +12% 10.4% 98.3% 212 6.6% 3.5
Freshford Capital Management
2328
Freshford Capital Management
New York
$653M +$187M +40% 6.68% 97.3% 23 39.13% 1.6
Strategic Wealth Partners
2329
Strategic Wealth Partners
Ohio
$652M +$114M +21% 4.97% – 283 16.25% 2.2
Cypress Capital Group
2330
Cypress Capital Group
Florida
$652M -$11.2M -2% 4.18% 111% 316 15.19% 4.6
Gateway Wealth Partners
2331
Gateway Wealth Partners
Wisconsin
$650M +$68.2M +12% 5.19% 58.9% 244 25.82% 0.2
Alibaba Group
2332
Alibaba Group
Hong Kong
$650M -$10.1M -2% 0.26% 2.06% 9 0% 3.3
SWS
2333
SYSTM Wealth Solutions
Illinois
$650M -$155M -19% 4.35% – 558 22.94% 0.2
Willow Creek Wealth Management
2334
Willow Creek Wealth Management
California
$648M +$46M +8% 3.94% – 135 5.19% 3
WestBridge Capital Management
2335
WestBridge Capital Management
Mauritius
$648M +$281M +76% 2.88% 21.9% 4 25% 1.3
Lansdowne Partners (UK)
2336
Lansdowne Partners (UK)
United Kingdom
$648M +$165M +34% 17.4% 293% 22 36.36% 1.7
Romano Brothers & Co
2337
Romano Brothers & Co
Illinois
$648M -$10.9M -2% 4.47% 110% 1,043 70.76% 0.5
NJ State Employees Deferred Compensation Plan
2338
NJ State Employees Deferred Compensation Plan
New Jersey
$648M +$29.8M +5% 8.53% 127% 504 5.95% 5.9
Prosperity Capital Advisors
2339
Prosperity Capital Advisors
Ohio
$647M +$322M +99% 6.44% 72.2% 215 18.6% 0.2
Anchorage Capital Group
2340
Anchorage Capital Group
New York
$647M -$133M -17% 2.9% 24.9% 17 0% 1.9
Red Cedar Investment Management
2341
Red Cedar Investment Management
Michigan
$647M +$12.8M +2% 4.69% 81.4% 86 10.47% 2.1
RTD Financial Advisors
2342
RTD Financial Advisors
Pennsylvania
$647M +$33.2M +5% 4.61% 51.5% 94 4.26% 1.2
WCM
2343
Woodson Capital Management
Connecticut
$646M +$37.1M +6% 8.81% 235% 42 21.43% 1.5
Graves Light Lenhart Wealth
2344
Graves Light Lenhart Wealth
Virginia
$646M -$4.21M -0.6% 2.19% 47.7% 197 18.27% 2.9
INVST
2345
INVST
Indiana
$646M +$3.24M +0.5% 6.72% 78.5% 201 37.31% 2
Oberweis Asset Management
2346
Oberweis Asset Management
Illinois
$645M +$174M +37% 20.4% 485% 192 21.88% 1.6
Cutler Investment Counsel
2347
Cutler Investment Counsel
Oregon
$645M -$10.5M -2% 1.51% 61.8% 135 7.41% 4.3
Rodgers & Associates
2348
Rodgers & Associates
Pennsylvania
$644M +$34.7M +6% 4.46% 56.3% 85 2.35% 2.1
IDG China Venture Capital Fund IV Associates
2349
IDG China Venture Capital Fund IV Associates
Hong Kong
$644M -$44.1M -6% 6.21% 59.2% 4 0% 2.9
Montanaro Asset Management
2350
Montanaro Asset Management
United Kingdom
$644M +$29.6M +5% 13.1% 49.6% 47 4.26% 1.9