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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)
CDAM (UK)
2326
CDAM (UK)
United Kingdom
$704M +$20.9M +3% 2.51% 7.89% 11 0% 2.9
Flat Footed LLC
2327
Flat Footed LLC
Wyoming
$703M -$49.7M -7% 33.9% 152% 41 43.9% 0.7
Magnus Financial Group
2328
Magnus Financial Group
New York
$702M +$45.6M +7% 5.08% 78.2% 293 12.29% 2.5
CF
2329
Clarity Financial
Texas
$702M +$675M +2,495% 0.89% 56.8% 118 77.97% 0.4
Southeast Asset Advisors
2330
Southeast Asset Advisors
Georgia
$702M +$35.7M +5% 7.15% 91.5% 157 11.46% 4
JLB & Associates
2331
JLB & Associates
Michigan
$702M +$37.4M +6% 7.76% 69.5% 74 2.7% 6.9
Sage Mountain Advisors
2332
Sage Mountain Advisors
Georgia
$702M +$81.5M +13% 7.4% 62.5% 387 22.22% 1.1
NBT Bank
2333
NBT Bank
New York
$700M +$16.1M +2% 4.07% 77% 255 3.92% 6.3
Tanglewood Wealth Management
2334
Tanglewood Wealth Management
Texas
$699M +$10.9M +2% 3.23% 64.6% 35 22.86% 3
Zuckerman Investment Group
2335
Zuckerman Investment Group
Illinois
$699M +$40.6M +6% 11.1% 111% 127 7.09% 3.1
Pier Capital
2336
Pier Capital
Connecticut
$697M +$37.7M +6% 11.3% 223% 129 27.91% 1.4
CGN Advisors
2337
CGN Advisors
Kansas
$697M +$62.5M +10% 2.95% 48.9% 234 10.68% 1.8
Skylands Capital
2338
Skylands Capital
Wisconsin
$697M +$13.2M +2% 5.35% 61% 158 13.29% 4.8
Whitney & Co
2339
Whitney & Co
New York
$695M +$64.4M +10% 10.9% 93.2% 127 7.87% 4.9
Sunbelt Securities
2340
Sunbelt Securities
Texas
$695M +$73.5M +12% 6.02% 83.5% 1,778 12.32% 1
Goodnow Investment Group
2341
Goodnow Investment Group
Connecticut
$695M +$83.3M +14% 16.9% 131% 20 10% 4.2
Forte Capital
2342
Forte Capital
New York
$694M +$40.4M +6% 8.46% 98.3% 217 6.45% 3.7
NJ State Employees Deferred Compensation Plan
2343
NJ State Employees Deferred Compensation Plan
New Jersey
$693M +$45.3M +7% 9.44% 127% 501 3.99% 6.2
Rodgers & Associates
2344
Rodgers & Associates
Pennsylvania
$692M +$48.2M +7% 5.03% 56.3% 87 6.9% 2.3
Parthenon LLC
2345
Parthenon LLC
Kentucky
$692M +$38.8M +6% 7.58% 93.3% 116 1.72% 7.3
Austin Private Wealth
2346
Austin Private Wealth
Texas
$692M +$65.6M +10% 4.97% 62.3% 218 27.06% 1.4
Berkshire Money Management
2347
Berkshire Money Management
Massachusetts
$692M +$32.4M +5% 5.37% 61.8% 49 12.24% 2.5
INVST
2348
INVST
Indiana
$692M +$45.7M +7% 4.96% 78.5% 186 15.59% 1.9
Cypress Capital Group
2349
Cypress Capital Group
Florida
$691M +$39.9M +6% 6.77% 97.8% 316 12.97% 4.6
Toth Financial Advisory
2350
Toth Financial Advisory
Virginia
$691M +$50.1M +8% 7.79% 90.4% 917 26.61% 3