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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)
Crestview Partners II
2326
Crestview Partners II
New York
$679M +$14M +2% 3.19% 157% 3 0% 4.9
Coastline Trust
2327
Coastline Trust
Rhode Island
$678M -$35.8M -5% 2.16% 106% 283 12.01% 6.8
Heartwood Wealth Advisors
2328
Heartwood Wealth Advisors
Virginia
$678M -$26.9M -4% 3.36% 59.4% 149 18.79% 2.1
Koss-Olinger Consulting
2329
Koss-Olinger Consulting
Florida
$678M -$183M -21% 3.93% 57.9% 313 21.73% 1.2
AIC
2330
AWM Investment Company
New York
$678M -$59.4M -8% 2.9% 778% 121 18.18% 3
Minneapolis Portfolio Management Group
2331
Minneapolis Portfolio Management Group
Minnesota
$676M -$79.6M -11% 4.38% 140% 30 13.33% 4.6
Kathmere Capital Management
2332
Kathmere Capital Management
Pennsylvania
$675M +$31.5M +5% 2.2% 68.3% 282 21.99% 1.5
Manchester Capital Management
2333
Manchester Capital Management
Vermont
$675M -$71.3M -10% 5.1% 86.7% 1,049 13.16% 3.5
Strategic Wealth Partners Group
2334
Strategic Wealth Partners Group
Illinois
$674M -$17M -2% 3.82% – 63 3.17% 3.9
Hackensack Meridian Health
2335
Hackensack Meridian Health
New Jersey
$674M -$54.9M -8% 2.65% 53.4% 6 0% 1
HPM
2336
H. Partners Management
New York
$674M -$72.5M -10% 7.05% 13.5% 3 0% 4.6
Lannebo Fonder
2337
Lannebo Fonder
Sweden
$673M -$38.4M -5% 3.11% 49.8% 32 6.25% 4.9
Adams Natural Resources Fund
2338
Adams Natural Resources Fund
Maryland
$673M +$56.7M +9% 9.87% 50.6% 57 1.75% 6.1
Willow Creek Wealth Management
2339
Willow Creek Wealth Management
California
$672M -$34.3M -5% 2.25% – 145 9.66% 3.3
Tortoise Investment Management
2340
Tortoise Investment Management
New York
$672M -$2.05M -0.3% 3.89% 40.2% 823 8.14% 4.6
Newbrook Capital Advisors
2341
Newbrook Capital Advisors
New York
$671M -$45.7M -6% 1.05% 299% 22 27.27% 0.7
Cat Rock Capital Management
2342
Cat Rock Capital Management
Connecticut
$671M -$54.1M -7% 0.16% 66.7% 14 21.43% 2.1
Polus Capital Management
2343
Polus Capital Management
United Kingdom
$671M +$151M +29% 8.12% – 16 50% 0.3
SP
2344
Solel Partners
Massachusetts
$671M +$36.4M +6% 5.12% 25.9% 26 7.69% 1.4
West Coast Financial
2345
West Coast Financial
California
$670M -$36.6M -5% 4.37% 22.2% 152 6.58% 4.6
Freemont Management
2346
Freemont Management
Switzerland
$670M -$158M -19% 1.78% 113% 96 12.5% 1.6
Journey Advisory Group
2347
Journey Advisory Group
Kentucky
$670M -$2.67M -0.4% 2.75% 66.2% 228 6.58% 2
TT International Asset Management
2348
TT International Asset Management
United Kingdom
$669M +$67.8M +11% 1.9% 308% 49 34.69% 0.9
Stratos Investment Management
2349
Stratos Investment Management
Ohio
$669M +$17.5M +3% 3.03% 58.2% 175 13.14% 2.7
Vista Capital Partners
2350
Vista Capital Partners
Oregon
$669M -$52.1M -7% 4.55% 61.2% 90 12.22% 5.1