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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)
Randolph Company
2326
Randolph Company
Ohio
$814M +$62.4M +8% 8.03% 127% 49 16.33% 3.3
Broad Run Investment Management
2327
Broad Run Investment Management
Virginia
$814M +$65.7M +9% 7.8% 202% 27 7.41% 5.6
Permanens Capital
2328
Permanens Capital
New York
$814M +$301M +59% 10.2% 76.9% 27 7.41% 3.5
Heartwood Wealth Advisors
2329
Heartwood Wealth Advisors
Virginia
$812M +$61.1M +8% 4.95% 59.4% 162 11.73% 2
Keeley-Teton Advisors
2330
Keeley-Teton Advisors
Illinois
$812M +$38.1M +5% 7.23% 28.6% 363 8.26% 3.3
Navellier & Associates
2331
Navellier & Associates
Nevada
$812M +$144M +22% 35% 361% 377 27.32% 1.4
Journey Advisory Group
2332
Journey Advisory Group
Kentucky
$811M +$76.1M +10% 8.6% 74.9% 243 12.35% 2.1
Nadler Financial Group
2333
Nadler Financial Group
Illinois
$811M +$68.7M +9% 9.33% 81.8% 120 15.83% 5.5
BIC
2334
Beach Investment Counsel
Pennsylvania
$811M +$397K +0% 7.44% 36% 143 0% 6.3
Covalis Capital
2335
Covalis Capital
United Kingdom
$810M +$195M +32% 2.29% 37.9% 83 69.88% 0.3
Bracebridge Capital LLC
2336
Bracebridge Capital LLC
Massachusetts
$810M +$346M +75% 44.7% 156% 51 33.33% 1
Tanglewood Wealth Management
2337
Tanglewood Wealth Management
Texas
$809M -$7.6M -0.9% 5.43% 64.6% 34 8.82% 3
Forte Capital
2338
Forte Capital
New York
$808M +$77.5M +11% 10.2% 98.3% 242 10.74% 3.9
Affinity Asset Advisors
2339
Affinity Asset Advisors
New York
$808M +$260M +48% 47.8% 1,487% 122 54.1% 0.6
Twin Capital Management
2340
Twin Capital Management
Pennsylvania
$807M +$43.5M +6% 13.8% 132% 301 19.6% 3.6
1SP
2341
140 Summer Partners
New York
$806M +$225M +39% 9.02% 202% 18 27.78% 0.8
Central Pacific Bank - Trust Division
2342
Central Pacific Bank - Trust Division
Hawaii
$806M – – 10.5% – 947 – 0
PSG Equity
2343
PSG Equity
Massachusetts
$805M -$138M -15% 14.6% 13.7% 1 0% 2.3
Hardy Reed
2344
Hardy Reed
Mississippi
$805M +$66.6M +9% 8.36% 69.7% 132 23.48% 2.7
Wescott Financial Advisory Group
2345
Wescott Financial Advisory Group
Pennsylvania
$804M +$90.2M +13% 6.77% 55.5% 174 14.94% 2
CDAM (UK)
2346
CDAM (UK)
United Kingdom
$804M -$3.56M -0.4% 0.07% 7.89% 12 25% 3.2
Steigerwald Gordon & Koch
2347
Steigerwald Gordon & Koch
Virginia
$804M +$64.6M +9% 9.09% 59.5% 128 10.16% 5.4
Private Capital Advisors
2348
Private Capital Advisors
Connecticut
$803M +$147M +22% 18.9% 132% 94 25.53% 5.1
JAT Capital Management
2349
JAT Capital Management
Connecticut
$803M +$273M +52% 16.7% 734% 52 71.15% 0.4
Michael & Susan Dell Foundation
2350
Michael & Susan Dell Foundation
New York
$802M -$1.11B -58% 17.1% 238% 9 33.33% 0.9