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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)
John G. Ullman & Associates
2351
John G. Ullman & Associates
New York
$643M +$15.8M +3% 1.91% 156% 182 9.89% 3.6
Professional Advisory Services
2352
Professional Advisory Services
Florida
$642M +$27.2M +4% 5.81% 69.3% 80 8.75% 5.5
DDD Partners
2353
DDD Partners
Washington
$642M +$16.4M +3% 5.55% 85.9% 85 14.12% 2
Petredis Investment Advisors
2354
Petredis Investment Advisors
Pennsylvania
$641M +$90M +16% 12.3% 158% 95 3.16% 0.2
Toth Financial Advisory
2355
Toth Financial Advisory
Virginia
$641M +$24.7M +4% 6.06% 90.4% 863 22.48% 2.7
Van Cleef Asset Management
2356
Van Cleef Asset Management
Ohio
$640M +$34.2M +6% 8.01% 104% 112 5.36% 6.8
HAP Trading
2357
HAP Trading
New York
$640M -$339M -35% 2.92% 141% 1,812 56.4% 1.7
Rossmore Private Capital
2358
Rossmore Private Capital
Connecticut
$640M +$15.5M +2% 4.19% 87.1% 235 5.53% 3.4
Waddell & Associates
2359
Waddell & Associates
Tennessee
$640M +$42.5M +7% 5.82% 194% 161 14.29% 1.3
Massachusetts Institute of Technology
2360
Massachusetts Institute of Technology
Massachusetts
$640M +$37.3M +6% 7.1% 35.7% 11 36.36% 1.4
MBL Wealth
2361
MBL Wealth
North Carolina
$640M +$117M +22% 4.4% 52.7% 184 21.2% 1.1
Styrax Capital
2362
Styrax Capital
New York
$639M +$200M +46% 33.6% 310% 19 52.63% 0.4
Verus Capital Partners
2363
Verus Capital Partners
Arizona
$639M +$106M +20% 14.5% 158% 312 18.27% 2.1
Arosa Capital Management
2364
Arosa Capital Management
Florida
$639M +$167M +35% 9.03% 536% 83 62.65% 0.3
L.J. Altfest & Co
2365
L.J. Altfest & Co
New York
$638M +$34.8M +6% 4.51% 95.6% 291 18.56% 3
Olstein Capital Management
2366
Olstein Capital Management
New York
$638M +$809K +0.1% 5.26% 16.6% 102 5.88% 5.2
Nilsine Partners
2367
Nilsine Partners
Colorado
$638M – – 7.69% 128% 335 – 0
Journey Advisory Group
2368
Journey Advisory Group
Kentucky
$637M +$235M +59% 4.03% 66.2% 251 18.73% 1.5
Hussman Strategic Advisors
2369
Hussman Strategic Advisors
Maryland
$637M +$23.4M +4% 3.89% 43.1% 348 15.8% 2.2
Baxter Bros Inc
2370
Baxter Bros Inc
Connecticut
$636M +$27.8M +5% 6.69% 73.8% 138 8.7% 5.6
Heritage Trust
2371
Heritage Trust
Oklahoma
$636M +$22M +4% 5.46% – 245 5.71% 3.9
Index Venture Associates VI
2372
Index Venture Associates VI
Jersey
$636M +$103M +19% 19.4% 312% 3 0% 0.8
C
2373
Chescapmanager
Maryland
$636M +$209M +49% 10.2% 202% 49 32.65% 1.6
Atlas Capital Advisors
2374
Atlas Capital Advisors
Wyoming
$636M +$40.6M +7% 7.17% – 985 17.97% 2.1
MAK Capital One
2375
MAK Capital One
New York
$636M +$31.8M +5% 17% 200% 11 18.18% 3.2