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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)
Engaged Capital
2351
Engaged Capital
California
$691M -$11.3M -2% 12.3% 26.2% 11 36.36% 2.6
Strategic Wealth Partners Group
2352
Strategic Wealth Partners Group
Illinois
$691M +$80.3M +13% 7% – 62 3.23% 3.7
Rock Creek Group
2353
Rock Creek Group
District of Columbia
$690M -$82.1M -11% 5.07% 37.2% 214 32.71% 1.9
New England Asset Management
2354
New England Asset Management
Connecticut
$690M +$18.1M +3% 3.65% 55.6% 103 3.88% 6.4
MG
2355
Magnolia Group
Nebraska
$689M -$2.09M -0.3% 0.03% 9.52% 13 7.69% 2.7
RTD Financial Advisors
2356
RTD Financial Advisors
Pennsylvania
$688M +$41.3M +6% 3.7% 51.5% 96 5.21% 1.4
St. James Investment Company
2357
St. James Investment Company
Texas
$688M +$11.6M +2% 1.84% 43.8% 27 0% 3.5
Browning West
2358
Browning West
California
$687M +$12.8M +2% 0.12% 96.8% 2 0% 2.5
Nexpoint Asset Management
2359
Nexpoint Asset Management
Texas
$685M -$239M -26% 6.87% 253% 128 40.63% 1.2
AAA
2360
Adams Asset Advisors
Texas
$685M -$61.7M -8% 3.14% 66.8% 87 8.05% 4.1
Sheets Smith Wealth Management
2361
Sheets Smith Wealth Management
North Carolina
$684M +$29.6M +5% 5.05% 83.4% 346 13.01% 4.6
Nadler Financial Group
2362
Nadler Financial Group
Illinois
$684M +$55.7M +9% 8.37% 81.8% 122 10.66% 5
Quadratic Capital Management
2363
Quadratic Capital Management
Connecticut
$683M -$16.1M -2% 2.27% 0.6% 2 0% 2.1
Heritage Trust
2364
Heritage Trust
Oklahoma
$683M +$47.5M +7% 6.21% – 271 14.39% 3.8
Core Alternative Capital
2365
Core Alternative Capital
Georgia
$682M -$66.9M -9% 5.51% 74.5% 491 27.9% 1.7
Redwood Capital Management
2366
Redwood Capital Management
New York
$682M +$5.99M +0.9% 10.8% 313% 32 12.5% 3
Kahn Brothers Group
2367
Kahn Brothers Group
New York
$682M -$12.7M -2% 1.78% 53.4% 45 4.44% 6.1
Abner Herrman & Brock
2368
Abner Herrman & Brock
New Jersey
$682M +$19.4M +3% 9.01% 156% 112 21.43% 4.5
Steigerwald Gordon & Koch
2369
Steigerwald Gordon & Koch
Virginia
$682M +$12.5M +2% 4.11% 59.5% 112 7.14% 5.5
Jackson Wealth Management
2370
Jackson Wealth Management
Florida
$681M +$548M +412% 6.98% 72.1% 185 58.92% 0.6
Waddell & Associates
2371
Waddell & Associates
Tennessee
$681M +$41.4M +6% 5.27% 194% 176 15.91% 1.4
Pegasus Partners
2372
Pegasus Partners
Wisconsin
$680M +$48.4M +8% 7.73% 32.6% 131 13.74% 3.7
Nilsine Partners
2373
Nilsine Partners
Colorado
$680M +$41.9M +7% 7.67% 117% 361 11.63% 0.2
Tang Capital Management
2374
Tang Capital Management
California
$679M +$8.14M +1% 22% 493% 124 37.1% 0.7
Genus Capital Management
2375
Genus Capital Management
British Columbia, Canada
$679M – – 8.72% – 193 – 0