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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)
Mayflower Financial Advisors
2351
Mayflower Financial Advisors
Massachusetts
$669M -$104M -13% 3.54% 68.7% 372 12.63% 2.1
Advisor OS
2352
Advisor OS
Illinois
$667M +$56M +9% 3.19% 61.2% 312 13.14% 1.6
Parthenon LLC
2353
Parthenon LLC
Kentucky
$666M -$25.8M -4% 2.39% 93.3% 118 5.08% 7.6
Whitney & Co
2354
Whitney & Co
New York
$666M -$28.9M -4% 3.07% 93.2% 126 6.35% 5.1
Graham Holdings Company
2355
Graham Holdings Company
Virginia
$666M +$16.8M +3% 3.41% 95.1% 5 0% 1.7
Broad Bay Capital Management
2356
Broad Bay Capital Management
New York
$665M -$78M -11% 5.73% 338% 19 15.79% 2.1
WealthShield Partners
2357
WealthShield Partners
North Carolina
$664M -$161K -0% 3.65% 71% 509 10.81% 1.8
HUB Investment Partners
2358
HUB Investment Partners
Texas
$663M +$60.1M +10% 2.93% 95.7% 292 20.21% 1
Rodgers & Associates
2359
Rodgers & Associates
Pennsylvania
$662M -$30.7M -4% 4.24% 56.3% 87 5.75% 2.5
Suncoast Equity Management
2360
Suncoast Equity Management
Florida
$662M -$4.6M -0.7% 1% 82.9% 78 12.82% 2.8
Skylands Capital
2361
Skylands Capital
Wisconsin
$662M -$35.4M -5% 2.45% 61% 161 16.15% 4.9
Nilsine Partners
2362
Nilsine Partners
Colorado
$661M -$19M -3% 2.83% 117% 373 14.21% 0.4
Northcape Capital
2363
Northcape Capital
Australia
$661M -$128M -16% 10.5% – 31 3.23% 3.2
CDAM (UK)
2364
CDAM (UK)
United Kingdom
$661M -$43.1M -6% 1.1% 7.89% 11 9.09% 3.2
RGREA
2365
Ranger Global Real Estate Advisors
Colorado
$661M +$49.9M +8% 10.3% 18% 38 13.16% 1.8
Berkshire Money Management
2366
Berkshire Money Management
Massachusetts
$660M -$31.9M -5% 3.07% 61.8% 48 18.75% 3.1
Nadler Financial Group
2367
Nadler Financial Group
Illinois
$660M -$23.9M -3% 3.8% 81.8% 118 9.32% 5.6
Rossmore Private Capital
2368
Rossmore Private Capital
Connecticut
$660M -$12.1M -2% 1.79% 87.1% 235 4.68% 3.8
RA
2369
Resolute Advisors
California
$660M -$287M -30% 24% 36.7% 70 17.14% 2
TAM
2370
Telemark Asset Management
Massachusetts
$659M -$78.1M -11% 0.71% 329% 58 34.48% 1.6
Baxter Bros Inc
2371
Baxter Bros Inc
Connecticut
$659M -$13.6M -2% 0.86% 73.8% 156 22.44% 5.5
NJ State Employees Deferred Compensation Plan
2372
NJ State Employees Deferred Compensation Plan
New Jersey
$658M -$34.7M -5% 3.01% 127% 496 4.64% 6.4
Sheets Smith Wealth Management
2373
Sheets Smith Wealth Management
North Carolina
$657M -$27.5M -4% 3.45% 83.4% 504 38.69% 3.2
Toth Financial Advisory
2374
Toth Financial Advisory
Virginia
$657M -$34.7M -5% 4.2% 90.4% 868 23.39% 3.2
Fort Point Capital Partners
2375
Fort Point Capital Partners
California
$656M -$52M -7% 2.28% 62.2% 313 16.61% 2.9