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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)
Ashford Capital Management
2351
Ashford Capital Management
Delaware
$746M +$67.1M +10% 14.9% 150% 95 6.32% 4.5
Manchester Capital Management
2352
Manchester Capital Management
Vermont
$746M +$71.2M +11% 10.3% 86.7% 1,108 18.41% 3.6
Richard C. Young & Co
2353
Richard C. Young & Co
Rhode Island
$746M +$43.7M +6% 6.4% 137% 79 13.92% 5.2
Silver Oak Securities
2354
Silver Oak Securities
Tennessee
$745M +$285M +62% 9.03% 73.4% 549 29.69% 0.9
Quent Capital
2355
Quent Capital
New York
$744M +$103M +16% 10.6% 78.1% 1,369 6.36% 1.7
DDD Partners
2356
DDD Partners
Washington
$744M +$50.6M +7% 8.09% 62.1% 92 16.3% 2.3
Waddell & Associates
2357
Waddell & Associates
Tennessee
$744M +$59.9M +9% 9.93% 194% 176 18.75% 1.8
AAA
2358
Adams Asset Advisors
Texas
$743M -$2.19M -0.3% 0.33% 66.8% 79 7.59% 4.5
Nadler Financial Group
2359
Nadler Financial Group
Illinois
$742M +$82.2M +12% 11.7% 81.8% 112 8.93% 5.8
Provenance Wealth Advisors
2360
Provenance Wealth Advisors
Florida
$742M +$123M +20% 10.5% 64.3% 623 26.48% 0.2
GDS Wealth Management
2361
GDS Wealth Management
Texas
$742M +$106M +17% 10.6% 95.1% 136 14.71% 1.5
Caledonia Investments plc (UK)
2362
Caledonia Investments plc (UK)
United Kingdom
$741M +$59.2M +9% 7.82% 61.9% 13 0% 6.1
Steel Grove Capital Advisors
2363
Steel Grove Capital Advisors
Tennessee
$740M -$8.33M -1% 10.6% 106% 213 16.9% 3
Stokes Family Office
2364
Stokes Family Office
Louisiana
$740M -$112M -13% 9.7% 68.1% 353 40.79% 2.6
Steigerwald Gordon & Koch
2365
Steigerwald Gordon & Koch
Virginia
$739M +$83.5M +13% 11.3% 59.5% 121 9.92% 5.5
Hardy Reed
2366
Hardy Reed
Mississippi
$738M +$187M +34% 10.9% 69.7% 123 21.14% 2.5
Rodgers & Associates
2367
Rodgers & Associates
Pennsylvania
$737M +$75.7M +11% 11.4% 56.3% 91 10.99% 2.6
Toth Financial Advisory
2368
Toth Financial Advisory
Virginia
$737M +$80.7M +12% 12.8% 90.4% 813 17.47% 3.4
Tortoise Investment Management
2369
Tortoise Investment Management
New York
$737M +$65.5M +10% 8.34% 40.2% 831 8.18% 4.8
SOL Capital Management
2370
SOL Capital Management
Maryland
$737M +$91.1M +14% 11.9% 56.6% 306 7.19% 6.1
Occudo Quantitative Strategies
2371
Occudo Quantitative Strategies
Florida
$736M -$37.3M -5% 17.2% 94.6% 1,298 71.19% 0.3
WFM Asia
2372
WFM Asia
British Virgin Islands
$735M -$91.5M -11% 1.62% 89.9% 10 0% 2.9
Journey Advisory Group
2373
Journey Advisory Group
Kentucky
$735M +$65.7M +10% 9.3% 66.2% 224 7.14% 2.1
Integral Health Asset Management
2374
Integral Health Asset Management
New York
$734M +$11.9M +2% 21.6% 564% 98 63.27% 0.5
Tennessee Valley Asset Management Partners
2375
Tennessee Valley Asset Management Partners
Tennessee
$733M +$429M +141% 10.1% 65.7% 824 86.41% 0.3