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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)
Atom Investors
2351
Atom Investors
Texas
$802M +$235M +42% 9.44% 83.4% 695 55.68% 0.4
Red Cedar Investment Management
2352
Red Cedar Investment Management
Michigan
$801M +$107M +15% 9.38% 88.8% 85 15.29% 2.3
Abner Herrman & Brock
2353
Abner Herrman & Brock
New Jersey
$801M +$88.8M +12% 15.6% 156% 98 10.2% 5.1
Stokes Family Office
2354
Stokes Family Office
Louisiana
$800M +$60.3M +8% 7.15% 68.1% 234 10.68% 2.7
Jackson Wealth Management
2355
Jackson Wealth Management
Florida
$800M +$40.7M +5% 7.37% 72.1% 163 17.79% 1
Vista Capital Partners
2356
Vista Capital Partners
Oregon
$800M +$50.2M +7% 7.7% 61.2% 100 17% 4.7
Toth Financial Advisory
2357
Toth Financial Advisory
Virginia
$799M +$61.6M +8% 9.93% 90.4% 786 15.65% 3.6
Prosperity Consulting Group
2358
Prosperity Consulting Group
Maryland
$798M +$499M +167% 7.37% 66.8% 334 40.42% 0.7
Harbour Trust & Investment Management
2359
Harbour Trust & Investment Management
Indiana
$797M +$87.3M +12% 15.7% 116% 168 7.74% 0.2
Richard C. Young & Co
2360
Richard C. Young & Co
Rhode Island
$797M +$50.5M +7% 8.74% 152% 84 23.81% 4.7
Apriem Advisors
2361
Apriem Advisors
California
$796M +$47.5M +6% 6.32% 74.3% 177 17.51% 4.8
SOL Capital Management
2362
SOL Capital Management
Maryland
$795M +$58.7M +8% 7.71% 56.6% 308 4.87% 6.2
TIM
2363
Total Investment Management
Arizona
$795M +$7.41M +0.9% 3.61% 44.4% 76 6.58% 2.8
AH
2364
Allen Holding
New York
$795M +$76.8M +11% 10.3% 185% 14 0% 6.1
Graham Holdings Company
2365
Graham Holdings Company
Virginia
$794M +$104M +15% 15.7% 95.1% 5 0% 2.2
Rock Creek Group
2366
Rock Creek Group
District of Columbia
$794M +$101M +15% 6.18% 37.2% 72 29.17% 1.4
FengHe Fund Management
2367
FengHe Fund Management
Singapore
$794M +$224M +39% 18.6% 779% 28 42.86% 0.4
Summit Creek Advisors
2368
Summit Creek Advisors
Minnesota
$793M +$46M +6% 10.2% 84.6% 71 12.68% 3.7
Johnson Financial Group LLC (Colorado)
2369
Johnson Financial Group LLC (Colorado)
Colorado
$792M +$11M +1% 6.49% 66.9% 46 19.57% 2.8
CVC Management Holdings II
2370
CVC Management Holdings II
Jersey
$792M – – 14.7% – 4 – 0
Legacy Advisors
2371
Legacy Advisors
Pennsylvania
$791M +$15.1M +2% 12.5% – 336 15.48% 2.3
SWS
2372
SYSTM Wealth Solutions
Illinois
$791M +$69.4M +10% 9.4% – 1,081 15.91% 0.6
Van Cleef Asset Management
2373
Van Cleef Asset Management
Ohio
$791M +$79.7M +11% 12.5% 104% 116 6.03% 6.8
J. Stern & Co
2374
J. Stern & Co
United Kingdom
$791M +$242M +44% 21.7% – 42 26.19% 0.2
MUFG Securities (Canada)
2375
MUFG Securities (Canada)
New York
$791M +$436M +123% 3.21% – 42 92.86% 0.2