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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)
Curated Wealth Partners
2351
Curated Wealth Partners
California
$876M +$94.3M +12% 17.8% 39.9% 153 20.92% 0.4
Radcliffe Capital Management
2352
Radcliffe Capital Management
Pennsylvania
$876M +$287M +49% 0.01% 4.8% 55 20% 0.8
FORA Capital
2353
FORA Capital
Florida
$874M +$23.5M +3% 9.08% 162% 631 74.64% 0.2
One Madison Group
2354
One Madison Group
New York
$873M – – 11.7% – 29 – 0
Apriem Advisors
2355
Apriem Advisors
California
$873M +$16.9M +2% 1.69% 74.3% 190 11.05% 4.9
Titleist Asset Management
2356
Titleist Asset Management
Texas
$873M +$179M +26% 8.53% 101% 330 21.82% 1.1
Trust Company
2357
Trust Company
Kansas
$873M +$41.1M +5% 2.15% 40.6% 430 12.33% 4.2
Buckingham Capital Management (Ohio)
2358
Buckingham Capital Management (Ohio)
Ohio
$872M -$2.67M -0.3% 1.46% 26.3% 144 11.11% 5.6
Hartline Investment Corp
2359
Hartline Investment Corp
Illinois
$871M +$69.6M +9% 11.3% 222% 105 12.38% 3.1
GFI Investment Counsel
2360
GFI Investment Counsel
Ontario, Canada
$871M +$9.29M +1% 1.04% 41.8% 22 18.18% 3.8
Sentinel Trust
2361
Sentinel Trust
Texas
$871M -$7.25M -0.8% 2.58% 79.2% 142 10.56% 3.3
Nitorum Capital
2362
Nitorum Capital
New York
$870M -$124M -12% 4.85% 87.1% 29 13.79% 3.7
Trigran Investments
2363
Trigran Investments
Illinois
$870M -$43.9M -5% 5.21% 30.2% 20 10% 4.1
Tanglewood Wealth Management
2364
Tanglewood Wealth Management
Texas
$868M +$149K +0% 1.76% 64.6% 38 15.79% 3.5
Altos Ventures Management
2365
Altos Ventures Management
California
$867M -$622M -42% 30.7% 220% 1 0% 3
Harvey Investment Company
2366
Harvey Investment Company
Kentucky
$866M -$20.1M -2% 1.57% 56.4% 106 7.55% 7.8
Technology Crossover Management XI
2367
Technology Crossover Management XI
California
$865M +$128M +17% 17.8% 112% 3 0% 1.2
Advisor OS
2368
Advisor OS
Illinois
$864M -$141M -14% 1.35% 61.2% 461 22.78% 1.8
KLCM Advisors
2369
KLCM Advisors
Wisconsin
$862M +$19.7M +2% 4.14% 122% 183 11.48% 4.4
FJ Capital Management
2370
FJ Capital Management
Virginia
$862M -$92.5M -10% 5.35% 97.9% 159 54.72% 1.7
Keeley-Teton Advisors
2371
Keeley-Teton Advisors
Illinois
$862M -$45.2M -5% 0.85% 28.6% 388 7.73% 3.5
Manchester Capital Management
2372
Manchester Capital Management
Vermont
$861M +$7.11M +0.8% 2.25% 86.7% 1,208 7.12% 3.8
Quest Investment Management
2373
Quest Investment Management
Oregon
$861M +$6.87M +0.8% 4.79% 105% 90 16.67% 5.4
Aaron Wealth Advisors
2374
Aaron Wealth Advisors
Illinois
$861M +$21.7M +3% 0.74% 108% 484 19.01% 1.6
Kora Management
2375
Kora Management
New York
$861M +$24.6M +3% 10.5% 307% 9 22.22% 1.8