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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)
CGN Advisors
2376
CGN Advisors
Kansas
$635M +$66.3M +12% 4.56% 48.9% 225 7.11% 1.6
Americana Partners
2377
Americana Partners
Texas
$634M +$56.2M +10% 4.94% 93.9% 290 18.28% 1.5
Cabot Wealth Management
2378
Cabot Wealth Management
Massachusetts
$633M +$40.8M +7% 9.94% 69.3% 155 16.13% 4.4
J. Safra Asset Management
2379
J. Safra Asset Management
New York
$633M +$64.6M +11% 9.17% 93.8% 137 68.61% 0.7
Pegasus Partners
2380
Pegasus Partners
Wisconsin
$632M +$24M +4% 6.52% 32.6% 125 8% 3.6
Whitney & Co
2381
Whitney & Co
New York
$631M +$86.2M +16% 9.79% 110% 127 7.09% 4.9
McGowan Group Asset Management
2382
McGowan Group Asset Management
Texas
$630M +$2.25M +0.4% 0.15% 69.8% 145 13.79% 3
Proficio Capital Partners
2383
Proficio Capital Partners
Massachusetts
$630M +$102M +19% 8.75% 97% 314 20.06% 2.5
PRC
2384
Pearl River Capital
Michigan
$630M +$40.4M +7% 6.45% 20.3% 649 51% 0.5
Oldfield Partners
2385
Oldfield Partners
United Kingdom
$630M +$63.2M +11% 6.04% 98% 25 8% 4.9
SL
2386
Sonnipe Ltd
Isle Of Man
$629M +$89.7M +17% 17% 57.8% 47 57.45% 0.3
Newbrook Capital Advisors
2387
Newbrook Capital Advisors
New York
$629M +$55.8M +10% 14.5% 299% 19 42.11% 0.6
Nadler Financial Group
2388
Nadler Financial Group
Illinois
$628M +$55.5M +10% 8.02% 81.8% 122 14.75% 5
North Point Portfolio Managers
2389
North Point Portfolio Managers
Ohio
$628M +$32.8M +6% 6.78% 72.8% 70 10% 5.7
Cortland Associates
2390
Cortland Associates
Missouri
$628M +$24.5M +4% 6.64% 58.4% 58 15.52% 5.8
Tortoise Investment Management
2391
Tortoise Investment Management
New York
$628M +$56.6M +10% 4.74% 40.2% 797 5.4% 4.3
HI
2392
Handelsinvest Investeringsforvaltning
Denmark
$627M -$6.72M -1% 7.03% 37.9% 99 18.18% 3.4
Austin Private Wealth
2393
Austin Private Wealth
Texas
$627M +$56M +10% 6.93% 62.3% 187 24.06% 1.6
Strategy Capital
2394
Strategy Capital
California
$626M +$138M +28% 30.8% 316% 8 12.5% 2.8
Dean Investment Associates
2395
Dean Investment Associates
Ohio
$626M +$37.6M +6% 0.2% 63.5% 229 14.41% 3.7
Buckingham Capital Management (Ohio)
2396
Buckingham Capital Management (Ohio)
Ohio
$625M +$50.8M +9% 6.95% 26.3% 120 10.83% 5.5
Apriem Advisors
2397
Apriem Advisors
California
$625M +$48M +8% 9.11% 74.3% 155 9.68% 4.8
Lannebo Fonder
2398
Lannebo Fonder
Sweden
$623M +$103M +20% 21.5% 49.8% 34 2.94% 4.3
Oasis Management Company
2399
Oasis Management Company
Cayman Islands
$623M +$120M +24% 17% 368% 124 54.03% 0.9
Financial Architects (New Jersey)
2400
Financial Architects (New Jersey)
New Jersey
$623M +$20.4M +3% 7.17% 31.3% 335 11.04% 1.5