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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)
Romano Brothers & Co
2401
Romano Brothers & Co
Illinois
$643M -$28.4M -4% 3.19% 110% 310 4.52% 1
Kahn Brothers Group
2402
Kahn Brothers Group
New York
$641M -$41.1M -6% 2.13% 53.4% 45 8.89% 6.2
Heritage Trust
2403
Heritage Trust
Oklahoma
$641M -$42.7M -6% 3.2% – 266 4.51% 4.1
Quent Capital
2404
Quent Capital
New York
$641M +$1.4M +0.2% 3.14% 78.1% 1,366 6.44% 1.5
Biglari Capital Corp
2405
Biglari Capital Corp
Texas
$640M -$115M -15% 17.6% 72.7% 12 0% 4.2
AP
2406
Archon Partners
New Jersey
$639M -$28.9M -4% 2.17% 99.5% 44 13.64% 5.8
JLB & Associates
2407
JLB & Associates
Michigan
$638M -$64.2M -9% 3.27% 69.9% 78 7.69% 6.6
Cortland Associates
2408
Cortland Associates
Missouri
$638M +$17.1M +3% 2.19% 57.1% 54 7.41% 6
Shepherd Financial Partners
2409
Shepherd Financial Partners
Massachusetts
$637M -$7.38M -1% 3.73% 78% 196 9.18% 3.2
PRC
2410
Pearl River Capital
Michigan
$637M +$16.9M +3% 2.17% 20.3% 631 50.4% 0.5
Farther Finance Advisors
2411
Farther Finance Advisors
California
$637M +$179M +39% 3.11% 81.5% 2,743 13.38% 0.6
Syntegra Private Wealth Group
2412
Syntegra Private Wealth Group
Missouri
$637M -$17.4M -3% 3.34% 56.9% 137 13.87% 0.7
GDS Wealth Management
2413
GDS Wealth Management
Texas
$636M +$19.9M +3% 3.54% 82.2% 128 9.38% 1.4
Miller Investment Management
2414
Miller Investment Management
Pennsylvania
$635M -$20.3M -3% 2.62% 60.2% 97 1.03% 5.3
Genus Capital Management
2415
Genus Capital Management
British Columbia, Canada
$635M -$43.8M -6% 1.01% – 217 28.57% 0.2
Oxbow Advisors
2416
Oxbow Advisors
Texas
$635M -$1.32M -0.2% 1.16% 66.3% 224 16.07% 4.4
Tompkins Financial
2417
Tompkins Financial
New York
$635M -$3.43M -0.5% 3.6% 84.4% 620 8.23% 4.3
Van Cleef Asset Management
2418
Van Cleef Asset Management
Ohio
$635M -$16M -2% 1.68% 104% 110 4.55% 6.9
Cutler Investment Counsel
2419
Cutler Investment Counsel
Oregon
$635M -$25.9M -4% 3.19% 56.2% 129 5.43% 4.7
American Financial Advisors
2420
American Financial Advisors
Georgia
$635M -$4.46M -0.7% 3.58% 52.7% 140 7.86% 2.4
Wealth Alliance
2421
Wealth Alliance
New York
$634M -$34.7M -5% 3.71% 75.7% 537 14.15% 2.2
Gilbert & Cook
2422
Gilbert & Cook
Iowa
$634M +$10.3M +2% 3.5% 63.2% 245 23.67% 2.9
L.J. Altfest & Co
2423
L.J. Altfest & Co
New York
$634M -$31.5M -5% 3.21% 95.6% 318 19.5% 3.2
AlphaCore Capital
2424
AlphaCore Capital
California
$634M +$9.9M +2% 1.17% 85.9% 383 13.84% 1
McGowan Group Asset Management
2425
McGowan Group Asset Management
Texas
$633M -$8.15M -1% 1.33% 69.8% 142 18.31% 3.6