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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)
Graham Holdings Company
2401
Graham Holdings Company
Virginia
$967M -$115M -11% 6.9% 95.1% 6 0% 3.5
TwinBeech Capital
2402
TwinBeech Capital
New York
$965M -$442M -31% 5.56% 5.7% 887 76.21% 0.2
Red Cedar Investment Management
2403
Red Cedar Investment Management
Michigan
$965M +$38.8M +4% 3.37% 81.4% 96 15.63% 2.9
HCR Wealth Advisors
2404
HCR Wealth Advisors
California
$964M -$45.3M -4% 2.01% 107% 263 11.41% 4.5
Focused Wealth Management
2405
Focused Wealth Management
New York
$964M +$7.03M +0.7% 3.18% 80.9% 269 36.06% 5.2
Ullmann Wealth Partners Group
2406
Ullmann Wealth Partners Group
Florida
$963M +$2.42M +0.3% 1.87% 68% 160 10% 3.8
TFP
2407
Triple Frond Partners
California
$963M +$720K +0.1% 6.8% 92.9% 13 15.38% 3.5
Quantitative Investment Management
2408
Quantitative Investment Management
Virginia
$963M -$65.8M -6% 9.34% 24.6% 583 73.24% 0.2
MASTERINVEST Kapitalanlage
2409
MASTERINVEST Kapitalanlage
$962M -$90.6M -9% 2.67% – 312 21.15% 0.6
Red Door Wealth Management
2410
Red Door Wealth Management
Tennessee
$962M +$560K +0.1% 0.49% 100% 318 12.26% 2.8
JGP Wealth Management
2411
JGP Wealth Management
Oregon
$961M +$1.88M +0.2% 1.64% 87.8% 244 12.3% 3.6
Graves Light Lenhart Wealth
2412
Graves Light Lenhart Wealth
Virginia
$961M +$18.1M +2% 0.26% 47.7% 199 5.03% 4.9
Navellier & Associates
2413
Navellier & Associates
Nevada
$960M +$67.1M +8% 14.2% 361% 372 24.19% 2.1
Oak Harvest Investment Services
2414
Oak Harvest Investment Services
Texas
$958M +$41M +4% 5.09% 120% 194 26.8% 2.2
Center for Financial Planning
2415
Center for Financial Planning
Michigan
$958M -$3.11M -0.3% 1.62% 64.4% 735 14.83% 3.9
J.V. Bruni & Co
2416
J.V. Bruni & Co
Colorado
$958M -$60.7M -6% 3.55% 97.9% 33 9.09% 5.9
Capital Investment Services of America
2417
Capital Investment Services of America
Wisconsin
$958M -$102M -10% 8.31% 74.2% 82 3.66% 7.6
Lombard Odier Asset Management (USA)
2418
Lombard Odier Asset Management (USA)
New York
$957M -$119M -11% 3.23% 96.8% 363 68.87% 0.6
Zazove Associates
2419
Zazove Associates
Nevada
$957M -$204M -18% 0.33% 11% 170 22.35% 1.2
Pekin Hardy Strauss
2420
Pekin Hardy Strauss
Illinois
$957M -$125M -12% 10.5% 105% 523 21.8% 3.5
GA
2421
GuoLine Advisory
Singapore
$956M -$132M -12% 11.2% 112% 24 4.17% 2.1
Paradigm Operations
2422
Paradigm Operations
California
$954M -$403M -30% 25.8% 230% 3 0% 1.8
Isthmus Partners
2423
Isthmus Partners
Wisconsin
$953M +$52.8M +6% 0.47% 73.7% 232 14.22% 3.1
Wellesley Asset Management
2424
Wellesley Asset Management
New Hampshire
$953M -$8.28M -0.9% 0% 0% 54 0% 0.9
Legacy Edge Advisors
2425
Legacy Edge Advisors
New York
$951M +$37.8M +4% 0.63% – 234 11.97% 1.6