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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)
Cutler Investment Counsel
2451
Cutler Investment Counsel
Oregon
$793M +$57.8M +8% 8.48% 61.8% 132 6.82% 4.9
Institute for Wealth Management
2452
Institute for Wealth Management
Colorado
$792M +$46.3M +6% 5.9% 137% 560 11.61% 3.7
Oak Root LLC
2453
Oak Root LLC
California
$792M +$42M +6% 5.91% 75.4% 15 0% 0.7
ShawSpring Partners
2454
ShawSpring Partners
Massachusetts
$792M +$98.3M +14% 12.9% 3.53% 10 0% 2.2
RTD Financial Advisors
2455
RTD Financial Advisors
Pennsylvania
$790M +$46.3M +6% 6.73% 51.5% 111 3.6% 2.2
Alley Investment Management Company
2456
Alley Investment Management Company
Illinois
$790M +$57.4M +8% 8.07% 54.6% 86 2.33% 2.3
Red Cedar Investment Management
2457
Red Cedar Investment Management
Michigan
$788M +$54.9M +7% 6.59% 81.4% 82 12.2% 2.6
Rodgers Brothers
2458
Rodgers Brothers
Pennsylvania
$787M +$49M +7% 8.27% 108% 249 9.64% 5.8
Khrom Capital Management
2459
Khrom Capital Management
Florida
$787M +$258M +49% 12.8% 35.6% 18 22.22% 1.3
Aperture Investors
2460
Aperture Investors
New York
$787M +$103M +15% 11.6% 211% 90 30% 1.4
Alta Park Capital
2461
Alta Park Capital
California
$787M -$15.4M -2% 11.9% 1,071% 43 53.49% 0.9
Vise Technologies
2462
Vise Technologies
New York
$786M +$216M +38% 7.17% – 622 37.46% 1.1
LVW Advisors
2463
LVW Advisors
New York
$786M +$102M +15% 5.92% 79.1% 319 10.97% 3
Lodestar Private Asset Management
2464
Lodestar Private Asset Management
California
$785M +$58.5M +8% 5.92% 64.4% 219 7.31% 1.5
Signet Financial Management
2465
Signet Financial Management
New Jersey
$785M +$43.2M +6% 6.36% 65.2% 280 10.71% 2.9
Pekin Hardy Strauss
2466
Pekin Hardy Strauss
Illinois
$784M +$56.1M +8% 7.68% 102% 368 19.57% 4
Pembroke Management
2467
Pembroke Management
Quebec, Canada
$784M +$39.7M +5% 9.61% 105% 64 12.5% 3.3
Continuum Advisory
2468
Continuum Advisory
Idaho
$783M +$89.7M +13% 6.05% 77% 2,043 23.35% 1
Parkman Healthcare Partners
2469
Parkman Healthcare Partners
Connecticut
$783M +$36.9M +5% 19.2% 306% 106 27.36% 1.3
Dark Forest Capital Management
2470
Dark Forest Capital Management
Puerto Rico
$783M +$236M +43% 9.56% 63% 1,223 71.3% 0.2
Global X Japan
2471
Global X Japan
Japan
$782M +$76.9M +11% 3.27% 151% 314 20.7% 0.6
Curated Wealth Partners
2472
Curated Wealth Partners
California
$782M +$65M +9% 9.33% 39.9% 140 11.43% 0.2
LVZ Inc
2473
LVZ Inc
Michigan
$782M +$48.1M +7% 6.67% 52.9% 158 15.19% 2.9
Keystone Financial Group (Kentucky)
2474
Keystone Financial Group (Kentucky)
Kentucky
$781M +$502M +180% 6.84% 116% 378 56.61% 1.7
Great Lakes Retirement
2475
Great Lakes Retirement
Ohio
$780M +$50.7M +7% 4.69% 118% 703 72.97% 2.1