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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)
Dean Investment Associates
2501
Dean Investment Associates
Ohio
$614M -$11.5M -2% 0.68% 63.5% 221 11.76% 3.7
Stewart & Patten Company
2502
Stewart & Patten Company
California
$612M +$22.4M +4% 4.72% 27.5% 95 7.37% 6.7
JGP Wealth Management
2503
JGP Wealth Management
Oregon
$612M +$41.7M +7% 5.83% 87.8% 152 3.95% 3.3
DGM
2504
Darwin Global Management
Jersey
$612M +$246M +67% 63.3% 2,582% 4 25% 0.4
Advisor OS
2505
Advisor OS
Illinois
$611M +$195M +47% 5.3% 61.2% 309 25.57% 1.4
FourWorld Capital Management
2506
FourWorld Capital Management
New York
$611M +$190M +45% 3.13% 132% 33 48.48% 0.6
RGREA
2507
Ranger Global Real Estate Advisors
Colorado
$611M -$150M -20% 0.34% 18% 37 16.22% 1.7
Portland Global Advisors
2508
Portland Global Advisors
Maine
$611M +$26.4M +5% 4.36% 43.4% 136 11.76% 6
Nekton Capital
2509
Nekton Capital
United Kingdom
$610M +$10.9M +2% 3.5% 30.1% 22 63.64% 0.3
TCG Crossover Management
2510
TCG Crossover Management
California
$610M +$96.8M +19% 32.3% 3,013% 24 16.67% 0.9
Private Capital Advisors
2511
Private Capital Advisors
Connecticut
$610M +$79.1M +15% 16.5% 132% 93 12.9% 5
Arden Trust
2512
Arden Trust
Delaware
$609M +$55.4M +10% 4.97% 22.5% 302 22.85% 4.6
Penobscot Investment Management
2513
Penobscot Investment Management
Massachusetts
$608M +$34.5M +6% 7.48% 103% 235 7.66% 6.1
Beverly Hills Private Wealth
2514
Beverly Hills Private Wealth
California
$608M +$286M +89% 5.44% 80% 331 19.94% 0.4
Baldwin Investment Management
2515
Baldwin Investment Management
Pennsylvania
$607M +$43.5M +8% 9.76% 74.8% 206 8.25% 4.7
Needham Investment Management
2516
Needham Investment Management
New York
$607M +$27.1M +5% 20.9% 424% 127 10.24% 4.5
Third Avenue Management
2517
Third Avenue Management
New York
$606M +$20.8M +4% 6.65% 113% 59 10.17% 4.5
Wealth Architects
2518
Wealth Architects
California
$606M +$41.2M +7% 5.42% 80.1% 200 9% 4.6
Stanley-Laman Group
2519
Stanley-Laman Group
Pennsylvania
$605M +$43.7M +8% 10.7% 114% 246 13.41% 1.8
Seven Eight Capital
2520
Seven Eight Capital
New York
$605M +$125M +26% 9.18% 13.6% 696 72.7% 0.2
Crosslink Capital
2521
Crosslink Capital
California
$605M +$112M +23% 37.7% 135% 19 15.79% 3.6
Absher Wealth Management
2522
Absher Wealth Management
North Carolina
$604M +$26.6M +5% 4.35% 54.5% 57 8.77% 2.8
Auxier Asset Management
2523
Auxier Asset Management
Oregon
$603M +$23.3M +4% 4.36% 71.7% 169 6.51% 7.1
Ropes Wealth Advisors
2524
Ropes Wealth Advisors
Massachusetts
$603M +$49.8M +9% 7.36% 71% 285 12.63% 5.1
WAM
2525
Warberg Asset Management
Illinois
$603M +$95.1M +19% 0.9% 65.3% 314 43.63% 0.7