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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)
INVST
2526
INVST
Indiana
$633M +$22.3M +4% 0.9% 78.5% 208 9.13% 1.3
Crestview Partners III
2527
Crestview Partners III
New York
$633M -$39.5M -6% 5.65% 51.2% 2 0% 3.5
Chiron Investment Management
2528
Chiron Investment Management
New York
$632M -$198M -24% 1.45% 104% 134 74.63% 0.2
Berkshire Money Management
2529
Berkshire Money Management
Massachusetts
$630M +$8.36M +1% 0.4% 61.8% 29 17.24% 3
JLB & Associates
2530
JLB & Associates
Michigan
$630M -$12.1M -2% 1.43% 69.9% 78 8.97% 5.5
Sunriver Management
2531
Sunriver Management
Connecticut
$629M +$41.5M +7% 5.5% 9.27% 26 42.31% 0.8
Darwin Wealth Management
2532
Darwin Wealth Management
Florida
$625M +$11M +2% 0.36% 56.8% 184 15.76% 2.2
Whitney & Co
2533
Whitney & Co
New York
$625M -$28K -0% 0.74% 93.2% 133 8.27% 3.8
Institutional & Family Asset Management
2534
Institutional & Family Asset Management
Colorado
$625M +$18.5M +3% 0.55% 19% 1,008 13.39% 2.5
Foster Victor Wealth Advisors
2535
Foster Victor Wealth Advisors
South Carolina
$625M +$26M +4% 0.79% 78.2% 157 16.56% 1.7
Baxter Bros Inc
2536
Baxter Bros Inc
Connecticut
$625M -$6.36M -1% 0.06% 73.8% 141 25.53% 4.7
Ropes Wealth Advisors
2537
Ropes Wealth Advisors
Massachusetts
$624M -$8.14M -1% 6.77% 71% 281 7.12% 4.4
Atlas Capital Advisors
2538
Atlas Capital Advisors
Wyoming
$624M +$26.6M +4% 0.77% – 994 9.66% 1.2
Clear Creek Financial Management
2539
Clear Creek Financial Management
Washington
$623M -$23.5M -4% 1.61% 86.1% 382 28.27% 0.3
Avalon Global Asset Management
2540
Avalon Global Asset Management
California
$622M +$22.5M +4% 2.5% 278% 66 39.39% 1.9
VCM
2541
Violich Capital Management
California
$622M +$25.9M +4% 1.4% 111% 127 8.66% 4.6
Academy Capital Management
2542
Academy Capital Management
Texas
$622M +$376M +153% 2.93% 71.2% 41 36.59% 2
Technology Crossover Management VII
2543
Technology Crossover Management VII
California
$622M -$165M -21% 5.82% 35.2% 2 0% 3.8
West Coast Financial
2544
West Coast Financial
California
$621M +$8.07M +1% 0.54% 22.2% 137 5.84% 4
Bardin Hill Management Partners
2545
Bardin Hill Management Partners
New York
$619M +$49.8M +9% 7.75% 214% 119 45.38% 0.5
Mechanics Bank - Trust Department
2546
Mechanics Bank - Trust Department
California
$618M +$8.64M +1% 0.34% 76.8% 177 1.69% 5
Granite Investment Advisors
2547
Granite Investment Advisors
New Hampshire
$618M -$21.2M -3% 0.13% 55.6% 192 11.46% 3.8
De Burlo Group
2548
De Burlo Group
Massachusetts
$617M -$11.4M -2% 3.95% 147% 100 21% 3.4
WAM
2549
Warberg Asset Management
Illinois
$617M +$101M +20% 1.57% 65.3% 231 36.8% 0.3
Oasis Management Company
2550
Oasis Management Company
Cayman Islands
$616M +$82.4M +15% 5.5% 368% 99 41.41% 0.4