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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)
Auxier Asset Management
2526
Auxier Asset Management
Oregon
$586M -$16.6M -3% 1.84% 71.7% 170 4.71% 7.3
VCM
2527
Violich Capital Management
California
$586M -$34.5M -6% 0.68% 111% 111 15.32% 6.8
Stanley-Laman Group
2528
Stanley-Laman Group
Pennsylvania
$586M -$19.4M -3% 1.79% 114% 250 13.2% 1.9
Rodgers Brothers
2529
Rodgers Brothers
Pennsylvania
$586M +$17.9M +3% 2.54% 108% 222 8.56% 5.6
XTX Topco
2530
XTX Topco
Cayman Islands
$586M +$27.7M +5% 5.19% 87.3% 2,170 68.06% 0.2
Kingswood Wealth Advisors
2531
Kingswood Wealth Advisors
California
$585M +$271M +87% 2.69% 134% 487 59.55% 0.1
SCM
2532
Somerset Capital Management
United Kingdom
$585M -$45.9M -7% 1.63% 7.5% 10 20% 3.1
Permanens Capital
2533
Permanens Capital
New York
$585M +$150M +35% 2.01% 76.9% 45 37.78% 2
Lodestar Private Asset Management
2534
Lodestar Private Asset Management
California
$584M -$11.8M -2% 3.96% 64.4% 202 7.92% 0.7
Navellier & Associates
2535
Navellier & Associates
Nevada
$584M +$70.5M +14% 1.52% 361% 353 38.81% 1.4
Olstein Capital Management
2536
Olstein Capital Management
New York
$583M -$35.2M -6% 8.22% 16.6% 100 3% 5.5
Compass Ion Advisors
2537
Compass Ion Advisors
Pennsylvania
$583M +$189M +48% 3.07% 75.6% 226 65.93% 0.7
Twele Capital Management
2538
Twele Capital Management
Minnesota
$583M -$37.5M -6% 3.94% 37.1% 41 4.88% 7.6
Massachusetts Institute of Technology
2539
Massachusetts Institute of Technology
Massachusetts
$581M -$87.9M -13% 3.89% 35.7% 11 54.55% 2
Kohmann Bosshard Financial Services
2540
Kohmann Bosshard Financial Services
Ohio
$581M +$608K +0.1% 3.46% 42.8% 191 7.33% 2.9
Alpha Omega Wealth Management
2541
Alpha Omega Wealth Management
Virginia
$580M -$11.9M -2% 0.06% 65.9% 207 4.35% 5.4
Crewe Advisors
2542
Crewe Advisors
Utah
$578M -$134M -19% 3.43% 96.1% 946 46.93% 1.6
RR Advisors
2543
RR Advisors
Texas
$578M +$30.5M +6% 8.13% 115% 22 22.73% 3.2
Arete Wealth Advisors
2544
Arete Wealth Advisors
Illinois
$578M -$554M -49% 2.99% 85.3% 758 45.65% 2
Common Fund For Nonprofit Organizations
2545
Common Fund For Nonprofit Organizations
Connecticut
$576M -$59.1M -9% 3.85% 70.8% 11 18.18% 1.8
De Burlo Group
2546
De Burlo Group
Massachusetts
$576M -$25.4M -4% 2.49% 147% 86 5.81% 2.8
Stewart & Patten Company
2547
Stewart & Patten Company
California
$576M -$36.4M -6% 5.2% 27.5% 92 8.7% 7
CBT
2548
Central Bank & Trust
Kentucky
$575M -$14.8M -3% 1.63% 118% 339 5.9% 5.8
Keebeck Wealth Management
2549
Keebeck Wealth Management
Illinois
$574M -$154M -21% 4.04% 81.3% 277 14.44% 2.2
Talbot Financial
2550
Talbot Financial
Washington
$574M -$14.3M -2% 2.17% 118% 59 8.47% 0.7