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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)
GIM
2551
Greylin Investment Management
Virginia
$518M -$64.7M -11% 9.69% 52.1% 88 20.45% 4.7
Taikang Asset Management (HK)
2552
Taikang Asset Management (HK)
Hong Kong
$517M -$70.4M -12% 10.1% 172% 76 18.42% 2.9
Clean Energy Transition
2553
Clean Energy Transition
United Kingdom
$517M -$70.3M -12% 12.6% 129% 14 28.57% 0.4
Evermay Wealth Management
2554
Evermay Wealth Management
Virginia
$515M -$81.2M -14% 12.2% 56.2% 580 13.45% 1.9
Absher Wealth Management
2555
Absher Wealth Management
North Carolina
$514M -$71.4M -12% 13.9% 54.5% 55 10.91% 2.2
Shepherd Financial Partners
2556
Shepherd Financial Partners
Massachusetts
$514M -$46.5M -8% 13.7% 78% 171 13.45% 2.7
Enterprise Financial Services Corp (EFSC)
2557
Enterprise Financial Services Corp (EFSC)
Missouri
$513M -$96M -16% 11.4% 100% 317 19.24% 5.1
Dean Investment Associates
2558
Dean Investment Associates
Ohio
$513M -$44.5M -8% 7.24% 63.5% 237 9.28% 3.5
RR Advisors
2559
RR Advisors
Texas
$513M -$66.7M -12% 10.5% 115% 24 37.5% 3
L1 Capital
2560
L1 Capital
Australia
$513M -$313M -38% 21.2% 127% 17 64.71% 0.7
Wealth Architects
2561
Wealth Architects
California
$512M -$76.6M -13% 13.6% 80.1% 214 18.69% 4.1
Founders Financial Securities
2562
Founders Financial Securities
Maryland
$512M -$52.9M -9% 10.5% 64.3% 305 29.51% 1.6
NTV Asset Management
2563
NTV Asset Management
West Virginia
$511M -$85.1M -14% 12.2% 110% 263 8.37% 4.9
MIC Capital Management (UK)
2564
MIC Capital Management (UK)
United Kingdom
$511M -$2.62M -0.5% 17.8% 67.2% 28 32.14% 0.4
Intelligence Driven Advisers
2565
Intelligence Driven Advisers
California
$510M -$37M -7% 13% 65.6% 105 21.9% 1.3
Verus Capital Partners
2566
Verus Capital Partners
Arizona
$510M -$133M -21% 16.2% 139% 344 19.77% 1.9
CLCM
2567
Crawford Lake Capital Management
New Jersey
$510M +$270M +112% 11.6% 571% 70 95.71% 0.1
Tortoise Investment Management
2568
Tortoise Investment Management
New York
$510M -$30.2M -6% 11.4% 40.2% 768 13.15% 4
Institute for Wealth Management
2569
Institute for Wealth Management
Colorado
$509M -$109M -18% 16.9% 137% 567 10.93% 2.5
Moody Aldrich Partners
2570
Moody Aldrich Partners
Massachusetts
$509M -$202M -28% 16.6% 336% 170 28.24% 1.5
VR Adviser
2571
VR Adviser
New York
$508M -$109M -18% 12.6% 1,698% 34 41.18% 0.8
Crake Asset Management
2572
Crake Asset Management
United Kingdom
$508M -$787M -61% 21.3% 52.7% 25 48% 1.2
MAK Capital One
2573
MAK Capital One
New York
$507M +$29.7M +6% 3.18% 200% 14 21.43% 2
Bell Asset Management
2574
Bell Asset Management
Australia
$507M -$74.1M -13% 14.8% 45.3% 58 1.72% 3
Rodgers Brothers
2575
Rodgers Brothers
Pennsylvania
$506M -$51M -9% 8.47% 108% 202 7.43% 5.4