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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)
Stanley-Laman Group
2601
Stanley-Laman Group
Pennsylvania
$984M +$170M +21% 35.6% 114% 327 18.96% 2.2
Central Pacific Bank - Trust Division
2602
Central Pacific Bank - Trust Division
Hawaii
$984M +$200M +26% 20% – 928 12.5% 1.6
Cheviot Value Management
2603
Cheviot Value Management
California
$984M -$11.6M -1% 2.73% 77.8% 449 6.9% 2
Marble Harbor Investment Counsel
2604
Marble Harbor Investment Counsel
Massachusetts
$984M +$61.1M +7% 12.1% 66.7% 203 6.9% 7.2
James Investment Research
2605
James Investment Research
Ohio
$984M +$92.5M +10% 15.9% 110% 385 9.35% 5
IAM
2606
Infinitum Asset Management
Florida
$983M +$182M +23% 38.9% – 24 29.17% 1
Greenline Partners
2607
Greenline Partners
New York
$983M +$52.8M +6% 5.78% 69.6% 152 7.24% 4
Twin Focus Capital Partners
2608
Twin Focus Capital Partners
Massachusetts
$983M +$112M +13% 18.2% 92.5% 177 6.21% 4.5
Hanson & Doremus Investment Management
2609
Hanson & Doremus Investment Management
Vermont
$983M +$113M +13% 18.7% 86.3% 552 15.58% 6.6
Cabot Wealth Management
2610
Cabot Wealth Management
Massachusetts
$982M +$113M +13% 14.5% 69.3% 152 15.13% 5.9
Van Cleef Asset Management
2611
Van Cleef Asset Management
Ohio
$981M +$52.3M +6% 9.3% 104% 119 0.84% 7.9
Stillwater Capital Advisors
2612
Stillwater Capital Advisors
Pennsylvania
$981M +$104M +12% 14.6% 121% 72 6.94% 6.1
Hill Investment Group Partners
2613
Hill Investment Group Partners
Missouri
$980M +$74.9M +8% 9.17% 50.6% 62 20.97% 2.5
Perseverance Asset Management International
2614
Perseverance Asset Management International
Cayman Islands
$979M +$70M +8% 21% 120% 25 40% 1.4
Parkman Healthcare Partners
2615
Parkman Healthcare Partners
Connecticut
$977M +$7.19M +0.7% 25% 306% 108 45.37% 1.3
KCM
2616
Kingdon Capital Management
New York
$976M +$65.1M +7% 29.1% 217% 100 59% 0.6
Arini Captial Management
2617
Arini Captial Management
United Kingdom
$975M +$341M +54% 10.7% – 28 78.57% 0.1
Family Management
2618
Family Management
New York
$975M +$141M +17% 12.7% 69% 357 23.81% 2.2
Patriot Financial Group Insurance Agency
2619
Patriot Financial Group Insurance Agency
Massachusetts
$974M -$800M -45% 18.5% 97.3% 727 36.04% 4
Seeds Investor
2620
Seeds Investor
New York
$973M +$239M +32% 22.8% – 411 22.63% 1.1
ZEGA Investments
2621
ZEGA Investments
Florida
$973M +$83.2M +9% 16.5% – 363 25.62% 0.6
RIA
2622
RPG Investment Advisory
California
$973M +$123M +14% 24.8% 186% 100 15% 4.4
Permanens Capital
2623
Permanens Capital
New York
$972M +$196M +25% 6.95% 76.9% 124 48.39% 1.1
Integrity Advisory Solutions
2624
Integrity Advisory Solutions
Texas
$972M +$215M +28% 12.6% – 381 34.91% 0.5
Troluce Capital Advisors
2625
Troluce Capital Advisors
Puerto Rico
$971M -$660M -40% 6.63% 61.1% 90 94.44% 0.1