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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 Time
Held (Qtrs)
JIR
2601
James Investment Research
Ohio
$984M +$92.5M +10% 15.9% 107% 385 9.35% 20
IAM
2602
Infinitum Asset Management
Florida
$983M +$182M +23% 38.9% – 24 29.17% 4.1
GP
2603
Greenline Partners
New York
$983M +$52.8M +6% 5.78% 69.6% 152 7.24% 16.2
TFCP
2604
Twin Focus Capital Partners
Massachusetts
$983M +$112M +13% 18.2% 92.5% 177 6.21% 18.2
HDIM
2605
Hanson & Doremus Investment Management
Vermont
$983M +$113M +13% 18.7% 80.8% 552 15.58% 26.5
CWM
2606
Cabot Wealth Management
Massachusetts
$982M +$113M +13% 14.5% 69.3% 152 15.13% 23.6
VCAM
2607
Van Cleef Asset Management
Ohio
$981M +$52.3M +6% 9.3% 87.3% 119 0.84% 31.7
SCA
2608
Stillwater Capital Advisors
Pennsylvania
$981M +$104M +12% 14.6% 121% 72 6.94% 24.4
HIGP
2609
Hill Investment Group Partners
Missouri
$980M +$74.9M +8% 9.17% 50.6% 62 20.97% 10
PAMI
2610
Perseverance Asset Management International
Cayman Islands
$979M +$70M +8% 21% 120% 25 40% 5.6
PHP
2611
Parkman Healthcare Partners
Connecticut
$977M +$7.19M +0.7% 25% 306% 108 45.37% 5.1
KCM
2612
Kingdon Capital Management
New York
$976M +$65.1M +7% 29.1% 217% 100 59% 2.3
ACM
2613
Arini Captial Management
United Kingdom
$975M +$341M +54% 10.7% – 28 78.57% 0.3
FM
2614
Family Management
New York
$975M +$141M +17% 12.7% 69% 357 23.81% 8.6
PFGIA
2615
Patriot Financial Group Insurance Agency
Massachusetts
$974M -$800M -45% 18.5% 87% 727 36.04% 16.1
SI
2616
Seeds Investor
New York
$973M +$239M +32% 22.8% – 411 22.63% 4.5
ZI
2617
ZEGA Investments
Florida
$973M +$83.2M +9% 16.5% – 363 25.62% 2.3
RIA
2618
RPG Investment Advisory
California
$973M +$144M +17% 24.8% 155% 100 15% 17.8
PC
2619
Permanens Capital
New York
$972M +$196M +25% 6.95% 76.9% 124 48.39% 4.4
IAS
2620
Integrity Advisory Solutions
Texas
$972M +$215M +28% 12.6% – 381 34.91% 2
TCA
2621
Troluce Capital Advisors
Puerto Rico
$971M -$660M -40% 6.63% 61.1% 90 94.44% 0.2
EWM
2622
Evermay Wealth Management
Virginia
$971M +$68.9M +8% 10.3% 56.2% 695 20.86% 16.1
MWM
2623
Marietta Wealth Management
Georgia
$971M +$129M +15% 13.6% 83.8% 137 8.76% 18.3
NI
2624
Noked Israel
Israel
$970M +$293M +43% 37.8% 265% 14 28.57% 5.8
RWM
2625
RMG Wealth Management
Wisconsin
$969M +$103M +12% 12.8% – 804 53.11% 1.9