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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)
American Assets Capital Advisers
2951
American Assets Capital Advisers
California
$413M -$95.8M -19% 1.36% 73.5% 38 26.32% 2.7
Permanens Capital
2952
Permanens Capital
New York
$413M -$30.9M -7% 11.5% 76.9% 38 28.95% 3.4
Y.D. More Investments
2953
Y.D. More Investments
Israel
$413M – – 4.59% 305% 407 – 0
Pier 88 Investment Partners
2954
Pier 88 Investment Partners
California
$413M -$7.99M -2% 2.71% 36.1% 103 13.59% 1.9
Tiger Pacific Capital
2955
Tiger Pacific Capital
New York
$413M -$43.4M -10% 18.1% 84.5% 15 46.67% 1.3
Montecito Bank & Trust
2956
Montecito Bank & Trust
California
$412M +$28.2M +7% 8.99% – 242 7.02% 5
CVA Family Office
2957
CVA Family Office
Colorado
$412M +$44M +12% 10.1% 71.6% 1,034 21.47% 1.4
Ironwood Investment Counsel
2958
Ironwood Investment Counsel
Arizona
$412M +$62.1M +18% 9.76% 64% 216 20.37% 4.5
Canal Capital Management
2959
Canal Capital Management
Virginia
$412M +$69.5M +20% 9.23% 67.8% 160 22.5% 3.2
Curated Wealth Partners
2960
Curated Wealth Partners
California
$412M +$71.7M +21% 21.3% 39.9% 137 13.14% 1.4
Geisinger Health
2961
Geisinger Health
Pennsylvania
$412M – – 5.74% – 5 – 0
Columbia Asset Management
2962
Columbia Asset Management
Michigan
$412M +$31.4M +8% 11.6% 94.1% 185 15.14% 5.7
Center for Financial Planning
2963
Center for Financial Planning
Michigan
$411M +$36.8M +10% 10.1% 64.4% 683 23.13% 2.3
TBH Global Asset Management
2964
TBH Global Asset Management
Tennessee
$411M +$21.2M +5% 8.62% 70.7% 176 18.18% 2
Dow Chemical Company
2965
Dow Chemical Company
Michigan
$411M -$223M -35% 23.2% 29.4% 11 54.55% 2.3
TIM
2966
Total Investment Management
Arizona
$411M -$84.7M -17% 8.21% 44.4% 61 14.75% 2.5
Main Street Research
2967
Main Street Research
Connecticut
$411M -$43.4M -10% 12.1% 232% 104 12.5% 4.2
Family Management
2968
Family Management
New York
$410M +$21.6M +6% 5.5% 69% 193 29.53% 2.2
Realta Investment Advisors
2969
Realta Investment Advisors
Delaware
$410M +$28.8M +8% 7.17% 151% 887 12.74% 1.3
Meritech Capital Associates V
2970
Meritech Capital Associates V
California
$410M -$176M -30% 14.1% 133% 7 0% 1.4
Redpoint Management
2971
Redpoint Management
California
$410M +$112M +38% 9.82% 20.6% 8 0% 0.9
DCM
2972
Divisar Capital Management
California
$409M +$69.3M +20% 16.5% 194% 32 9.38% 2.5
Radnor Capital Management
2973
Radnor Capital Management
Pennsylvania
$409M +$63.9M +19% 15.9% 96.9% 246 8.94% 1.9
Fund Management at Engine No 1
2974
Fund Management at Engine No 1
California
$409M +$69M +20% 9.49% – 374 15.78% 0.6
Readystate Asset Management
2975
Readystate Asset Management
Illinois
$408M – – 0.52% 43.4% 83 – 0