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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)
Tolleson Wealth Management
4076
Tolleson Wealth Management
Texas
$145M +$586K +0.4% 3.5% 56.2% 46 4.35% 0.5
American Asset Management
4077
American Asset Management
Florida
$145M +$12.7M +10% 5.31% 42.5% 125 21.6% 1.7
Knightsbridge Asset Management
4078
Knightsbridge Asset Management
California
$145M +$14.1M +11% 4.01% 150% 30 13.33% 2.5
AIA
4079
AIMZ Investment Advisors
California
$145M -$686K -0.5% 1.55% 81.3% 102 6.86% 3.7
TWS
4080
Thomas W. Smith
$145M +$10.8M +8% 9.35% – 10 0% 5.3
Sagil Capital
4081
Sagil Capital
United Kingdom
$145M +$15.4M +12% 4.73% 104% 28 46.43% 0.6
Cabot-Wellington
4082
Cabot-Wellington
Massachusetts
$145M -$1.64M -1% 2.61% 65% 9 0% 5.3
Aldebaran Financial
4083
Aldebaran Financial
$145M +$2.54M +2% 4.15% 89.7% 103 13.59% 3.8
AB
4084
Atlas Brown
Kentucky
$145M +$3.54M +3% 2.42% 115% 153 5.88% 3.8
LBC
4085
Lawrence B. Cohen
$145M +$2.43M +2% 3.02% 41.8% 74 9.46% 4
CAM
4086
Crown Advisors Management
California
$144M +$11.3M +8% 9.19% 284% 57 36.84% 0.8
Sage Capital Advisors
4087
Sage Capital Advisors
South Dakota
$144M -$11.1M -7% 2.3% 105% 106 20.75% 1.3
Wolf Group Capital Advisors
4088
Wolf Group Capital Advisors
Virginia
$144M -$1.08M -0.7% 4.28% 28.2% 85 5.88% 2.2
Sonata Capital Group
4089
Sonata Capital Group
Washington
$144M +$10.1M +8% 2.91% 66.5% 111 16.22% 3.4
Palisades Hudson Asset Management
4090
Palisades Hudson Asset Management
Florida
$144M -$10.5M -7% 2.74% 66.8% 104 9.62% 4.2
Rho Capital Partners
4091
Rho Capital Partners
New York
$144M +$49.7M +53% 1.55% – 6 33.33% 2.4
RWG
4092
Regal Wealth Group
California
$144M +$5.16M +4% 2.61% 17% 174 5.75% 2.7
Taylor Frigon Capital Management
4093
Taylor Frigon Capital Management
Arizona
$144M +$15.6M +12% 6.86% 131% 90 12.22% 2.6
ADW Capital Management
4094
ADW Capital Management
Florida
$144M -$64M -31% 8.48% 78.2% 5 40% 0.3
RCM
4095
RVB Capital Management
New York
$144M -$12.1M -8% 0.45% 10.4% 54 59.26% 0.4
JRM Investment Counsel
4096
JRM Investment Counsel
Nebraska
$144M +$6.86M +5% 5.39% 65.5% 29 6.9% 3.3
Unified Trust Company
4097
Unified Trust Company
Kentucky
$144M +$10.1M +8% 4.61% 69.7% 50 0% 0.5
HPC
4098
Hobart Private Capital
North Carolina
$144M +$11.8M +9% 1.96% 60% 181 32.04% 0.9
Addison Capital
4099
Addison Capital
Pennsylvania
$143M +$11.9M +9% 6.6% 59.7% 139 29.5% 2.8
Bain Capital Credit
4100
Bain Capital Credit
Massachusetts
$143M +$72.4M +102% 6.24% 14.4% 20 25% 0.9