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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)
Cat Rock Capital Management
1551
Cat Rock Capital Management
Connecticut
$963M +$16.1M +2% 8.9% 66.7% 14 42.86% 1.2
CBIZ Investment Advisory Services
1552
CBIZ Investment Advisory Services
Ohio
$962M +$54.4M +6% 5.72% 48.7% 110 0% 0.7
Altium Wealth Management
1553
Altium Wealth Management
New York
$962M +$71.9M +8% 7.77% 24.9% 352 10.51% 1.6
Next Century Growth Investors
1554
Next Century Growth Investors
Minnesota
$961M +$82.3M +9% 25% 447% 133 12.03% 2.1
IFLIT
1555
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$960M +$67.8M +8% 11% 45.7% 21 23.81% 3.6
BOK Financial Private Wealth
1556
BOK Financial Private Wealth
Colorado
$960M +$4.06M +0.4% 7.49% 61.8% 179 16.76% 2.5
Avity Investment Management
1557
Avity Investment Management
Connecticut
$960M +$69M +8% 8.99% 119% 73 8.22% 4.6
Petrus Trust Company
1558
Petrus Trust Company
Texas
$959M +$101M +12% 7.73% 36.9% 404 72.52% 0.8
O'Shares Investment Advisers
1559
O'Shares Investment Advisers
Massachusetts
$959M +$162M +20% 11.8% 71.8% 353 49.01% 0.9
SouthState Corp
1560
SouthState Corp
Florida
$958M +$142M +17% 8.45% 90.3% 351 35.33% 3.3
Avenir Corporation
1561
Avenir Corporation
Virginia
$958M +$80.2M +9% 10.1% 34.4% 70 11.43% 4.2
Woodley Farra Manion Portfolio Management
1562
Woodley Farra Manion Portfolio Management
Indiana
$958M +$961K +0.1% 9.73% 70.2% 448 81.92% 3.7
Capital Growth Management
1563
Capital Growth Management
Massachusetts
$957M +$96.5M +11% 33% 422% 69 73.91% 0.2
CGM Trust
1564
CGM Trust
Massachusetts
$957M – – 33% – 46 – 0
6 Meridian
1565
6 Meridian
Kansas
$957M +$13.3M +1% 3.47% 45.7% 420 55.95% 1.2
Venrock Management VI
1566
Venrock Management VI
California
$957M +$93.1M +11% 39.6% – 3 66.67% 0.1
Cumberland Partners
1567
Cumberland Partners
Ontario, Canada
$956M -$7.47M -0.8% 9.34% 101% 168 18.45% 2.1
Guinness Asset Management
1568
Guinness Asset Management
United Kingdom
$955M +$110M +13% 6.85% 83.6% 110 26.36% 4.4
World Asset Management
1569
World Asset Management
Michigan
$955M +$56.9M +6% 10.4% 85% 817 7.71% 5.3
Summit Securities Group
1570
Summit Securities Group
New York
$954M +$150M +19% 10.2% 149% 539 59.37% 0.5
Deroy & Devereaux Private Investment Counsel
1571
Deroy & Devereaux Private Investment Counsel
Michigan
$953M +$47.4M +5% 6.36% 135% 151 9.93% 3.7
CPWM LLC
1572
CPWM LLC
Washington
$952M +$72.4M +8% 10.4% 36.6% 280 9.64% 3.4
Lombard Odier Asset Management (Switzerland)
1573
Lombard Odier Asset Management (Switzerland)
Switzerland
$951M +$305M +47% 9.52% 135% 376 65.43% 0.7
RWA Wealth Partners
1574
RWA Wealth Partners
Massachusetts
$951M +$133M +16% 7.53% 58.4% 235 20% 2.3
Caxton Associates (New York)
1575
Caxton Associates (New York)
New York
$950M -$195M -17% 7.77% 73.9% 594 76.6% 0.2