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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)
Charles-Lim Capital
1676
Charles-Lim Capital
Hong Kong
$1.3B +$378M +41% 21.1% 4.44% 10 50% 1.7
Ethic Inc
1677
Ethic Inc
New York
$1.3B +$320M +33% 11.9% 145% 701 18.54% 1
GMT Capital
1678
GMT Capital
Georgia
$1.3B +$163M +14% 8.32% 200% 69 47.83% 2.4
Community Trust & Investment
1679
Community Trust & Investment
Kentucky
$1.3B +$99.3M +8% 9.39% 123% 118 5.08% 2.5
First Merchants Corp
1680
First Merchants Corp
Indiana
$1.3B -$275M -18% 10.5% 55.6% 246 7.72% 4.8
Main Street Research
1681
Main Street Research
Connecticut
$1.3B +$152M +13% 12.6% 232% 151 15.23% 3.1
Laurel Wealth Advisors (California)
1682
Laurel Wealth Advisors (California)
California
$1.29B +$749M +138% 9.89% 33% 792 47.85% 1.7
Kimmeridge Energy Management
1683
Kimmeridge Energy Management
New York
$1.29B +$292M +29% 3.11% 19.7% 6 66.67% 0.3
Alta Park Capital
1684
Alta Park Capital
California
$1.29B -$74.3M -5% 5.62% 1,071% 38 42.11% 1.6
Gladstone Institutional Advisory
1685
Gladstone Institutional Advisory
Florida
$1.29B +$267M +26% 7.78% 85.6% 647 24.42% 1.1
Norris Perne & French
1686
Norris Perne & French
Michigan
$1.29B +$125M +11% 12% 91.1% 151 13.91% 3.8
Rothschild Investment LLC
1687
Rothschild Investment LLC
Illinois
$1.29B +$98.3M +8% 8.84% 99.4% 529 11.91% 4
Connecticut Wealth Management
1688
Connecticut Wealth Management
Connecticut
$1.29B +$141M +12% 7.99% 70.2% 208 11.06% 1.8
Sageworth Trust
1689
Sageworth Trust
Pennsylvania
$1.29B +$38.7M +3% 5.77% 72% 880 4.89% 0.9
Sandhill Capital Partners
1690
Sandhill Capital Partners
New York
$1.29B +$40.6M +3% 5.43% 64.9% 102 15.69% 3.5
Advisor Resource Council
1691
Advisor Resource Council
Texas
$1.29B +$956M +290% 7.77% 74.7% 589 64.69% 0.2
Foster & Motley
1692
Foster & Motley
Ohio
$1.29B +$84M +7% 6.53% 68.8% 355 7.61% 3.4
Index Venture Associates VI
1693
Index Venture Associates VI
Jersey
$1.28B -$1.76B -58% 57.8% 312% 1 0% 0.3
SouthState Corp
1694
SouthState Corp
Florida
$1.28B +$95.9M +8% 9.3% 78.9% 748 26.6% 2.2
Hamilton Capital
1695
Hamilton Capital
Ohio
$1.28B +$126M +11% 5.66% – 155 45.81% 0.8
Avity Investment Management
1696
Avity Investment Management
Connecticut
$1.28B +$98.1M +8% 9.99% 119% 97 14.43% 4.4
P2 Capital Partners
1697
P2 Capital Partners
New York
$1.28B +$96.2M +8% 12.8% 7.96% 24 29.17% 2.4
CBIZ Investment Advisory Services
1698
CBIZ Investment Advisory Services
Ohio
$1.28B +$90.7M +8% 4.14% 48.7% 34 100% 1.6
River Global Investors
1699
River Global Investors
United Kingdom
$1.28B -$5.62M -0.4% 1.33% 49.7% 164 14.63% 2.5
Context Capital Management
1700
Context Capital Management
California
$1.28B +$302M +31% 8.38% 3.83% 701 53.5% 0.4