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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)
First Long Island Investors
1926
First Long Island Investors
New York
$1.34B +$70.7M +6% 6.94% 85.5% 72 13.89% 5.4
Schaper Benz & Wise Investment Counsel
1927
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.34B +$41M +3% 6.24% 94.2% 161 10.56% 6.7
KCM
1928
Kynam Capital Management
New Jersey
$1.34B +$414M +45% 40.9% 320% 36 16.67% 1.7
WGI DM
1929
WGI DM
Massachusetts
$1.34B +$372M +38% 2.34% – 7 28.57% 0.4
Strategic Wealth Partners
1930
Strategic Wealth Partners
Ohio
$1.34B +$68.8M +5% 7.93% – 1,393 22.9% 1
Blue Chip Partners
1931
Blue Chip Partners
Michigan
$1.34B +$110M +9% 8.29% 81.2% 171 9.36% 5.2
ET
1932
Entropy Technologies
New York
$1.34B +$78.2M +6% 6.93% – 1,142 65.76% 0.3
Silver Oak Securities
1933
Silver Oak Securities
Tennessee
$1.34B +$105M +8% 7.54% 73.4% 833 26.05% 1.5
Fusion Family Wealth
1934
Fusion Family Wealth
New York
$1.33B +$152M +13% 7.2% 58.2% 49 8.16% 5
PWMAG
1935
Pinnacle Wealth Management Advisory Group
New Jersey
$1.33B +$128M +11% 8.34% 90.7% 413 11.38% 4.1
YCG LLC
1936
YCG LLC
Texas
$1.33B +$37.8M +3% 0.07% 27% 38 7.89% 6.8
Sozo Ventures GP II
1937
Sozo Ventures GP II
California
$1.33B +$471M +55% 60.1% 8.44% 1 0% 1.5
1607 Capital Partners
1938
1607 Capital Partners
Virginia
$1.33B +$93.4M +8% 3.67% 28.5% 129 13.18% 4.7
Lakewood Capital Management
1939
Lakewood Capital Management
New York
$1.33B -$14.5M -1% 3.87% 45.4% 60 25% 2.3
Campbell & Co Investment Adviser
1940
Campbell & Co Investment Adviser
Maryland
$1.32B -$263M -17% 6.04% 31% 1,434 50.07% 0.5
J. Stern & Co
1941
J. Stern & Co
United Kingdom
$1.32B +$151M +13% 7.59% – 44 20.45% 1.3
Coastal Bridge Advisors
1942
Coastal Bridge Advisors
Connecticut
$1.32B +$107M +9% 9.36% 88.1% 490 15.51% 2
Atom Investors
1943
Atom Investors
Texas
$1.32B +$191M +17% 6.76% 83.4% 871 65.56% 0.4
Austin Private Wealth
1944
Austin Private Wealth
Texas
$1.32B +$49.2M +4% 7.44% 62.3% 332 12.95% 2.3
Washington Trust Advisors
1945
Washington Trust Advisors
Massachusetts
$1.31B +$82.3M +7% 7.3% 106% 715 14.97% 2.7
Generali Investments CEE
1946
Generali Investments CEE
Czech Republic
$1.31B +$97.7M +8% 7.46% – 400 8.5% 0.7
Novare Capital Management
1947
Novare Capital Management
North Carolina
$1.31B +$82.6M +7% 8.12% 76.5% 206 11.17% 4.8
WBH Advisory
1948
WBH Advisory
Maryland
$1.31B +$136M +12% 6.33% 57.6% 353 8.22% 6.2
Vicus Capital
1949
Vicus Capital
Pennsylvania
$1.31B +$106M +9% 6.99% 59.6% 300 22.67% 3.5
Keystone Financial Group (Kentucky)
1950
Keystone Financial Group (Kentucky)
Kentucky
$1.31B +$200M +18% 11.6% 116% 483 23.19% 2.2