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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)
Goodnow Investment Group
1951
Goodnow Investment Group
Connecticut
$946M -$237M -20% 18.1% 131% 22 13.64% 3.5
American Assets Investment Management
1952
American Assets Investment Management
California
$945M +$16.6M +2% 2.49% 507% 182 6.59% 3.7
Baldwin Wealth Partners
1953
Baldwin Wealth Partners
Massachusetts
$944M -$56.2M -6% 5.15% 94.5% 707 14.99% 3.7
Van Hulzen Asset Management
1954
Van Hulzen Asset Management
California
$943M +$28.5M +3% 2.79% 86.3% 331 15.11% 2.5
NewSquare Capital
1955
NewSquare Capital
Pennsylvania
$943M -$898K -0.1% 0.96% 76.5% 485 37.11% 2.7
SIMS
1956
SPT Invest Management Sarl
Luxembourg
$943M -$69.6M -7% 6.66% – 2 0% 1.1
Vitruvian Partners
1957
Vitruvian Partners
United Kingdom
$942M -$979M -51% 35.4% 96.9% 8 0% 1
Central Securities
1958
Central Securities
New York
$942M -$65.2M -6% 0.78% 90.2% 32 6.25% 5.5
BRR OpCo
1959
BRR OpCo
Ohio
$941M +$17.6M +2% 2.98% 23.6% 232 15.52% 3.5
Capital Asset Advisory Services
1960
Capital Asset Advisory Services
Michigan
$940M -$2.36M -0.3% 3.76% 51% 648 20.52% 1.9
First Financial Bank - Trust Division
1961
First Financial Bank - Trust Division
Ohio
$940M -$49.3M -5% 4.73% 68.6% 187 4.81% 6.1
Atalaya Capital Management
1962
Atalaya Capital Management
New York
$940M -$80.1M -8% 2.87% 7.46% 444 12.61% 0.6
Charles-Lim Capital
1963
Charles-Lim Capital
Hong Kong
$939M -$359M -28% 27.4% 4.44% 11 45.45% 1.6
Eagle Ridge Investment Management
1964
Eagle Ridge Investment Management
Connecticut
$939M -$16.9M -2% 4.02% 28.2% 164 9.76% 4
TCV Trust & Wealth Management
1965
TCV Trust & Wealth Management
Virginia
$938M -$65.2M -7% 4.95% 75.3% 232 22.41% 5
Novare Capital Management
1966
Novare Capital Management
North Carolina
$938M -$48.3M -5% 4.32% 76.5% 186 19.89% 3.4
Middleton & Co
1967
Middleton & Co
Massachusetts
$937M -$89.5M -9% 6.82% 81.8% 168 8.33% 5.5
BDO Wealth Advisors
1968
BDO Wealth Advisors
Florida
$937M -$8.34M -0.9% 4.28% 38.3% 1,172 8.79% 2.2
Invenomic Capital Management
1969
Invenomic Capital Management
Massachusetts
$937M +$469M +100% 5.45% 6.61% 195 48.21% 0.6
Hilton Capital Management
1970
Hilton Capital Management
New York
$935M -$152M -14% 3.12% 58.2% 148 29.05% 1.7
BerganKDV Wealth Management
1971
BerganKDV Wealth Management
Minnesota
$935M -$22.5M -2% 4.34% 27.9% 1,137 12.66% 2.7
WFM Asia
1972
WFM Asia
British Virgin Islands
$935M -$195M -17% 30% 89.9% 10 20% 1.9
EJF Capital
1973
EJF Capital
Virginia
$935M -$188M -17% 1.89% 127% 308 67.86% 1.4
Himension Capital (Singapore)
1974
Himension Capital (Singapore)
Singapore
$934M -$373M -29% 29.3% 492% 16 25% 0.8
VC
1975
Vision Capital
Ontario, Canada
$934M +$479M +105% 8.34% 19.8% 18 55.56% 0.7