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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
GIG
1951
Goodnow Investment Group
Connecticut
$946M -$237M -20% 18.1% 131% 22 13.64%
AAIM
1952
American Assets Investment Management
California
$945M +$16.6M +2% 2.49% 507% 182 6.59%
BWP
1953
Baldwin Wealth Partners
Massachusetts
$944M -$56.2M -6% 5.15% 85.9% 707 14.99%
VHAM
1954
Van Hulzen Asset Management
California
$943M +$28.5M +3% 2.79% 86.3% 331 15.11%
NC
1955
NewSquare Capital
Pennsylvania
$943M -$898K -0.1% 0.96% 76.5% 485 37.11%
SIMS
1956
SPT Invest Management Sarl
Luxembourg
$943M -$69.6M -7% 6.66% 2 0%
VP
1957
Vitruvian Partners
United Kingdom
$942M -$979M -51% 35.4% 64.3% 8 0%
CS
1958
Central Securities
New York
$942M -$65.2M -6% 0.78% 90.2% 32 6.25%
BO
1959
BRR OpCo
Ohio
$941M +$17.6M +2% 2.98% 23.6% 232 15.52%
CAAS
1960
Capital Asset Advisory Services
Michigan
$940M -$2.36M -0.3% 3.76% 51% 648 20.52%
FFBTD
1961
First Financial Bank - Trust Division
Ohio
$940M -$49.3M -5% 4.73% 62.6% 187 4.81%
ACM
1962
Atalaya Capital Management
New York
$940M -$80.1M -8% 2.87% 7.46% 444 12.61%
CLC
1963
Charles-Lim Capital
Hong Kong
$939M -$359M -28% 27.4% 4.44% 11 45.45%
ERIM
1964
Eagle Ridge Investment Management
Connecticut
$939M -$16.9M -2% 4.02% 28.2% 164 9.76%
TTWM
1965
TCV Trust & Wealth Management
Virginia
$938M -$65.2M -7% 4.95% 69% 232 22.41%
NCM
1966
Novare Capital Management
North Carolina
$938M -$48.3M -5% 4.32% 76.5% 186 19.89%
MC
1967
Middleton & Co
Massachusetts
$937M -$89.5M -9% 6.82% 69.7% 168 8.33%
BWA
1968
BDO Wealth Advisors
Florida
$937M -$8.34M -0.9% 4.28% 38.3% 1,172 8.79%
ICM
1969
Invenomic Capital Management
Massachusetts
$937M +$469M +100% 5.45% 6.61% 195 48.21%
HCM
1970
Hilton Capital Management
New York
$935M -$152M -14% 3.12% 58.2% 148 29.05%
BWM
1971
BerganKDV Wealth Management
Minnesota
$935M -$22.5M -2% 4.34% 27.9% 1,137 12.66%
WA
1972
WFM Asia
British Virgin Islands
$935M -$195M -17% 30% 89.9% 10 20%
EC
1973
EJF Capital
Virginia
$935M -$188M -17% 1.89% 127% 308 67.86%
HCS
1974
Himension Capital (Singapore)
Singapore
$934M -$373M -29% 29.3% 492% 16 25%
VC
1975
Vision Capital
Ontario, Canada
$934M +$479M +105% 8.34% 19.8% 18 55.56%