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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)
Unison Advisors
2051
Unison Advisors
District of Columbia
$1.43B +$116M +9% 9.18% 57.8% 185 11.89% 3.6
Harbor Investment Advisory
2052
Harbor Investment Advisory
Maryland
$1.43B +$163M +13% 15% 97.5% 1,388 16.35% 3.8
Value Partners Investments
2053
Value Partners Investments
Manitoba, Canada
$1.43B +$121M +9% 9.35% 50.7% 110 10% 2.8
Hemenway Trust Hemenway Trust
2054
Hemenway Trust Hemenway Trust
New Hampshire
$1.43B +$188M +15% 26.5% 87.2% 141 8.51% 6.6
Washington Trust Bank
2055
Washington Trust Bank
Washington
$1.43B +$75.2M +6% 14.5% 80.5% 218 10.55% 6.2
AL
2056
Arnhold LLC
New York
$1.43B +$67.5M +5% 15.8% 164% 122 10.66% 5.2
VH
2057
V3 Holding
New York
$1.43B +$640M +81% 90.4% – 1 0% 1.5
Tompkins Financial
2058
Tompkins Financial
New York
$1.43B +$173M +14% 13.2% 84.4% 601 14.81% 5.6
Summit Financial Strategies
2059
Summit Financial Strategies
Ohio
$1.42B +$156M +12% 11.5% 59.4% 189 18.52% 4.2
United Asset Strategies
2060
United Asset Strategies
New York
$1.41B +$158M +13% 15.8% 111% 277 13.72% 4.4
Pale Fire Capital SE
2061
Pale Fire Capital SE
Czech Republic
$1.41B +$276M +24% 20.9% 223% 85 44.71% 0.6
Main Management Fund Advisors
2062
Main Management Fund Advisors
California
$1.41B +$223M +19% 10.4% 80% 10 60% 0.5
Nixon Peabody Trust
2063
Nixon Peabody Trust
Massachusetts
$1.41B +$155M +12% 15.5% 101% 186 18.28% 3.2
Magnus Financial Group
2064
Magnus Financial Group
New York
$1.41B +$182M +15% 13% 78.2% 417 16.79% 3.5
First Long Island Investors
2065
First Long Island Investors
New York
$1.41B +$178M +14% 20.4% 85.5% 80 21.25% 5.2
MidFirst Bank
2066
MidFirst Bank
Oklahoma
$1.41B +$202M +17% 22.1% – 975 8.31% 0.4
Sava Infond
2067
Sava Infond
Slovenia
$1.41B +$705M +100% 45.6% – 249 10.44% 1.2
Rizvi Traverse Management
2068
Rizvi Traverse Management
Florida
$1.41B – – 6% – 3 – 3.2
Novare Capital Management
2069
Novare Capital Management
North Carolina
$1.41B +$147M +12% 14.5% 76.5% 217 13.36% 4.6
GuardCap Asset Management
2070
GuardCap Asset Management
United Kingdom
$1.41B -$340M -19% 2.97% 21.9% 27 33.33% 6.6
Van Hulzen Asset Management
2071
Van Hulzen Asset Management
California
$1.41B +$59.7M +4% 13.9% 86.3% 414 18.84% 3.7
Axxion S.A.
2072
Axxion S.A.
Luxembourg
$1.41B – – 18.6% – 529 – 0
Weatherly Asset Management
2073
Weatherly Asset Management
California
$1.4B +$169M +14% 20.6% 116% 196 9.18% 7.9
Private Wealth Partners
2074
Private Wealth Partners
California
$1.4B +$105M +8% 21.6% 132% 195 19.49% 4.4
Retirement Investment Advisors
2075
Retirement Investment Advisors
Oklahoma
$1.4B +$160M +13% 10.4% – 71 12.68% 2.4