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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)
Arax Advisory Partners
2201
Arax Advisory Partners
Colorado
$634M -$26.5M -4% 4.21% 64.7% 1,296 17.98% 2.2
Dow Chemical Company
2202
Dow Chemical Company
Michigan
$634M +$331M +110% 8.19% 29.4% 11 36.36% 1.3
J. Safra Asset Management
2203
J. Safra Asset Management
New York
$632M -$12.3M -2% 4.38% 84.3% 94 10.64% 0.8
Randolph Company
2204
Randolph Company
Ohio
$632M -$28.8M -4% 4.26% 127% 50 12% 2.9
Greenwood Gearhart
2205
Greenwood Gearhart
Arkansas
$630M +$835K +0.1% 3.45% 70.6% 97 9.28% 3.9
Castle Hook Partners
2206
Castle Hook Partners
New York
$630M -$2.16B -77% 7.19% 1,120% 54 31.48% 0.9
Vancity Investment Management
2207
Vancity Investment Management
British Columbia, Canada
$629M -$72.5M -10% 3.47% – 61 13.11% 1.3
RGT Wealth Advisors
2208
RGT Wealth Advisors
Texas
$627M +$31.9M +5% 6.49% 9.35% 137 27.01% 1.3
ASM
2209
ATW SPAC Management
New York
$627M -$70.5M -10% 0.79% 68.7% 344 19.48% 0.6
Core Alternative Capital
2210
Core Alternative Capital
Georgia
$627M +$204M +48% 3.5% 74.5% 447 5.59% 0.9
Pekin Hardy Strauss
2211
Pekin Hardy Strauss
Illinois
$627M -$82M -12% 3.33% 102% 340 13.82% 3.5
Pictet North America Advisors
2212
Pictet North America Advisors
Switzerland
$627M -$128M -17% 8.77% 67.7% 146 8.22% 3.6
Essex Investment Management
2213
Essex Investment Management
Massachusetts
$627M +$7.5M +1% 5.37% 370% 446 13% 2.8
WCM
2214
Woodson Capital Management
Connecticut
$626M -$96.5M -13% 2.4% 235% 46 15.22% 1.3
Litman Gregory Wealth Management
2215
Litman Gregory Wealth Management
California
$625M -$54.4M -8% 6.71% 55.5% 93 21.51% 3.1
Coastline Trust
2216
Coastline Trust
Rhode Island
$625M -$51M -8% 4.88% 106% 325 10.77% 6.4
Charter Oak Capital Management
2217
Charter Oak Capital Management
New Hampshire
$625M -$109M -15% 5.89% 39.2% 986 83.87% 1.7
Anderson Hoagland & Co
2218
Anderson Hoagland & Co
Missouri
$625M -$41.2M -6% 4.59% 104% 123 14.63% 2.7
Hudson Valley Investment Advisors
2219
Hudson Valley Investment Advisors
New York
$623M -$19M -3% 4.69% 102% 236 19.07% 4.2
Commodore Capital
2220
Commodore Capital
New York
$622M +$149M +31% 36.2% 2,121% 34 41.18% 0.7
St. James Investment Company
2221
St. James Investment Company
Texas
$622M +$10M +2% 6.98% 43.8% 31 6.45% 3.1
Investment Management Corp of Ontario (IMCO)
2222
Investment Management Corp of Ontario (IMCO)
Canada
$621M -$316M -34% 3.56% 241% 19 15.79% 1.1
Verity & Verity
2223
Verity & Verity
South Carolina
$621M -$31.9M -5% 6.79% 90.4% 102 6.86% 4.9
Mayflower Financial Advisors
2224
Mayflower Financial Advisors
Massachusetts
$621M -$32M -5% 6.59% 68.7% 356 10.39% 1.4
Metis Global Partners
2225
Metis Global Partners
California
$621M -$4.48M -0.7% 4.51% 117% 556 10.61% 0.6