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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)
Private Trust Company
2201
Private Trust Company
Ohio
$1.14B +$7.67M +0.7% 2.53% 87.7% 2,710 11.44% 3.1
Tortoise Investment Management
2202
Tortoise Investment Management
New York
$1.14B +$15.9M +1% 1.35% 40.2% 1,558 84.85% 7.6
EnCap Energy Capital Fund XI
2203
EnCap Energy Capital Fund XI
Texas
$1.14B +$78.6M +7% 5.92% 21% 3 0% 1.3
Oxbow Advisors
2204
Oxbow Advisors
Texas
$1.14B +$60.1M +6% 4.76% 66.3% 259 17.37% 4.3
NewSquare Capital
2205
NewSquare Capital
Pennsylvania
$1.13B -$341M -23% 2.11% 76.5% 198 13.13% 5.6
Salomon & Ludwin
2206
Salomon & Ludwin
Virginia
$1.13B +$19.7M +2% 1.32% 58.7% 2,260 9.96% 1.1
Crewe Advisors
2207
Crewe Advisors
Utah
$1.13B +$81M +8% 15.3% 96.1% 1,139 18.79% 1.4
Harvey Partners
2208
Harvey Partners
New York
$1.13B +$3.77M +0.3% 3.92% 174% 52 26.92% 2.5
Technology Crossover Management IX
2209
Technology Crossover Management IX
California
$1.13B -$141M -11% 10.9% 13% 6 0% 6.2
TD Capital Management
2210
TD Capital Management
Tennessee
$1.13B +$16.6M +1% 0.83% 40.5% 839 20.5% 2.2
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
2211
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.13B -$167M -13% 19.9% 1,119% 53 22.64% 1.5
Clough Capital Partners
2212
Clough Capital Partners
Massachusetts
$1.13B -$15.9M -1% 2.64% 175% 142 47.18% 1.2
Caldwell Trust
2213
Caldwell Trust
Florida
$1.13B +$55.2M +5% 3% 97.5% 793 10.34% 4.4
Rossmore Private Capital
2214
Rossmore Private Capital
Connecticut
$1.12B +$195M +21% 3.75% 87.1% 363 14.05% 3.8
Townsend & Associates
2215
Townsend & Associates
Colorado
$1.12B +$66.4M +6% 2.27% 58% 118 7.63% 2.8
Danmarks Nationalbank
2216
Danmarks Nationalbank
$1.12B – – 1.35% – 1 – 0
Zuckerman Investment Group
2217
Zuckerman Investment Group
Illinois
$1.12B +$39.9M +4% 7.1% 111% 170 26.47% 3.9
Kohmann Bosshard Financial Services
2218
Kohmann Bosshard Financial Services
Ohio
$1.12B +$142M +15% 1.31% 42.8% 1,099 71.88% 0.8
Richard C. Young & Co
2219
Richard C. Young & Co
Rhode Island
$1.12B +$39.4M +4% 4.25% 137% 92 5.43% 4.7
Canandaigua National Bank & Trust
2220
Canandaigua National Bank & Trust
New York
$1.12B -$22.4M -2% 2.76% – 330 9.09% 5.9
GA
2221
GRS Advisors
Illinois
$1.11B +$46.3M +4% 1.4% 54.3% 37 27.03% 0.8
Keystone Investors
2222
Keystone Investors
Singapore
$1.11B +$248M +29% 16.4% – 107 64.49% 0.2
SOL Capital Management
2223
SOL Capital Management
Maryland
$1.11B -$2.7M -0.2% 1.51% 56.6% 317 6.62% 7
Godsey & Gibb Inc
2224
Godsey & Gibb Inc
Virginia
$1.11B -$20M -2% 1.47% 87.5% 469 26.65% 1.8
North of South Capital
2225
North of South Capital
United Kingdom
$1.11B +$72.2M +7% 2.71% – 28 21.43% 0.9