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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
CIPU
2301
Caledonia Investments plc (UK)
United Kingdom
$604M +$64M +12% 11.1% 48.7% 13 0%
MCO
2302
MAK Capital One
New York
$604M +$91.5M +18% 25.5% 86% 12 16.67%
CA
2303
Cortland Associates
Missouri
$604M +$42M +7% 8.23% 57.1% 59 11.86%
LJAC
2304
L.J. Altfest & Co
New York
$604M +$70.2M +13% 5.91% 66.7% 285 19.3%
FANJ
2305
Financial Architects (New Jersey)
New Jersey
$602M +$29.7M +5% 5.94% 31.3% 329 8.21%
MIOT
2306
Massachusetts Institute of Technology
Massachusetts
$602M +$14.3M +2% 8.58% 50.8% 8 12.5%
IFAM
2307
Institutional & Family Asset Management
Colorado
$602M +$38.4M +7% 11% 19% 792 13.01%
WCWM
2308
Willow Creek Wealth Management
California
$602M +$87M +17% 5.83% 36.5% 140 22.14%
SCM
2309
Somerset Capital Management
United Kingdom
$601M +$64M +12% 10.7% 7.5% 10 0%
LG
2310
LaFleur & Godfrey
Michigan
$600M +$38.7M +7% 10.7% 85.2% 128 9.38%
DACG
2311
Donor Advised Charitable Giving
California
$599M +$127M +27% 18.1% 365% 49 28.57%
WA
2312
Waddell & Associates
Tennessee
$597M +$80.5M +16% 9.6% 194% 157 19.75%
NPPM
2313
North Point Portfolio Managers
Ohio
$595M +$59.1M +11% 12.3% 55% 73 10.96%
ACA
2314
Atlas Capital Advisors
Wyoming
$595M +$45.5M +8% 9.18% 987 16.82%
CFG
2315
CKW Financial Group
Hawaii
$595M +$59.6M +11% 10% 62.4% 212 4.25%
RA
2316
RR Advisors
Texas
$594M +$53M +10% 11% 113% 22 27.27%
GIC
2317
GFI Investment Counsel
Ontario, Canada
$594M +$17.2M +3% 9.16% 46.9% 17 11.76%
VA
2318
VR Adviser
New York
$594M -$54.5M -8% 57.1% 1,447% 38 44.74%
HI
2319
Hendershot Investments
Virginia
$593M +$62.1M +12% 12.2% 52.6% 145 4.83%
CWM
2320
Cabot Wealth Management
Massachusetts
$593M +$1.36M +0.2% 11.1% 55.6% 158 15.19%
MIM
2321
Morningstar Investment Management
Illinois
$592M +$64M +12% 3.23% 48.2% 90 57.78%
EC
2322
Engaged Capital
California
$591M +$85.7M +17% 6.44% 16.3% 10 20%
GA
2323
Geller Advisors
New York
$591M +$131M +28% 7.19% 20.4% 160 26.25%
WCF
2324
West Coast Financial
California
$590M +$46.6M +9% 7.85% 22.2% 133 12.78%
AFA
2325
American Financial Advisors
Georgia
$590M +$10.9M +2% 6.13% 52.7% 127 7.09%