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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)
NRA
2376
NSI Retail Advisors
Pennsylvania
$708M – – 6.88% 26.2% 53 – 0
Stokes Family Office
2377
Stokes Family Office
Louisiana
$707M +$63.4M +10% 6.29% 68.1% 226 16.37% 1
Column Group
2378
Column Group
California
$707M -$337M -32% 8.63% 95.1% 6 16.67% 0.5
Beacon Financial Group
2379
Beacon Financial Group
Texas
$706M +$67.3M +11% 4.87% 66.6% 212 9.43% 3.9
Whitegate Investment Counselors
2380
Whitegate Investment Counselors
New Hampshire
$706M +$50.2M +8% 5.6% 48% 226 6.64% 4.2
Biglari Capital Corp
2381
Biglari Capital Corp
Texas
$706M +$6.67M +1% 3.42% 72.7% 10 0% 4.2
Willis Johnson & Associates
2382
Willis Johnson & Associates
Texas
$706M +$52.7M +8% 5.13% 50.9% 102 15.69% 0.4
Perpetual Investment Management
2383
Perpetual Investment Management
Australia
$705M +$103M +17% 5.92% – 248 29.44% 0.4
Longfellow Investment Management
2384
Longfellow Investment Management
Massachusetts
$704M -$128M -15% 8.66% 45.9% 519 16.57% 0.4
Gagnon Securities
2385
Gagnon Securities
New York
$704M +$47.6M +7% 9.01% 129% 118 14.41% 2.6
JC
2386
Joho Capital
New York
$704M +$59.9M +9% 6.95% 80.2% 22 4.55% 1
Insight Wealth Strategies
2387
Insight Wealth Strategies
California
$704M -$42.7M -6% 5.32% 83.5% 242 33.88% 1.4
Stanley-Laman Group
2388
Stanley-Laman Group
Pennsylvania
$703M +$97.6M +16% 10.6% 114% 254 8.66% 1.5
Snow Capital Management
2389
Snow Capital Management
Pennsylvania
$703M +$13.8M +2% 4.03% 58.5% 150 16% 2.5
AC
2390
AMS Capital
Brazil
$702M +$69.2M +11% 7.58% 63.1% 32 21.88% 0.8
Artemis Wealth Advisors
2391
Artemis Wealth Advisors
New York
$702M +$62.7M +10% 9.24% 174% 90 23.33% 1.7
Blue Chip Partners
2392
Blue Chip Partners
Michigan
$701M +$49.4M +8% 6.65% 81.2% 165 7.88% 3.5
Heritage Trust
2393
Heritage Trust
Oklahoma
$700M +$43.9M +7% 7.09% – 246 7.72% 2.6
LaFleur & Godfrey
2394
LaFleur & Godfrey
Michigan
$699M +$185M +36% 6.11% 85.2% 122 29.51% 3.1
OCMI
2395
Oaktop Capital Management II
New Jersey
$699M +$50.2M +8% 10.8% 451% 16 0% 5.3
Kahn Brothers Group
2396
Kahn Brothers Group
New York
$698M +$52.3M +8% 9.61% 53.4% 43 2.33% 5.3
Freemont Management
2397
Freemont Management
Switzerland
$697M +$84.8M +14% 8.16% 113% 84 17.86% 0.4
Circle Wealth Management
2398
Circle Wealth Management
New Jersey
$696M +$69.5M +11% 8.9% 71.8% 179 11.73% 1.9
Criteria Caixa
2399
Criteria Caixa
Spain
$696M +$66.2M +10% 5.36% 35.5% 45 35.56% 0.8
Matrix Asset Advisors
2400
Matrix Asset Advisors
New York
$696M +$25.3M +4% 5.85% 84.9% 94 19.15% 3.9