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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)
Charles-Lim Capital
2376
Charles-Lim Capital
Hong Kong
$677M -$17.1M -2% 12.4% 4.44% 11 54.55% 2.2
TRUE Private Wealth Advisors
2377
TRUE Private Wealth Advisors
Oregon
$677M +$1.06M +0.2% 4.86% 89.2% 254 13.39% 3.6
AIM
2378
Aigen Investment Management
New York
$677M -$50M -7% 3.44% 55.5% 1,031 73.62% 0.2
BW Gestao de Investimentos
2379
BW Gestao de Investimentos
Brazil
$677M -$24.5M -3% 5.7% 95.1% 102 51.96% 0.8
Caxton Associates (New York)
2380
Caxton Associates (New York)
New York
$676M +$13.1M +2% 11.6% 73.9% 700 64.29% 0.3
Patten Group
2381
Patten Group
Tennessee
$675M +$342M +103% 6.98% 88.1% 243 4.94% 5.3
Legacy Advisors
2382
Legacy Advisors
Pennsylvania
$674M +$132M +24% 11.8% – 281 15.3% 2.1
Tortoise Investment Management
2383
Tortoise Investment Management
New York
$674M +$46.1M +7% 3.12% 40.2% 807 7.56% 4.5
Silchester International Investors
2384
Silchester International Investors
United Kingdom
$673M +$2.85M +0.4% 1.14% 53.9% 2 0% 8
Baxter Bros Inc
2385
Baxter Bros Inc
Connecticut
$672M +$36.3M +6% 6.43% 73.8% 136 3.68% 5.9
Rossmore Private Capital
2386
Rossmore Private Capital
Connecticut
$672M +$32.1M +5% 5.81% 75.4% 239 7.95% 3.5
Journey Advisory Group
2387
Journey Advisory Group
Kentucky
$672M +$34.8M +5% 5.82% 66.2% 243 9.88% 1.7
Buckingham Capital Management (Ohio)
2388
Buckingham Capital Management (Ohio)
Ohio
$671M +$45.9M +7% 6.03% 26.3% 117 6.84% 5.6
Romano Brothers & Co
2389
Romano Brothers & Co
Illinois
$671M +$23.4M +4% 5.12% 110% 318 7.86% 0.7
Trust Company
2390
Trust Company
Kansas
$670M +$10.6M +2% 3.81% 40.6% 332 9.04% 4.5
Cabot Wealth Management
2391
Cabot Wealth Management
Massachusetts
$670M +$36.1M +6% 5.26% 69.3% 151 13.25% 4.4
CKW Financial Group
2392
CKW Financial Group
Hawaii
$670M +$56.1M +9% 6.28% 62.4% 219 11.42% 5.4
Capital Advisors Ltd
2393
Capital Advisors Ltd
Ohio
$669M +$61M +10% 5.69% 54.2% 1,615 23.65% 2.4
Massachusetts Institute of Technology
2394
Massachusetts Institute of Technology
Massachusetts
$669M +$29.5M +5% 7.3% 35.7% 12 41.67% 1.7
Wealth Alliance
2395
Wealth Alliance
New York
$669M +$51.5M +8% 7.37% 75.7% 539 12.62% 1.9
AP
2396
Archon Partners
New Jersey
$668M +$68.9M +11% 11.8% 86% 45 13.33% 5.4
LaFleur & Godfrey
2397
LaFleur & Godfrey
Michigan
$668M +$57.5M +9% 9.44% 85.2% 134 9.7% 4.1
Apriem Advisors
2398
Apriem Advisors
California
$667M +$41.9M +7% 6.43% 74.3% 154 9.09% 5.2
Suncoast Equity Management
2399
Suncoast Equity Management
Florida
$666M +$70.9M +12% 9.52% 82.9% 76 17.11% 2.6
Managed Asset Portfolios
2400
Managed Asset Portfolios
Michigan
$666M +$7.33M +1% 1.93% 99.2% 42 14.29% 4.1