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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)
Wallington Asset Management
2451
Wallington Asset Management
Indiana
$405M +$21.9M +6% 4.31% 108% 57 7.02% 4.1
Stillwater Capital Advisors
2452
Stillwater Capital Advisors
Pennsylvania
$405M -$54.3M -12% 4.47% 121% 84 17.86% 3.4
PFM Asset Management
2453
PFM Asset Management
Pennsylvania
$404M +$7.54M +2% 0.15% 23.3% 12 0% 0.5
SIM
2454
Stelliam Investment Management
New York
$404M -$78.9M -16% 10.3% 21.3% 18 55.56% 2.7
Proffitt & Goodson
2455
Proffitt & Goodson
Tennessee
$404M +$7.96M +2% 2.62% 48.5% 218 6.88% 1.4
Land & Buildings Investment Management
2456
Land & Buildings Investment Management
Connecticut
$404M -$4.04M -1% 1.92% 53.9% 16 6.25% 1.2
EnerVest
2457
EnerVest
Texas
$404M -$14.7M -4% 3.5% 20.5% 1 0% 0.5
North Growth Management
2458
North Growth Management
British Columbia, Canada
$404M +$29.5M +8% 6.84% 243% 47 12.77% 1.2
Woodmont Investment Counsel
2459
Woodmont Investment Counsel
Tennessee
$404M +$18.7M +5% 2.37% 66.8% 183 9.84% 4
KM
2460
Kylin Management
New York
$403M -$77M -16% 2.69% 126% 12 50% 1.2
Newfoundland Capital Management
2461
Newfoundland Capital Management
Brazil
$403M -$198M -33% 7.25% 49.5% 66 63.64% 0.5
Manitou Investment Management
2462
Manitou Investment Management
Ontario, Canada
$402M +$1.4M +0.4% 2.13% 69.3% 43 9.3% 2.2
Fusion Family Wealth
2463
Fusion Family Wealth
New York
$402M +$39.7M +11% 2.15% 58.2% 155 0.65% 2.1
PrairieView Partners
2464
PrairieView Partners
Minnesota
$401M +$12.1M +3% 1.28% 34% 47 6.38% 1.3
CLCM
2465
Crawford Lake Capital Management
New Jersey
$401M +$93.5M +30% 15.9% 571% 71 88.73% 0.1
LaFleur & Godfrey
2466
LaFleur & Godfrey
Michigan
$401M +$13.5M +3% 3.52% 85.2% 68 13.24% 4.2
Cahaba Wealth Management
2467
Cahaba Wealth Management
Georgia
$401M +$30.3M +8% 2.46% 45.2% 75 6.67% 1.4
TCOT
2468
Trust Company of Toledo
Ohio
$400M +$8.63M +2% 3.5% 109% 185 4.86% 4.7
RGREA
2469
Ranger Global Real Estate Advisors
Colorado
$400M -$80.7M -17% 0.94% 18% 32 40.63% 1.4
Private Vista
2470
Private Vista
Illinois
$400M -$6.92M -2% 2.42% 10.1% 163 13.5% 1.5
BTG Pactual Global Asset Management
2471
BTG Pactual Global Asset Management
Bermuda
$399M +$138M +53% 11.6% 88.9% 81 72.84% 0.3
LCM
2472
Lucha Capital Management
California
$399M +$37.1M +10% 3.85% 84.3% 45 66.67% 0.4
MTC
2473
Matrix Trust Company
Colorado
$398M – – 2.31% 51.4% 24 – 0
EnCap Energy Capital Fund IX
2474
EnCap Energy Capital Fund IX
Texas
$398M -$125M -24% 18.8% 69.2% 3 0% 1.8
Great Valley Advisor Group
2475
Great Valley Advisor Group
Delaware
$398M +$83.7M +27% 3.99% 73.9% 348 20.98% 0.4