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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)
AAM
2451
Autus Asset Management
Arizona
$522M -$39.8M -7% 5.66% 26.3% 146 5.48% 6.3
River Global Investors
2452
River Global Investors
United Kingdom
$522M -$42.6M -8% 2.29% 49.7% 181 13.81% 2.7
FORA Capital
2453
FORA Capital
Florida
$521M +$18.5M +4% 3.32% 162% 635 75.12% 0.2
Valor Management
2454
Valor Management
Illinois
$521M -$46.2M -8% 7.25% 14.5% 3 0% 0.7
IR
2455
IAT Reinsurance
New York
$520M -$28.3M -5% 4.52% 60.2% 91 14.29% 4.4
Raine Capital
2456
Raine Capital
New York
$520M -$49.1M -9% 2.04% 119% 16 18.75% 2.8
KMG Fiduciary Partners
2457
KMG Fiduciary Partners
Ohio
$520M -$16.7M -3% 5.08% 114% 208 10.58% 2.4
Auxier Asset Management
2458
Auxier Asset Management
Oregon
$519M -$40.9M -7% 5.61% 71.7% 162 4.94% 6.9
Stewart & Patten Company
2459
Stewart & Patten Company
California
$519M -$28.5M -5% 5.88% 27.5% 91 10.99% 6.2
Keebeck Wealth Management
2460
Keebeck Wealth Management
Illinois
$519M -$4.43M -0.8% 5.13% 81.3% 246 16.26% 1.8
CenterBook Partners
2461
CenterBook Partners
Connecticut
$518M +$51.5M +11% 6.16% 62.4% 469 36.89% 0.4
Greatmark Investment Partners
2462
Greatmark Investment Partners
Georgia
$518M -$2.88M -0.6% 1.49% 62% 128 6.25% 5.4
S&T Bank
2463
S&T Bank
Pennsylvania
$518M -$51.1M -9% 3.44% 193% 128 14.06% 4.5
First Ascent Asset Management
2464
First Ascent Asset Management
Colorado
$518M -$11.6M -2% 6.32% 4.15% 41 0% 1.7
Van Cleef Asset Management
2465
Van Cleef Asset Management
Ohio
$517M -$73.2M -12% 2.86% 104% 114 8.77% 6.5
Waddell & Associates
2466
Waddell & Associates
Tennessee
$517M +$25.7M +5% 6.39% 194% 152 14.47% 1.1
Buckingham Capital Management (Ohio)
2467
Buckingham Capital Management (Ohio)
Ohio
$516M -$18M -3% 5.42% 26.3% 114 5.26% 5.4
Thompson Investment Management
2468
Thompson Investment Management
Wisconsin
$516M -$59.2M -10% 5.36% 100% 190 4.21% 5.5
Willow Creek Wealth Management
2469
Willow Creek Wealth Management
California
$515M -$23.8M -4% 4.6% 36.5% 134 20.15% 2.9
TCOT
2470
Trust Company of Toledo
Ohio
$515M -$54.7M -10% 4.11% 109% 192 6.25% 6.8
Tortoise Index Solutions
2471
Tortoise Index Solutions
Kansas
$515M -$15.4M -3% 2.76% 52.2% 112 31.25% 4.6
SIMS
2472
SPT Invest Management Sarl
Luxembourg
$515M -$180M -26% 4.92% – 2 0% 1.6
Integral Health Asset Management
2473
Integral Health Asset Management
New York
$515M +$28.6M +6% 15.6% 564% 87 50.57% 0.8
Whitney & Co
2474
Whitney & Co
New York
$514M -$35.5M -6% 5.44% 93.2% 128 7.03% 4.5
Tortoise Investment Management
2475
Tortoise Investment Management
New York
$514M +$4.42M +0.9% 5.85% 40.2% 795 10.31% 4.1