We are live on ! Find out more

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)
Sirios Capital Management
2501
Sirios Capital Management
Massachusetts
$543M +$3.06M +0.6% 13.7% 177% 67 35.82% 1.5
Glassman Wealth Services
2502
Glassman Wealth Services
Virginia
$543M +$71.9M +15% 9.29% 62.6% 2,086 16.01% 3
GIM
2503
Greylin Investment Management
Virginia
$542M +$61.5M +13% 15.4% 52.1% 74 13.51% 5.2
Steel Partners Holdings
2504
Steel Partners Holdings
New York
$542M +$60.5M +13% 16.8% – 6 33.33% 4.8
S&T Bank
2505
S&T Bank
Pennsylvania
$542M +$23.9M +5% 10.2% 193% 116 7.76% 4.5
SKBA Capital Management
2506
SKBA Capital Management
California
$541M +$69.5M +15% 14.3% 53.9% 77 6.49% 3.9
Mattern Capital Management
2507
Mattern Capital Management
Colorado
$541M +$60.8M +13% 12% 31.5% 123 6.5% 2.5
L & S Advisors
2508
L & S Advisors
California
$540M -$27.3M -5% 9.9% 231% 266 21.43% 2.2
Berkshire Partners
2509
Berkshire Partners
Massachusetts
$540M -$425M -44% 4.17% 79% 3 0% 5.3
SL
2510
Sonnipe Ltd
Isle Of Man
$539M – – 7.48% 57.8% 47 – 0
Strategic Wealth Partners
2511
Strategic Wealth Partners
Ohio
$538M +$67M +14% 9.66% – 291 17.18% 2
Browning West
2512
Browning West
California
$538M +$117M +28% 28.4% 96.8% 2 0% 2
VC
2513
Vision Capital
Ontario, Canada
$536M +$158M +42% 0.49% 19.8% 17 47.06% 0.8
City Holding Co
2514
City Holding Co
West Virginia
$535M +$30.9M +6% 9.03% 89.2% 527 3.23% 5.4
Beaird Harris Wealth Management
2515
Beaird Harris Wealth Management
Texas
$535M +$78.7M +17% 10.2% 41.3% 797 41.53% 0.5
Flaharty Asset Management
2516
Flaharty Asset Management
Florida
$534M +$48.5M +10% 5.63% 33.4% 132 25% 2.4
Bell Asset Management
2517
Bell Asset Management
Australia
$534M +$41M +8% 9.69% 45.3% 61 8.2% 3.3
Verus Capital Partners
2518
Verus Capital Partners
Arizona
$534M +$2.6M +0.5% 5.25% 139% 302 16.89% 2.2
Index Venture Associates VI
2519
Index Venture Associates VI
Jersey
$533M -$128M -19% 19.6% 312% 3 33.33% 0.6
Silver Oak Securities
2520
Silver Oak Securities
Tennessee
$533M +$68.1M +15% 6.52% 73.4% 515 55.15% 0.5
PineStone Asset Management
2521
PineStone Asset Management
Quebec, Canada
$533M – – 13.1% 85% 27 – 0
NEIRG Wealth Management
2522
NEIRG Wealth Management
Massachusetts
$532M +$32.4M +6% 9.71% – 157 18.47% 0.8
Makena Capital Management
2523
Makena Capital Management
California
$532M -$67.8M -11% 0.09% 78.7% 55 41.82% 1.3
Helikon Investments
2524
Helikon Investments
United Kingdom
$532M +$191M +56% 31.9% 282% 8 25% 0.8
Sourcerock Group
2525
Sourcerock Group
Colorado
$532M +$52.6M +11% 29.8% 59.1% 32 53.13% 0.5