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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)
Steel Partners Holdings
2551
Steel Partners Holdings
New York
$551M +$8.66M +2% 0.9% – 5 0% 5.1
Allen Capital Group
2552
Allen Capital Group
Nebraska
$551M +$450M +445% 4.95% 62.8% 198 91.92% 0.4
Legato Capital Management
2553
Legato Capital Management
California
$550M +$27M +5% 8.7% 243% 545 16.51% 0.3
CFS Investment Advisory Services
2554
CFS Investment Advisory Services
New Jersey
$550M +$109M +25% 4.81% 59.7% 151 26.49% 0.9
River Wealth Advisors
2555
River Wealth Advisors
Pennsylvania
$550M +$30.5M +6% 5.9% 80.3% 217 9.22% 5
GIM
2556
Greylin Investment Management
Virginia
$548M +$6.02M +1% 0.88% 52.1% 75 12% 5.3
KFS
2557
Kurt F. Somerville
$548M +$33.6M +7% 6.82% 92.9% 111 8.11% 6.3
Bell Asset Management
2558
Bell Asset Management
Australia
$547M +$13M +2% 5.71% 45.3% 63 9.52% 3.5
Mark Asset Management
2559
Mark Asset Management
New York
$547M +$107M +24% 28.6% 325% 63 31.75% 2.2
Toews Corporation
2560
Toews Corporation
New Jersey
$546M +$344M +170% 3.9% 22% 120 95.83% 1.1
Patton Albertson Miller Group
2561
Patton Albertson Miller Group
Tennessee
$546M +$1.25M +0.2% 6.26% 117% 224 7.59% 4.3
Sandia Investment Management
2562
Sandia Investment Management
Massachusetts
$546M -$25.3M -4% 1.11% 20.5% 325 54.46% 0.5
Opus Capital Group
2563
Opus Capital Group
Ohio
$546M +$29.8M +6% 4.16% 53.7% 127 10.24% 4.4
Penn Davis McFarland
2564
Penn Davis McFarland
Texas
$545M +$34.8M +7% 6.94% 100% 45 8.89% 4.7
Arbor Investment Advisors
2565
Arbor Investment Advisors
North Carolina
$543M +$54.7M +11% 4.67% 48.5% 108 8.33% 3.8
Rockbridge Investment Management
2566
Rockbridge Investment Management
New York
$543M +$49.3M +10% 4.64% 38.6% 113 9.73% 2.3
MA
2567
Madrone Advisors
California
$543M +$24.1M +5% 14.8% 10.4% 7 0% 0.3
ARS Wealth Advisors Group
2568
ARS Wealth Advisors Group
Florida
$542M -$64.7M -11% 2.15% 89.5% 146 21.92% 1.1
Legacy Advisors
2569
Legacy Advisors
Pennsylvania
$542M -$4.2M -0.8% 9.34% – 263 12.17% 2.1
KWB Wealth
2570
KWB Wealth
California
$542M +$16M +3% 4.82% 54.8% 120 8.33% 1.3
Sourcerock Group
2571
Sourcerock Group
Colorado
$542M +$10.2M +2% 1.68% 59.1% 34 47.06% 0.7
BFSG LLC
2572
BFSG LLC
California
$542M +$42.4M +8% 6.15% 90.7% 204 14.71% 2.4
Cipher Capital
2573
Cipher Capital
New York
$542M +$11.6M +2% 4.25% – 717 67.22% 0.2
American National Bank & Trust
2574
American National Bank & Trust
Texas
$541M +$54M +11% 6.09% 102% 670 22.84% 2.1
Polus Capital Management
2575
Polus Capital Management
United Kingdom
$541M +$310M +134% 22.2% – 20 80% 0.1