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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)
Ion Asset Management
2601
Ion Asset Management
Israel
$283M +$46.6M +20% 18.7% 125% 16 25% 1.4
Gallagher Fiduciary Advisors
2602
Gallagher Fiduciary Advisors
Illinois
$283M -$50.9M -15% 3.3% 25.1% 7 14.29% 1.6
Terril Brothers
2603
Terril Brothers
Missouri
$283M -$3.69M -1% 3.04% 94.4% 47 12.77% 1.7
Intrust Bank
2604
Intrust Bank
Kansas
$283M +$19.1M +7% 5.82% 102% 378 11.11% 2
OIA
2605
Optimum Investment Advisors
Illinois
$282M +$16.3M +6% 5.14% 125% 298 11.74% 2.5
Well Done LLC
2606
Well Done LLC
Michigan
$282M +$17.2M +6% 3.98% 80.4% 107 16.82% 0.9
P.J. Schmidt Investment Management (PJS)
2607
P.J. Schmidt Investment Management (PJS)
Wisconsin
$282M +$11.5M +4% 5.13% 65.9% 129 9.3% 2.7
North Run Capital
2608
North Run Capital
Massachusetts
$281M -$46.1M -14% 9.26% 19.4% 23 43.48% 1.1
Kays Financial Advisory
2609
Kays Financial Advisory
Georgia
$281M +$24.4M +10% 3.59% 23.3% 80 18.75% 1.7
ARMC
2610
American Research & Management Company
Massachusetts
$281M -$10.8M -4% 5.5% 35.1% 374 12.83% 2.9
RWWM Inc
2611
RWWM Inc
California
$281M +$8.53M +3% 2.49% 40.6% 10 20% 2.7
Amarillo National Bank
2612
Amarillo National Bank
Texas
$280M +$11.2M +4% 2.74% 63.5% 80 8.75% 2.7
Atlantic Union Bankshares
2613
Atlantic Union Bankshares
Virginia
$280M +$11.3M +4% 3.72% 78.9% 137 5.11% 2.4
Marathon Trading Investment Management
2614
Marathon Trading Investment Management
Pennsylvania
$280M -$597M -68% 11.9% 143% 228 72.81% 0.9
Biondo Investment Advisors
2615
Biondo Investment Advisors
Pennsylvania
$280M -$22.4M -7% 7.07% 83.4% 86 24.42% 2.6
Yakira Capital Management
2616
Yakira Capital Management
Connecticut
$280M +$74.7M +36% 5.37% 74.1% 122 48.36% 0.9
Rampart Investment Management
2617
Rampart Investment Management
Connecticut
$279M +$3.97M +1% 5.67% 74% 514 80.54% 0.1
LVW Advisors
2618
LVW Advisors
New York
$279M -$7.1M -2% 4.81% 79.1% 145 19.31% 1.6
Managed Asset Portfolios
2619
Managed Asset Portfolios
Michigan
$279M +$24.9M +10% 8.42% 99.2% 31 16.13% 2.5
Smith, Moore & Co
2620
Smith, Moore & Co
Missouri
$279M +$16.3M +6% 5.1% 67% 248 15.73% 1.8
Naples Global Advisors
2621
Naples Global Advisors
Florida
$279M +$21.8M +8% 5.81% 103% 278 13.31% 2.2
CVGPI
2622
Commonwealth Venture (GP) Partners IV
Massachusetts
$278M -$51.9M -16% 5.07% – 1 0% 0.3
Adirondack Research & Management
2623
Adirondack Research & Management
New York
$278M -$16M -5% 2.2% 47.8% 122 18.03% 2.1
Vision Capital Management
2624
Vision Capital Management
Oregon
$278M +$22.3M +9% 6.51% 78.4% 85 3.53% 1.8
RTS
2625
Round Table Services
New Jersey
$278M +$32.3M +13% 4.93% 16.1% 136 41.18% 1.4