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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)
Gateway Wealth Partners
2626
Gateway Wealth Partners
Wisconsin
$559M -$90.6M -14% 4.09% 58.9% 264 23.86% 0.4
KC
2627
Keenan Capital
California
$558M +$7.4M +1% 15.4% 110% 12 16.67% 2.8
Consolidated Investment Group
2628
Consolidated Investment Group
Colorado
$558M +$46.4M +9% 10.3% 140% 67 1.49% 4.9
XTX Topco
2629
XTX Topco
Cayman Islands
$558M +$80.9M +17% 4.06% 87.3% 1,998 71.07% 0.2
Mainstay Capital Management
2630
Mainstay Capital Management
Michigan
$558M +$53M +10% 6.59% 131% 114 15.79% 2.6
Wallington Asset Management
2631
Wallington Asset Management
Indiana
$557M +$58.3M +12% 5.51% 108% 84 8.33% 4.7
WWM
2632
Windsor Wealth Management
Indiana
$557M +$41.3M +8% 5.62% 37.3% 168 5.36% 3.5
NM
2633
NWI Management
New York
$556M -$352M -39% 12% 230% 51 27.45% 2.6
S&T Bank
2634
S&T Bank
Pennsylvania
$556M +$1.83M +0.3% 4.23% 193% 103 4.85% 5.1
Focused Wealth Management
2635
Focused Wealth Management
New York
$556M +$61.4M +12% 6.13% 73.9% 1,140 15.09% 4.3
Hill Investment Group Partners
2636
Hill Investment Group Partners
Missouri
$555M +$46.5M +9% 2.25% 50.6% 62 12.9% 1.2
SKBA Capital Management
2637
SKBA Capital Management
California
$555M +$17.9M +3% 3.2% 53.9% 79 7.59% 4.1
Marex Group
2638
Marex Group
$555M -$201M -27% 3.34% 254% 307 43.97% 0.3
Dudley & Shanley
2639
Dudley & Shanley
Florida
$554M +$32.4M +6% 4.56% 67.9% 39 12.82% 2.7
GIM
2640
Greylin Investment Management
Virginia
$554M +$5.09M +0.9% 3.48% 52.1% 73 9.59% 5.7
PS
2641
Portfolio Strategies
New York
$553M +$40.4M +8% 12.6% 120% 53 28.3% 2.5
Brio Consultants
2642
Brio Consultants
California
$553M +$12.8M +2% 3.9% 42.7% 95 7.37% 2
Northwest Bancshares
2643
Northwest Bancshares
Pennsylvania
$553M +$34.4M +7% 4.82% 84.8% 192 8.33% 3.4
MIG Capital
2644
MIG Capital
California
$553M -$25.5M -4% 14.5% 118% 18 16.67% 1.9
One Day In July LLC
2645
One Day In July LLC
Vermont
$553M +$31.6M +6% 3.68% 43.1% 96 10.42% 2.4
Avitas Wealth Management
2646
Avitas Wealth Management
California
$553M +$41.8M +8% 10% 56.2% 201 4.48% 2.3
Azora Capital LP
2647
Azora Capital LP
Florida
$552M -$134M -20% 8.44% 175% 48 56.25% 0.6
WBI Investments
2648
WBI Investments
New Jersey
$552M +$52.2M +10% 6.61% 97.3% 236 47.03% 0.8
Cornerstone Wealth Group
2649
Cornerstone Wealth Group
North Carolina
$552M -$10.7M -2% 4.84% 96% 161 18.63% 2.3
K.J. Harrison & Partners
2650
K.J. Harrison & Partners
Ontario, Canada
$551M +$56.7M +11% 8.58% 140% 274 31.75% 2.7