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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)
SKBA Capital Management
2626
SKBA Capital Management
California
$542M -$12.6M -2% 0.97% 53.9% 80 8.75% 4.3
McMorgan & Co
2627
McMorgan & Co
California
$541M +$9.26M +2% 3.95% 30.1% 52 1.92% 1.7
MIG Capital
2628
MIG Capital
California
$540M -$12.6M -2% 12.3% 118% 17 29.41% 2.1
MAK Capital One
2629
MAK Capital One
New York
$540M +$12M +2% 1.14% 200% 11 18.18% 3
Heck Capital Advisors
2630
Heck Capital Advisors
Wisconsin
$539M -$41M -7% 3.1% 67% 194 23.71% 2.6
UG Investment Advisers
2631
UG Investment Advisers
Taiwan
$538M +$351M +188% 2.17% 172% 22 54.55% 0.7
Financial Planning & Information Services
2632
Financial Planning & Information Services
Wisconsin
$537M -$4.82M -0.9% 3.35% 13% 88 7.95% 4.8
Lee Financial
2633
Lee Financial
Texas
$537M -$34.3M -6% 2.45% 75% 867 13.73% 2.8
GWI
2634
Grace & White Inc
New York
$536M -$7.29M -1% 0.23% 59.6% 149 4.7% 6
Ullmann Wealth Partners Group
2635
Ullmann Wealth Partners Group
Florida
$535M +$36.5M +7% 3.33% 62.2% 102 6.86% 3.3
Cary Street Partners Asset Management
2636
Cary Street Partners Asset Management
Virginia
$535M -$3M -0.6% 3.17% 25.3% 209 14.83% 1.8
QCM
2637
Qsemble Capital Management
New York
$535M +$394M +280% 5.58% 39.9% 428 80.84% 0.1
AW
2638
Atlas Wealth
Ohio
$535M -$8.9M -2% 0.32% 43.5% 249 18.07% 0.6
Artemis Wealth Advisors
2639
Artemis Wealth Advisors
New York
$535M -$14.3M -3% 3.37% 174% 79 13.92% 2.1
Blue Pool Management
2640
Blue Pool Management
Hong Kong
$533M +$53.9M +11% 11.2% 72.8% 1 0% 2.3
PFG Investments
2641
PFG Investments
New York
$533M -$30.8M -5% 4.4% 106% 553 13.74% 0.4
Silicon Valley Capital Partners
2642
Silicon Valley Capital Partners
California
$533M -$3.04M -0.6% 2.5% 103% 337 7.12% 1.1
Brio Consultants
2643
Brio Consultants
California
$532M -$20.6M -4% 3.01% 42.7% 100 12% 2.1
Redwood Capital Management
2644
Redwood Capital Management
New York
$532M -$150M -22% 4.17% 313% 25 8% 3.6
LS Investment Advisors
2645
LS Investment Advisors
Michigan
$532M -$37.7M -7% 3.05% 98.7% 128 3.91% 8.3
KLCM Advisors
2646
KLCM Advisors
Wisconsin
$532M +$20.9M +4% 4.7% 122% 151 13.25% 4.3
Nellore Capital Management
2647
Nellore Capital Management
California
$532M -$2.78M -0.5% 0.55% 73.8% 14 28.57% 1.9
Portside Wealth Group
2648
Portside Wealth Group
Utah
$531M -$7.15M -1% 2.41% 90.1% 397 16.88% 0.2
St Louis Trust
2649
St Louis Trust
Missouri
$531M -$11.8M -2% 4.08% 71.4% 108 3.7% 3.9
Biondo Investment Advisors
2650
Biondo Investment Advisors
Pennsylvania
$531M -$10.1M -2% 4.28% 83.4% 83 15.66% 5.1