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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)
Corbyn Investment Management
2951
Corbyn Investment Management
Maryland
$284M +$40.3M +17% 4.44% 71.9% 52 3.85% 3
Xponance
2952
Xponance
Pennsylvania
$284M -$3.45M -1% 0.89% 144% 75 34.67% 0.9
MCG
2953
McCollum Christoferson Group
New York
$283M +$12.3M +5% 7.15% 59.4% 71 4.23% 1.3
Bodenholm Capital
2954
Bodenholm Capital
Sweden
$283M +$10.3M +4% 5.05% 86% 12 50% 0.5
Stratford Consulting
2955
Stratford Consulting
Texas
$283M +$3.46M +1% 1.49% 8.23% 59 8.47% 4.3
Rossmore Private Capital
2956
Rossmore Private Capital
Connecticut
$283M +$11.5M +4% 1.42% 75.4% 133 6.02% 1.2
The Family Firm
2957
The Family Firm
Maryland
$283M +$8.05M +3% 2.06% 40.2% 142 3.52% 3.1
CIA
2958
CSat Investment Advisory
Michigan
$283M +$85.2M +43% 3.82% 87.4% 1,078 48.98% 0.5
Legacy Financial Advisors
2959
Legacy Financial Advisors
Kentucky
$283M -$12.4M -4% 3.81% 86.3% 1,081 89.64% 1.4
Icon Wealth Partners
2960
Icon Wealth Partners
Texas
$283M +$15M +6% 2.62% – 916 82.1% 1.3
Old Second National Bank of Aurora
2961
Old Second National Bank of Aurora
Illinois
$283M +$3.37M +1% 4.26% 93.7% 401 9.48% 3.7
Greencape Capital
2962
Greencape Capital
Australia
$282M +$53.4M +23% 4% 98.1% 8 50% 1.2
Lafayette Investments
2963
Lafayette Investments
Maryland
$282M +$10.8M +4% 5.6% 77.9% 92 14.13% 3.6
JGP Wealth Management
2964
JGP Wealth Management
Oregon
$282M +$18.2M +7% 4.94% 87.8% 130 9.23% 0.8
United Fire Group
2965
United Fire Group
Iowa
$282M +$13.3M +5% 5.03% 27.4% 120 6.67% 4.8
PWAP
2966
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$282M +$14.5M +5% 3.15% 58.5% 137 5.11% 4.4
Rational Advisors
2967
Rational Advisors
New York
$282M -$87.8M -24% 6.46% 37.7% 601 18.8% 1.2
Founders Capital Management (Connecticut)
2968
Founders Capital Management (Connecticut)
Connecticut
$282M +$9.12M +3% 4.47% 99.9% 59 6.78% 3
Stoneridge Investment Partners
2969
Stoneridge Investment Partners
Pennsylvania
$282M -$58.2M -17% 1.04% 44.2% 151 51.66% 1.3
AMG
2970
Asset Management Group
Connecticut
$282M +$5.89M +2% 3.12% 57% 108 2.78% 4.9
Acuta Capital Partners
2971
Acuta Capital Partners
California
$281M +$70.9M +34% 56.4% 7,269% 43 53.49% 1.1
BlueSky Wealth Advisors
2972
BlueSky Wealth Advisors
North Carolina
$281M +$4.3M +2% 1.82% 42.9% 62 9.68% 2
Bronte Capital Management
2973
Bronte Capital Management
Australia
$281M +$14.1M +5% 2.07% 123% 14 42.86% 0.3
Ramsay Stattman Vela & Price
2974
Ramsay Stattman Vela & Price
Colorado
$280M +$5.86M +2% 3.46% 81.8% 57 0% 5.1
PenderFund Capital Management
2975
PenderFund Capital Management
British Columbia, Canada
$280M -$63.8M -19% 4.82% 129% 79 41.77% 0.7