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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)
AMG
3126
Asset Management Group
Connecticut
$574M +$32.5M +6% 6.89% 57% 135 2.22% 8.2
Northwest Bancshares
3127
Northwest Bancshares
Pennsylvania
$574M +$29.4M +5% 5.62% 84.8% 195 12.31% 4.5
MYDA Advisors
3128
MYDA Advisors
New York
$572M -$3.42M -0.6% 32.5% 232% 217 69.12% 0.5
Pinpoint Asset Management (Singapore)
3129
Pinpoint Asset Management (Singapore)
$572M – – 10.1% – 102 – 0
Allied Investment Advisors
3130
Allied Investment Advisors
Montana
$572M +$44.5M +8% 4.03% 68.4% 91 9.89% 4
Smithbridge Asset Management
3131
Smithbridge Asset Management
Pennsylvania
$572M +$32.3M +6% 11.6% – 129 7.75% 5.5
Oakmont Corp
3132
Oakmont Corp
California
$571M +$64M +13% 15.5% 70.2% 32 9.38% 4
Sky Investment Group
3133
Sky Investment Group
Connecticut
$571M +$29M +5% 9.17% 68% 143 6.29% 6.3
Monaco Asset Management
3134
Monaco Asset Management
Monaco
$570M +$80.7M +16% 2.05% 120% 110 48.18% 0.8
Flat Footed LLC
3135
Flat Footed LLC
Wyoming
$570M +$173M +43% 14.6% 152% 25 56% 0.6
Schnieders Capital Management
3136
Schnieders Capital Management
California
$570M +$102M +22% 12.7% 103% 230 14.35% 5.5
Horizon Wealth Management
3137
Horizon Wealth Management
Illinois
$569M -$23.8M -4% 12.1% 97.2% 118 19.49% 2
Probity Advisors
3138
Probity Advisors
Texas
$569M +$48.6M +9% 8.05% 61.7% 237 7.17% 5
Battery Management Corp
3139
Battery Management Corp
Massachusetts
$569M -$118M -17% 8.09% 45.1% 7 14.29% 2.6
RI
3140
RPTC Inc
Wyoming
$569M +$71M +14% 14.4% 66.4% 7 0% 5.5
TFO Wealth Partners
3141
TFO Wealth Partners
Ohio
$568M +$64M +13% 9.84% 63.6% 49 34.69% 1
SFE Investment Counsel
3142
SFE Investment Counsel
California
$568M +$67.4M +13% 10.8% 105% 152 15.13% 5.1
Versor Investments
3143
Versor Investments
New York
$567M -$46M -7% 10.2% 240% 981 60.96% 0.4
Praesidium Investment Management Company
3144
Praesidium Investment Management Company
New York
$567M +$32.2M +6% 19% 79% 15 26.67% 2.3
SevenBridge Financial Group
3145
SevenBridge Financial Group
Pennsylvania
$567M +$59M +12% 10.6% 81.7% 229 8.73% 4.7
SFS
3146
Security Financial Services
Indiana
$566M +$62.5M +12% 9.05% 60.7% 188 13.83% 2.1
VHMC
3147
Value Holdings Management Company
New York
$566M +$32.9M +6% 9.02% 125% 34 5.88% 7
AMCA
3148
Arthur M. Cohen & Associates
Illinois
$566M +$44.5M +9% 13.5% 110% 129 6.2% 5
Creekmur Asset Management
3149
Creekmur Asset Management
Illinois
$566M +$88.9M +19% 11.2% – 878 13.1% 1.1
American Money Management
3150
American Money Management
California
$566M +$38.5M +7% 6.77% 65% 152 13.82% 4.8