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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)
BDT Capital Partners
3201
BDT Capital Partners
Illinois
$502M +$111M +28% 28% 25.5% 2 0% 1.4
Spirit of America Management Corp
3202
Spirit of America Management Corp
New York
$502M +$8.73M +2% 5.14% 113% 317 2.84% 5
Horizon Wealth Management
3203
Horizon Wealth Management
Illinois
$501M +$81.2M +19% 5.42% 97.2% 91 15.38% 1.8
American Money Management
3204
American Money Management
California
$500M +$31.8M +7% 6.09% 65% 137 2.92% 4.7
Legacy Capital Wealth Partners
3205
Legacy Capital Wealth Partners
Arkansas
$500M +$107M +27% 6.52% 70.4% 378 26.72% 0.3
RM
3206
Rudius Management
New York
$500M +$39.2M +9% 14.2% 8.92% 8 0% 2.3
CenterStar Asset Management
3207
CenterStar Asset Management
Illinois
$500M +$142M +40% 3.36% 104% 424 78.3% 0.3
Virtue Capital Management
3208
Virtue Capital Management
Tennessee
$499M -$84.3M -14% 5.37% 97.9% 404 42.33% 1.9
First Fiduciary Investment Counsel
3209
First Fiduciary Investment Counsel
Ohio
$499M +$38M +8% 9.41% 60% 68 5.88% 4.6
Tobias Financial Advisors
3210
Tobias Financial Advisors
Florida
$499M +$35.1M +8% 4.93% 44.5% 111 9.01% 2
Turtle Creek Wealth Advisors
3211
Turtle Creek Wealth Advisors
Texas
$499M +$66.9M +15% 6.33% 112% 208 23.56% 0.7
SR One Capital Management
3212
SR One Capital Management
Pennsylvania
$499M +$179M +56% 27.6% 656% 11 18.18% 1.1
Edge Wealth Management
3213
Edge Wealth Management
New York
$498M +$23.3M +5% 6.17% 75.3% 83 9.64% 5.7
Accurate Wealth Management
3214
Accurate Wealth Management
Florida
$498M +$80.8M +19% 6.72% 101% 390 19.49% 1.4
Huber Capital Management
3215
Huber Capital Management
California
$497M +$57.2M +13% 4.81% 70.4% 100 6% 4.5
Bright Rock Capital Management
3216
Bright Rock Capital Management
Massachusetts
$497M +$22.9M +5% 6.35% 53.1% 78 19.23% 5.3
M. Kulyk & Associates
3217
M. Kulyk & Associates
Georgia
$497M +$66.8M +16% 7.57% 63.3% 118 10.17% 2.4
Capital Group Investment Management
3218
Capital Group Investment Management
Singapore
$497M +$34.1M +7% 8.62% 145% 146 10.96% 1.5
Rice Partnership
3219
Rice Partnership
Hawaii
$497M +$36.5M +8% 6.38% 123% 173 11.56% 2.9
B.O.S.S. Retirement Advisors
3220
B.O.S.S. Retirement Advisors
Utah
$497M +$106M +27% 7.27% 78.2% 217 28.11% 0.9
Fortis Capital Management
3221
Fortis Capital Management
Washington
$496M +$27.6M +6% 4.08% 82% 136 10.29% 2.1
Breakwater Capital Group
3222
Breakwater Capital Group
New Jersey
$496M +$55.6M +13% 6.5% 67.4% 294 8.84% 1.2
EAM Global Investors
3223
EAM Global Investors
California
$496M +$50.9M +11% 25.1% 2,399% 134 60.45% 0.3
Partners in Financial Planning
3224
Partners in Financial Planning
Virginia
$496M +$35.6M +8% 5.91% 38.9% 110 8.18% 2.6
Citizens Business Bank
3225
Citizens Business Bank
California
$496M +$22.6M +5% 6.61% 108% 107 4.67% 5.8