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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)
America First Investment Advisors
3326
America First Investment Advisors
Nebraska
$361M -$11.4M -3% 0.92% 78.2% 98 2.04% 5.2
Liberty Mutual Group Asset Management
3327
Liberty Mutual Group Asset Management
Massachusetts
$360M -$33.6M -9% 5.25% 47.9% 122 17.21% 1.3
M. Kulyk & Associates
3328
M. Kulyk & Associates
Georgia
$360M +$1.93M +0.5% 4.56% 63.3% 111 17.12% 2
York Capital Management Global Advisors
3329
York Capital Management Global Advisors
New York
$360M -$169M -32% 31.7% 74.1% 8 37.5% 1.7
Ackerman Capital Advisors
3330
Ackerman Capital Advisors
Texas
$359M -$26.5M -7% 3.73% 46.4% 110 20% 2.6
Steel Partners Holdings
3331
Steel Partners Holdings
New York
$359M -$225M -39% 8.5% – 7 28.57% 3
Golden State Equity Partners
3332
Golden State Equity Partners
California
$359M +$3.14M +0.9% 3.21% – 415 27.71% 1
Renaissance Investment Group
3333
Renaissance Investment Group
Massachusetts
$359M -$22.1M -6% 3.07% 110% 80 5% 6.7
Harber Asset Management
3334
Harber Asset Management
North Carolina
$359M -$18.1M -5% 4.4% 63.6% 37 18.92% 1.5
Callodine Capital Management
3335
Callodine Capital Management
Massachusetts
$359M +$10.5M +3% 2.18% 53.8% 47 34.04% 1.5
IAG Wealth Partners
3336
IAG Wealth Partners
Wisconsin
$359M -$19.7M -5% 3.79% 47.3% 476 10.92% 2.5
Shelter Mutual Insurance
3337
Shelter Mutual Insurance
Missouri
$358M -$53.1M -13% 2.57% 51.2% 67 10.45% 5.1
TC
3338
Teilinger Capital
Texas
$358M +$35.2M +11% 0.95% 30.2% 55 52.73% 0.5
NIC
3339
Northwest Investment Counselors
Oregon
$358M -$16M -4% 3.9% 32.4% 614 17.43% 2.9
P/E Global LLC
3340
P/E Global LLC
Massachusetts
$358M -$9.8M -3% 3.99% 49% 1 0% 1.5
Studio Investment Management
3341
Studio Investment Management
Illinois
$358M +$711K +0.2% 3.03% 51.3% 246 15.45% 1.2
TenCore Partners
3342
TenCore Partners
New York
$358M -$49M -12% 1.77% 50.4% 16 12.5% 1.8
GR Financial Group
3343
GR Financial Group
Arizona
$358M +$35.9M +11% 4.01% 75.4% 14 7.14% 0.7
CMH Wealth Management
3344
CMH Wealth Management
New Hampshire
$358M -$14.1M -4% 3.08% 88% 49 18.37% 3.8
Sage Advisory Services
3345
Sage Advisory Services
Texas
$357M +$14.5M +4% 3.41% 37.8% 49 10.2% 2.5
Retirement Income Solutions
3346
Retirement Income Solutions
Michigan
$357M -$16.2M -4% 3.66% 60.8% 144 13.89% 3
Global Wealth Management Investment Advisory
3347
Global Wealth Management Investment Advisory
Florida
$357M -$7.14M -2% 2.53% 67.5% 508 10.83% 1.3
Cederberg Capital
3348
Cederberg Capital
United Kingdom
$357M +$128M +56% 26.4% 273% 6 33.33% 1.3
Marietta Investment Partners
3349
Marietta Investment Partners
Wisconsin
$357M -$28.9M -7% 3.27% 160% 169 7.1% 4.5
Pacific Capital Wealth Advisors
3350
Pacific Capital Wealth Advisors
California
$357M -$37.7M -10% 4.19% 54.1% 70 11.43% 2.3