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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
America First Investment Advisors
Omaha,
Nebraska
| $361M | -$11.4M | -3% | 0.92% | 78.2% | 98 | 2.04% | 5.2 |
|
| 3327 |
3327
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $360M | -$33.6M | -9% | 5.25% | 47.9% | 122 | 17.21% | 1.3 |
|
| 3328 |
3328
M. Kulyk & Associates
Decatur,
Georgia
| $360M | +$1.93M | +0.5% | 4.56% | 63.3% | 111 | 17.12% | 2 |
|
| 3329 |
3329
York Capital Management Global Advisors
New York
| $360M | -$169M | -32% | 31.7% | 74.1% | 8 | 37.5% | 1.7 |
|
| 3330 |
3330
Ackerman Capital Advisors
Dallas,
Texas
| $359M | -$26.5M | -7% | 3.73% | 46.4% | 110 | 20% | 2.6 |
|
| 3331 |
3331
Steel Partners Holdings
New York
| $359M | -$225M | -39% | 8.5% | – | 7 | 28.57% | 3 |
|
| 3332 |
3332
Golden State Equity Partners
South Coast Metro,
California
| $359M | +$3.14M | +0.9% | 3.21% | – | 415 | 27.71% | 1 |
|
| 3333 |
3333
Renaissance Investment Group
Lenox,
Massachusetts
| $359M | -$22.1M | -6% | 3.07% | 110% | 80 | 5% | 6.7 |
|
| 3334 |
3334
Harber Asset Management
Asheville,
North Carolina
| $359M | -$18.1M | -5% | 4.4% | 63.6% | 37 | 18.92% | 1.5 |
|
| 3335 |
3335
Callodine Capital Management
Boston,
Massachusetts
| $359M | +$10.5M | +3% | 2.18% | 53.8% | 47 | 34.04% | 1.5 |
|
| 3336 |
3336
IAG Wealth Partners
Waukesha,
Wisconsin
| $359M | -$19.7M | -5% | 3.79% | 47.3% | 476 | 10.92% | 2.5 |
|
| 3337 |
3337
Shelter Mutual Insurance
Columbia,
Missouri
| $358M | -$53.1M | -13% | 2.57% | 51.2% | 67 | 10.45% | 5.1 |
|
| 3338 |
TC
3338
Teilinger Capital
Houston,
Texas
| $358M | +$35.2M | +11% | 0.95% | 30.2% | 55 | 52.73% | 0.5 |
|
| 3339 |
NIC
3339
Northwest Investment Counselors
Lake Oswego,
Oregon
| $358M | -$16M | -4% | 3.9% | 32.4% | 614 | 17.43% | 2.9 |
|
| 3340 |
3340
P/E Global LLC
Boston,
Massachusetts
| $358M | -$9.8M | -3% | 3.99% | 49% | 1 | 0% | 1.5 |
|
| 3341 |
3341
Studio Investment Management
Chicago,
Illinois
| $358M | +$711K | +0.2% | 3.03% | 51.3% | 246 | 15.45% | 1.2 |
|
| 3342 |
3342
TenCore Partners
New York
| $358M | -$49M | -12% | 1.77% | 50.4% | 16 | 12.5% | 1.8 |
|
| 3343 |
3343
GR Financial Group
Tucson,
Arizona
| $358M | +$35.9M | +11% | 4.01% | 75.4% | 14 | 7.14% | 0.7 |
|
| 3344 |
3344
CMH Wealth Management
Portsmouth,
New Hampshire
| $358M | -$14.1M | -4% | 3.08% | 88% | 49 | 18.37% | 3.8 |
|
| 3345 |
3345
Sage Advisory Services
Austin,
Texas
| $357M | +$14.5M | +4% | 3.41% | 37.8% | 49 | 10.2% | 2.5 |
|
| 3346 |
3346
Retirement Income Solutions
Ann Arbor,
Michigan
| $357M | -$16.2M | -4% | 3.66% | 60.8% | 144 | 13.89% | 3 |
|
| 3347 |
3347
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $357M | -$7.14M | -2% | 2.53% | 67.5% | 508 | 10.83% | 1.3 |
|
| 3348 |
3348
Cederberg Capital
London,
United Kingdom
| $357M | +$128M | +56% | 26.4% | 273% | 6 | 33.33% | 1.3 |
|
| 3349 |
3349
Marietta Investment Partners
Milwaukee,
Wisconsin
| $357M | -$28.9M | -7% | 3.27% | 160% | 169 | 7.1% | 4.5 |
|
| 3350 |
3350
Pacific Capital Wealth Advisors
Corona,
California
| $357M | -$37.7M | -10% | 4.19% | 54.1% | 70 | 11.43% | 2.3 |
|