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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)
ICM
3401
Indaba Capital Management
California
$247M -$181M -42% 13.2% 66.7% 21 38.1% 1.1
Ashburton (Jersey)
3402
Ashburton (Jersey)
Jersey
$247M +$44M +22% 9.92% – 110 14.55% 1.3
DMK
3403
David M. Knott
$247M +$8.66M +4% 23% 81% 128 17.97% 2.5
Edmonds Duncan Registered Investment Advisors
3404
Edmonds Duncan Registered Investment Advisors
Kansas
$247M +$8.77M +4% 5.23% 12.8% 118 6.78% 3
Rock Point Advisors
3405
Rock Point Advisors
Vermont
$246M +$24.8M +11% 7% 82.8% 86 19.77% 3.1
CT
3406
Chicago Trust
Illinois
$246M +$8.88M +4% 7.66% 96.7% 193 9.33% 3.2
RDA Financial Network
3407
RDA Financial Network
Iowa
$246M +$11.5M +5% 6.89% 93.4% 264 11.74% 0.6
Intellectus Partners
3408
Intellectus Partners
California
$246M +$18.2M +8% 9.38% 157% 213 14.55% 1.7
Stansberry Asset Management
3409
Stansberry Asset Management
Texas
$246M +$19.4M +9% 12.6% 79.6% 56 23.21% 1.1
AWW
3410
Alan W. Weber
$245M +$17.1M +8% 14.6% 191% 87 14.94% 2.9
Steel Partners Holdings
3411
Steel Partners Holdings
New York
$245M -$33.1M -12% 9.76% – 6 16.67% 4.6
Occidental Asset Management
3412
Occidental Asset Management
California
$245M +$6.65M +3% 5.12% 82.5% 151 5.96% 2.8
StoneX Group
3413
StoneX Group
New York
$245M +$85.2M +53% 7.07% 85.2% 320 25% 1.4
Rainier Group Investment Advisory
3414
Rainier Group Investment Advisory
Washington
$245M +$24.6M +11% 7.6% 41.4% 50 10% 1.8
Montgomery Investment Management
3415
Montgomery Investment Management
Maryland
$245M +$11M +5% 6.93% 105% 91 3.3% 5
Goldstein Munger & Associates
3416
Goldstein Munger & Associates
California
$245M +$17.9M +8% 7.34% 11.9% 34 5.88% 4.7
General Pension Society PZU Joint Stock
3417
General Pension Society PZU Joint Stock
Poland
$245M +$11.8M +5% 13.4% 116% 14 0% 5.3
SFE Investment Counsel
3418
SFE Investment Counsel
California
$245M +$7.95M +3% 9.53% 105% 122 10.66% 3.8
Hi-Line Capital Management
3419
Hi-Line Capital Management
South Dakota
$244M +$20M +9% 9.56% 57.5% 30 10% 0.9
Perkins Coie Trust Company
3420
Perkins Coie Trust Company
Washington
$244M +$18.3M +8% 7.85% 83.2% 328 11.59% 4.3
Northstar Wealth Partners
3421
Northstar Wealth Partners
Connecticut
$244M +$16.2M +7% 7.58% 36.2% 186 6.45% 1.9
White Pine Investment Company
3422
White Pine Investment Company
Michigan
$244M +$23.8M +11% 7.81% 73.3% 66 9.09% 3.2
Beck Bode LLC
3423
Beck Bode LLC
Massachusetts
$244M +$15.9M +7% 9.22% 155% 78 28.21% 0.6
Bridge City Capital
3424
Bridge City Capital
Oregon
$243M +$11M +5% 7.9% 120% 96 13.54% 2
Liberty Capital Management
3425
Liberty Capital Management
Michigan
$243M +$16.1M +7% 6.74% – 125 5.6% 3.9