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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)
3AM
1576
3EDGE Asset Management
Florida
$1.31B +$113M +9% 3.94% 44.1% 49 32.65% 0.9
BI
1577
Bramshill Investments
Florida
$1.31B -$274M -17% 3.98% 3.6% 200 45.5% 1.4
Avidian Wealth Enterprises
1578
Avidian Wealth Enterprises
Texas
$1.3B +$130M +11% 5.39% 71.7% 428 22.2% 1.3
Clearstead Advisors
1579
Clearstead Advisors
Ohio
$1.3B +$99.2M +8% 7.6% 71.4% 1,341 20.21% 1.3
NRS
1580
Neville Rodie & Shaw
New York
$1.3B +$91M +8% 8.49% 125% 270 5.93% 5.5
WFMPM
1581
Woodley Farra Manion Portfolio Management
Indiana
$1.29B +$97.4M +8% 7.24% 68.1% 103 7.77% 3.3
SBLIC
1582
Security Benefit Life Insurance Company
Kansas
$1.29B – – 1.65% 60.6% 151 – 0.1
EC
1583
Engaged Capital
California
$1.29B -$93.9M -7% 3.73% 26.2% 10 20% 2.3
JIC
1584
Joel Isaacson & Co
New York
$1.29B +$145M +13% 7.78% 72.5% 298 11.41% 3.8
RVPG
1585
Relative Value Partners Group
$1.29B +$115M +10% 4.56% 8.9% 211 19.43% 2.7
H
1586
HoyleCohen
California
$1.28B +$301M +31% 5.5% 46.1% 274 5.11% 2.1
CPSAC
1587
Chas P. Smith & Associates (CPS)
Florida
$1.28B +$218M +20% 7.07% 53.7% 137 17.52% 3.8
Calamos Wealth Management
1588
Calamos Wealth Management
Illinois
$1.28B +$71M +6% 9.51% 102% 316 9.49% 2.4
SCP
1589
Sandhill Capital Partners
New York
$1.28B +$103M +9% 9.02% 64.9% 97 18.56% 3.2
NCGI
1590
Next Century Growth Investors
Minnesota
$1.28B -$30.7M -2% 14.5% 447% 136 11.76% 2.4
SCM
1591
Sandler Capital Management
New York
$1.28B +$109M +9% 15.2% 325% 134 50% 0.7
WBG
1592
Wharton Business Group
Pennsylvania
$1.28B +$225K +0% 6.35% 72.5% 133 18.8% 3.9
SCI
1593
S&CO Inc
Massachusetts
$1.28B +$92M +8% 6.97% 68.8% 191 5.24% 5.1
EC
1594
EMS Capital
New York
$1.28B +$196M +18% 12.5% 228% 32 53.13% 1.3
PM
1595
Pembroke Management
Quebec, Canada
$1.28B +$73.6M +6% 9.05% 94.5% 71 15.49% 2.3
CP
1596
Cumberland Partners
Ontario, Canada
$1.27B +$60.8M +5% 9.39% 101% 196 19.39% 2
IRF
1597
IBM Retirement Fund
New York
$1.27B -$138M -10% 8.67% 54.4% 808 11.39% 3.6
JCM
1598
Jag Capital Management
Missouri
$1.27B +$143M +13% 14.9% 230% 238 14.29% 2.2
Plancorp LLC
1599
Plancorp LLC
Missouri
$1.27B +$821M +181% 2.83% 67.3% 224 11.16% 2.9
RGREA
1600
Ranger Global Real Estate Advisors
Colorado
$1.27B +$338M +36% 5.78% 18% 39 43.59% 1.8