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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)
Adelante Capital Management
1851
Adelante Capital Management
California
$1.48B -$11.6M -0.8% 0.65% 43.2% 47 19.15% 4.5
Waddell & Associates
1852
Waddell & Associates
Tennessee
$1.48B +$306M +26% 7.18% 194% 414 29.95% 1.5
Partners Group Holding
1853
Partners Group Holding
Switzerland
$1.48B -$320M -18% 9.78% 23.3% 55 41.82% 4
Silver Oak Securities
1854
Silver Oak Securities
Tennessee
$1.48B +$144M +11% 2.19% 73.4% 855 17.43% 1.6
Armstrong Advisory Group
1855
Armstrong Advisory Group
Massachusetts
$1.48B +$61.8M +4% 1.84% 55.6% 991 8.98% 2.1
Shufro Rose & Co
1856
Shufro Rose & Co
New York
$1.48B +$254M +21% 4.76% 68.1% 348 21.84% 5.4
Clear Harbor Asset Management
1857
Clear Harbor Asset Management
Connecticut
$1.48B +$36.3M +3% 4.37% 98.6% 487 21.97% 3.9
CA
1858
Cullinan Associates
Kentucky
$1.48B -$60.4M -4% 4.52% 107% 218 5.5% 7.1
SSI Investment Management
1859
SSI Investment Management
California
$1.47B +$8.85M +0.6% 1.6% 15.7% 260 5% 2.8
JTC Employer Solutions Trustee
1860
JTC Employer Solutions Trustee
Jersey
$1.47B +$307M +26% 12.6% 88.7% 328 7.93% 3.3
Lutz Financial Services
1861
Lutz Financial Services
Nebraska
$1.47B +$88.9M +6% 1.34% 35.3% 103 7.77% 4.6
1607 Capital Partners
1862
1607 Capital Partners
Virginia
$1.47B +$140M +11% 1.73% 28.5% 140 23.57% 4
Sherman Porfolios
1863
Sherman Porfolios
Idaho
$1.47B +$1.19B +424% 4.64% – 189 80.42% 0.2
Trust Asset Management
1864
Trust Asset Management
Texas
$1.47B +$11.1M +0.8% 3.06% 91.1% 231 2.6% 4.3
Wilkinson Global Asset Management
1865
Wilkinson Global Asset Management
New York
$1.46B -$126M -8% 1.28% 86.5% 70 15.71% 3.5
Cornerstone Wealth Group
1866
Cornerstone Wealth Group
North Carolina
$1.46B -$18.3M -1% 2.95% 96% 408 18.38% 2.1
CapWealth Advisors
1867
CapWealth Advisors
Tennessee
$1.46B +$8.72M +0.6% 2.27% 152% 125 5.6% 5.1
IAIM
1868
International Assets Investment Management
Florida
$1.46B +$219M +18% 2.58% 101% 2,252 65.14% 0.9
Strategic Wealth Partners
1869
Strategic Wealth Partners
Ohio
$1.46B +$120M +9% 2.6% – 1,570 24.08% 1.1
Ranger Investment Management
1870
Ranger Investment Management
Texas
$1.46B +$23.6M +2% 2.34% 111% 85 17.65% 2.9
Scheer Rowlett & Associates Investment Management
1871
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.46B -$219M -13% 8.44% 74.2% 34 11.76% 7.2
RWWM Inc
1872
RWWM Inc
California
$1.46B +$54.9M +4% 2.96% 40.6% 37 18.92% 3.6
First American Trust
1873
First American Trust
California
$1.46B +$78.1M +6% 3.29% 84.6% 293 13.99% 3.5
Baader Bank Aktiengesellschaft
1874
Baader Bank Aktiengesellschaft
Germany
$1.45B -$84.6M -5% 5.76% 155% 635 55.12% 1.1
PWMAG
1875
Pinnacle Wealth Management Advisory Group
New Jersey
$1.45B +$121M +9% 3.37% 90.7% 538 26.77% 3.3