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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)
Ionic Capital Management
1876
Ionic Capital Management
New York
$629M -$334M -35% 0.59% 163% 160 50% 0.5
SKBA Capital Management
1877
SKBA Capital Management
California
$629M +$3.05M +0.5% 1.62% 53.9% 78 14.1% 3.2
Makaira Partners
1878
Makaira Partners
California
$629M -$62.1M -9% 2.01% 22% 10 0% 2.9
BTC Capital Management
1879
BTC Capital Management
Iowa
$626M +$8.5M +1% 2.6% – 202 11.88% 2.3
HAM
1880
Hillcrest Asset Management
Texas
$626M -$15.9M -2% 0.89% 97.2% 62 12.9% 1.7
Asset Advisors Investment Management
1881
Asset Advisors Investment Management
Georgia
$625M +$31.1M +5% 2.1% 67.5% 99 7.07% 0.9
Astor Investment Management
1882
Astor Investment Management
Illinois
$624M +$8.84M +1% 0.79% 23.3% 65 33.85% 1.6
American Assets Investment Management
1883
American Assets Investment Management
California
$624M -$2.46M -0.4% 1.33% 507% 184 5.43% 3.5
Mason Investment Advisory Services
1884
Mason Investment Advisory Services
Virginia
$624M +$22.8M +4% 0.49% 76.1% 87 6.9% 0.5
BRR OpCo
1885
BRR OpCo
Ohio
$624M +$3.68M +0.6% 0.53% 23.6% 199 10.55% 2.5
CWA Asset Management Group
1886
CWA Asset Management Group
Florida
$623M +$39.8M +7% 1.29% – 254 18.9% 1.9
McDaniel Terry & Co
1887
McDaniel Terry & Co
Texas
$623M +$19.8M +3% 2.02% 57.9% 82 21.95% 3.4
McGowan Group Asset Management
1888
McGowan Group Asset Management
Texas
$622M -$15.4M -2% 1.17% 69.8% 102 13.73% 2.7
Next Century Growth Investors
1889
Next Century Growth Investors
Minnesota
$621M -$181M -23% 0.8% 447% 143 20.98% 1.8
Dividend Assets Capital
1890
Dividend Assets Capital
South Carolina
$621M -$10.4M -2% 0.92% 67.4% 192 7.29% 3.3
Crestline Management
1891
Crestline Management
Texas
$621M -$122M -16% 13.5% 80.2% 126 72.22% 0.1
Raging Capital Management
1892
Raging Capital Management
New Jersey
$620M +$28.5M +5% 0.05% 6.41% 54 37.04% 0.9
CX Institutional
1893
CX Institutional
Indiana
$619M -$11.3M -2% 1.6% 62.9% 1,000 27.1% 0.7
Belpointe Asset Management
1894
Belpointe Asset Management
Nevada
$618M +$110M +22% 1.03% 80.1% 724 23.34% 0.8
Spirit of America Management Corp
1895
Spirit of America Management Corp
New York
$618M -$47.5M -7% 0.67% 113% 244 1.23% 3.9
Cadinha & Co
1896
Cadinha & Co
Hawaii
$618M +$64.9M +12% 3.32% 132% 122 9.84% 3.6
Everett Capital Advisors (UK)
1897
Everett Capital Advisors (UK)
United Kingdom
$618M -$216M -26% 0.16% 30.7% 41 46.34% 0.5
Everence Capital Management
1898
Everence Capital Management
Indiana
$617M +$12.2M +2% 2.49% 108% 677 9.16% 2.4
Dubuque Bank & Trust
1899
Dubuque Bank & Trust
Iowa
$617M -$2.7M -0.4% 2.13% 24% 182 10.99% 3.9
Vestmark Advisory Solutions
1900
Vestmark Advisory Solutions
Massachusetts
$617M +$32.4M +6% 1.77% 74.8% 591 15.57% 0.4