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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)
Talbot Financial
2126
Talbot Financial
Washington
$1.21B +$33.2M +3% 4.9% 118% 70 7.14% 2.2
Caligan Partners
2127
Caligan Partners
New York
$1.21B +$451M +59% 43% 2,628% 30 60% 0.6
AltraVue Capital
2128
AltraVue Capital
Washington
$1.21B +$7.82M +0.6% 1.5% 221% 27 7.41% 4.1
Neumeier Poma Investment Counsel
2129
Neumeier Poma Investment Counsel
California
$1.21B -$11.9M -1% 4.08% 229% 45 13.33% 3.6
QCM
2130
Qsemble Capital Management
New York
$1.21B +$188M +18% 0.93% 39.9% 648 61.27% 0.3
DT Investment Partners
2131
DT Investment Partners
Pennsylvania
$1.21B +$25.8M +2% 2.09% 64.3% 562 8.19% 3.2
Intrust Bank
2132
Intrust Bank
Kansas
$1.21B +$5.21M +0.4% 4.1% 102% 418 10.29% 6.4
American Express
2133
American Express
New York
$1.21B -$68.2M -5% 5.32% – 2 50% 2
Polaris Capital Management
2134
Polaris Capital Management
Massachusetts
$1.21B -$316M -21% 3.98% 94.4% 93 7.53% 4.7
Park West Asset Management
2135
Park West Asset Management
California
$1.2B +$17.3M +1% 6.95% 181% 57 35.09% 1.1
Diversified Portfolios Inc
2136
Diversified Portfolios Inc
Michigan
$1.2B +$67.9M +6% 1.42% 38.2% 185 12.43% 3.5
C
2137
Chescapmanager
Maryland
$1.2B +$155M +15% 2.47% 202% 26 11.54% 3.3
Clearwater Capital Advisors
2138
Clearwater Capital Advisors
Illinois
$1.2B +$25.9M +2% 1.12% 44.7% 173 8.67% 5.3
Clean Energy Transition
2139
Clean Energy Transition
United Kingdom
$1.2B -$163M -12% 5.86% 129% 16 31.25% 1.5
Headlands Technologies
2140
Headlands Technologies
Illinois
$1.2B -$53.9M -4% 2.25% 158% 900 61.33% 0.4
Heritage Financial Services
2141
Heritage Financial Services
Massachusetts
$1.2B +$85.4M +8% 1.49% 38.3% 140 14.29% 2.5
Transamerica Financial Advisors
2142
Transamerica Financial Advisors
Florida
$1.2B -$7.43M -0.6% 1.98% 77.1% 1,938 23.43% 1.2
Meteora Capital
2143
Meteora Capital
Florida
$1.2B +$250M +27% 2.94% 56.9% 501 51.3% 0.3
SlateStone Wealth
2144
SlateStone Wealth
Florida
$1.2B +$39.8M +3% 2.89% 79.1% 309 9.39% 3.2
Estate Counselors
2145
Estate Counselors
Wisconsin
$1.19B +$29.8M +3% 3.01% 60% 108 34.26% 1.7
Longaeva Partners
2146
Longaeva Partners
Illinois
$1.19B +$499M +72% 7.51% – 162 79.01% 0.1
Amplius Wealth Advisors
2147
Amplius Wealth Advisors
Pennsylvania
$1.19B +$35.1M +3% 2.5% 58% 183 8.2% 2.8
Brandywine Oak Private Wealth
2148
Brandywine Oak Private Wealth
Pennsylvania
$1.19B +$40.1M +3% 2.56% 62.2% 242 6.61% 5
Fiduciary Group
2149
Fiduciary Group
Georgia
$1.19B +$52M +5% 3.36% 67.1% 303 6.93% 6.1
American Trust
2150
American Trust
Kentucky
$1.19B +$5.66M +0.5% 2.24% 59% 371 23.45% 1.2