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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)
Community Bank
2251
Community Bank
New York
$714M -$43.6M -6% 4.41% 73.5% 439 5.47% 5.8
Leuthold Group
2252
Leuthold Group
Minnesota
$713M -$58.8M -8% 0.84% 126% 227 32.16% 2.1
Keeley-Teton Advisors
2253
Keeley-Teton Advisors
Illinois
$712M -$69.9M -9% 2.71% 28.6% 364 9.07% 3
Great Hill Partners
2254
Great Hill Partners
Massachusetts
$712M -$148M -17% 16.9% 24% 2 0% 1.8
MCM
2255
McKinley Capital Management
Alaska
$712M -$36.6M -5% 1.55% 63.3% 172 12.21% 4
Southeast Asset Advisors
2256
Southeast Asset Advisors
Georgia
$712M +$9.18M +1% 1.19% 91.5% 160 8.75% 4.2
Tairen Capital
2257
Tairen Capital
Hong Kong
$711M -$2.47B -78% 4.62% 462% 41 63.41% 0.5
Pegasus Partners
2258
Pegasus Partners
Wisconsin
$711M +$30.8M +5% 3.7% 32.6% 146 23.97% 3.6
J.V. Bruni & Co
2259
J.V. Bruni & Co
Colorado
$711M -$42.3M -6% 6.19% 97.9% 31 0% 5.4
Sagefield Capital
2260
Sagefield Capital
Texas
$711M +$243M +52% 12.6% 115% 133 51.88% 0.8
Shay Capital
2261
Shay Capital
New York
$711M -$5.16M -0.7% 0.93% 166% 552 65.04% 0.5
MBL Wealth
2262
MBL Wealth
North Carolina
$710M +$1.65M +0.2% 2.75% 52.7% 190 13.68% 1.4
LVM Capital Management
2263
LVM Capital Management
Michigan
$709M -$38.8M -5% 3.23% 121% 151 14.57% 5.9
Hudson Valley Investment Advisors
2264
Hudson Valley Investment Advisors
New York
$709M -$29.2M -4% 1.35% 102% 208 14.42% 5.1
Tang Capital Management
2265
Tang Capital Management
California
$709M +$29.4M +4% 3.24% 493% 116 23.28% 0.8
Oak Hill Capital Management
2266
Oak Hill Capital Management
New York
$709M +$114M +19% 19.1% 1.19% 1 0% 1.8
Angeles Wealth Management
2267
Angeles Wealth Management
California
$708M -$25.8M -4% 3.14% 80.6% 241 17.01% 1.1
Marex Group
2268
Marex Group
$708M +$153M +28% 5.94% 254% 268 37.31% 0.5
Quest Investment Management
2269
Quest Investment Management
Oregon
$707M -$25.9M -4% 3.18% 105% 94 14.89% 5.3
First American Trust
2270
First American Trust
California
$707M -$19.3M -3% 1.63% 84.6% 159 10.69% 4.3
Main Street Financial Solutions
2271
Main Street Financial Solutions
Pennsylvania
$706M -$36.2M -5% 3.22% 75.4% 491 15.89% 1.9
Sentinel Trust
2272
Sentinel Trust
Texas
$706M -$29.7M -4% 2.85% 79.2% 135 5.19% 2.4
Azzad Asset Management
2273
Azzad Asset Management
Virginia
$706M -$38.9M -5% 4.88% 101% 326 9.2% 4.2
Madison Avenue Partners
2274
Madison Avenue Partners
New York
$705M +$246M +54% 4.97% 284% 24 37.5% 1.1
Beacon Financial Group
2275
Beacon Financial Group
Texas
$705M -$33M -4% 2.46% 66.6% 243 12.76% 4.8