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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)
Steigerwald Gordon & Koch
2301
Steigerwald Gordon & Koch
Virginia
$629M +$83M +15% 13.4% 59.5% 113 9.73% 5
Royal Fund Management
2302
Royal Fund Management
Florida
$629M +$78.5M +14% 8.36% 103% 283 31.45% 2.4
Bridgeworth
2303
Bridgeworth
Alabama
$628M +$196M +45% 6.05% 19.3% 162 16.67% 3
McGowan Group Asset Management
2304
McGowan Group Asset Management
Texas
$628M +$51.4M +9% 6.35% 69.8% 140 18.57% 3
JLB & Associates
2305
JLB & Associates
Michigan
$628M +$63.8M +11% 15.1% 69.9% 75 5.33% 6.4
John G. Ullman & Associates
2306
John G. Ullman & Associates
New York
$627M +$55.7M +10% 15.9% 156% 174 12.64% 3.6
Amplius Wealth Advisors
2307
Amplius Wealth Advisors
Pennsylvania
$626M +$67.1M +12% 8.16% 58% 199 38.69% 0.7
Clean Energy Transition
2308
Clean Energy Transition
United Kingdom
$626M -$246M -28% 19.8% 129% 18 44.44% 0.7
PDS Planning
2309
PDS Planning
Ohio
$626M +$76.4M +14% 8.43% 62.7% 236 18.64% 2.5
DDD Partners
2310
DDD Partners
Washington
$625M +$73.9M +13% 15.3% 62.1% 88 15.91% 1.9
Strategic Global Advisors
2311
Strategic Global Advisors
California
$625M +$24.5M +4% 11.3% 137% 156 22.44% 2
Rossmore Private Capital
2312
Rossmore Private Capital
Connecticut
$625M +$65.8M +12% 12.5% 87.1% 233 7.3% 3.2
Oakmont Corp
2313
Oakmont Corp
California
$624M -$15.3M -2% 7.7% 70.2% 35 2.86% 2.1
Goodnow Investment Group
2314
Goodnow Investment Group
Connecticut
$624M +$29.1M +5% 13.4% 131% 18 11.11% 4.4
Southern Farm Bureau Life Insurance
2315
Southern Farm Bureau Life Insurance
Mississippi
$623M +$17.8M +3% 9.1% 52.3% 19 21.05% 1.5
Boenning & Scattergood
2316
Boenning & Scattergood
Pennsylvania
$622M +$132M +27% 9.82% 34.5% 424 19.1% 2.9
Atlas Merchant Capital
2317
Atlas Merchant Capital
New York
$622M – – 1.97% 65.7% 184 – 0
Eubel Brady & Suttman Asset Management
2318
Eubel Brady & Suttman Asset Management
Ohio
$621M +$60.8M +11% 10.1% 40.2% 92 11.96% 4.1
First Heartland Consultants
2319
First Heartland Consultants
Missouri
$621M -$545M -47% 5.86% 59.2% 405 22.96% 3
FORA Capital
2320
FORA Capital
Florida
$620M +$98.5M +19% 10.6% 162% 676 76.48% 0.2
Perella Weinberg Partners Capital Management
2321
Perella Weinberg Partners Capital Management
New York
$619M -$74.4M -11% 5.81% 1.52% 26 23.08% 2.5
NJ State Employees Deferred Compensation Plan
2322
NJ State Employees Deferred Compensation Plan
New Jersey
$618M +$34.4M +6% 10.3% 127% 492 4.88% 5.8
PDT Partners
2323
PDT Partners
New York
$618M -$43.1M -7% 8.44% 211% 973 54.27% 0.7
Trinity Street Asset Management
2324
Trinity Street Asset Management
United Kingdom
$617M +$122M +25% 17.9% 76.9% 20 10% 2.1
Trust Company
2325
Trust Company
Kansas
$617M +$160M +35% 6.99% 40.6% 352 17.61% 4.4