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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
SGK
2301
Steigerwald Gordon & Koch
Virginia
$629M +$83M +15% 13.4% 59.5% 113 9.73%
RFM
2302
Royal Fund Management
Florida
$629M +$78.5M +14% 8.36% 92.4% 283 31.45%
B
2303
Bridgeworth
Alabama
$628M +$196M +45% 6.05% 19.3% 162 16.67%
MGAM
2304
McGowan Group Asset Management
Texas
$628M +$51.4M +9% 6.35% 69.8% 140 18.57%
JA
2305
JLB & Associates
Michigan
$628M +$63.8M +11% 15.1% 69.5% 75 5.33%
JGUA
2306
John G. Ullman & Associates
New York
$627M +$55.7M +10% 15.9% 156% 174 12.64%
AWA
2307
Amplius Wealth Advisors
Pennsylvania
$626M +$67.1M +12% 8.16% 54.7% 199 38.69%
CET
2308
Clean Energy Transition
United Kingdom
$626M -$246M -28% 19.8% 129% 18 44.44%
PP
2309
PDS Planning
Ohio
$626M +$76.4M +14% 8.43% 62.7% 236 18.64%
DP
2310
DDD Partners
Washington
$625M +$73.9M +13% 15.3% 62.1% 88 15.91%
SGA
2311
Strategic Global Advisors
California
$625M +$24.5M +4% 11.3% 137% 156 22.44%
RPC
2312
Rossmore Private Capital
Connecticut
$625M +$65.8M +12% 12.5% 75.4% 233 7.3%
OC
2313
Oakmont Corp
California
$624M -$15.3M -2% 7.7% 70.2% 35 2.86%
GIG
2314
Goodnow Investment Group
Connecticut
$624M +$29.1M +5% 13.4% 131% 18 11.11%
SFBLI
2315
Southern Farm Bureau Life Insurance
Mississippi
$623M +$17.8M +3% 9.1% 47.4% 19 21.05%
BS
2316
Boenning & Scattergood
Pennsylvania
$622M +$132M +27% 9.82% 34.5% 424 19.1%
AMC
2317
Atlas Merchant Capital
New York
$622M 1.97% 65.7% 184
EBSAM
2318
Eubel Brady & Suttman Asset Management
Ohio
$621M +$60.8M +11% 10.1% 40.2% 92 11.96%
FHC
2319
First Heartland Consultants
Missouri
$621M -$545M -47% 5.86% 55.2% 405 22.96%
FC
2320
FORA Capital
Florida
$620M +$98.5M +19% 10.6% 162% 676 76.48%
PWPCM
2321
Perella Weinberg Partners Capital Management
New York
$619M -$74.4M -11% 5.81% 1.52% 26 23.08%
NSEDCP
2322
NJ State Employees Deferred Compensation Plan
New Jersey
$618M +$34.4M +6% 10.3% 127% 492 4.88%
PP
2323
PDT Partners
New York
$618M -$43.1M -7% 8.44% 211% 973 54.27%
TSAM
2324
Trinity Street Asset Management
United Kingdom
$617M +$122M +25% 17.9% 78.9% 20 10%
TC
2325
Trust Company
Kansas
$617M +$160M +35% 6.99% 36.5% 352 17.61%