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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)
First National Bank & Trust Co of Newtown
2976
First National Bank & Trust Co of Newtown
Pennsylvania
$438M -$30.7M -7% 3.98% 55.7% 130 3.85% 8.2
Taikang Asset Management (HK)
2977
Taikang Asset Management (HK)
Hong Kong
$438M +$8.81M +2% 3.24% 172% 70 10% 3.4
Insight Advisors
2978
Insight Advisors
Pennsylvania
$438M -$10.1M -2% 1.91% 74% 294 9.52% 2.1
First Dallas Securities
2979
First Dallas Securities
Texas
$437M +$257M +144% 0% 163% 195 67.18% 1.8
ECP ControlCo
2980
ECP ControlCo
New Jersey
$436M -$60.1M -12% 11.7% 42.5% 9 0% 1.8
Howard Financial Services
2981
Howard Financial Services
Texas
$436M +$17M +4% 3.23% 55.9% 155 11.61% 2.5
GCMG
2982
Gyroscope Capital Management Group
Florida
$436M +$2.72M +0.6% 3.73% 24.8% 244 34.02% 1.6
Chemung Canal Trust
2983
Chemung Canal Trust
New York
$436M -$30.1M -6% 3.69% 80.9% 120 6.67% 6.7
Realta Investment Advisors
2984
Realta Investment Advisors
Delaware
$435M -$22.5M -5% 4.05% 151% 829 6.51% 1.7
Team Hewins
2985
Team Hewins
California
$435M +$226M +108% 2.12% 60.5% 50 84% 0.2
Ithaka Group
2986
Ithaka Group
Virginia
$434M -$44.5M -9% 5.2% 143% 39 10.26% 4.7
Affinity Wealth Management
2987
Affinity Wealth Management
Delaware
$434M -$1.75M -0.4% 0.6% 116% 107 14.02% 2.3
Revolve Wealth Partners
2988
Revolve Wealth Partners
New Jersey
$434M +$7.14M +2% 3.37% 67.4% 160 14.38% 1.3
Probity Advisors
2989
Probity Advisors
Texas
$434M -$24.3M -5% 3.48% 61.7% 190 6.84% 5.2
AGM
2990
Alpine Global Management
New York
$434M +$70.3M +19% 16.4% 149% 287 73.87% 0.5
Northside Capital Management
2991
Northside Capital Management
Oregon
$434M +$145M +50% 0.57% 99.6% 120 14.17% 3.9
Siemens Pension Trust
2992
Siemens Pension Trust
Germany
$433M -$68.8M -14% 13.7% 25.4% 1 0% 0.8
Farmers Trust Company
2993
Farmers Trust Company
Ohio
$433M -$33.9M -7% 2.77% 73.5% 163 9.2% 6.3
CFO4Life Group
2994
CFO4Life Group
Texas
$433M -$32.9M -7% 4.97% 56.7% 187 12.83% 3.1
Fiduciary Alliance
2995
Fiduciary Alliance
South Carolina
$433M -$32.9M -7% 2.69% 104% 1,013 83.71% 0.6
Charles-Lim Capital
2996
Charles-Lim Capital
Hong Kong
$433M -$245M -36% 18.7% 4.44% 9 44.44% 2.3
Marotta Asset Management
2997
Marotta Asset Management
Virginia
$432M -$16.2M -4% 4.35% 51% 113 6.19% 2.8
Occidental Asset Management
2998
Occidental Asset Management
California
$432M -$9.6M -2% 3.18% 82.5% 228 17.54% 3.5
Parkside Financial Bank & Trust
2999
Parkside Financial Bank & Trust
Missouri
$432M +$10.9M +3% 3.06% 85.4% 2,141 10.09% 4.2
Schneider Downs Wealth Management Advisors
3000
Schneider Downs Wealth Management Advisors
Pennsylvania
$432M -$5.98M -1% 4.1% 61.5% 113 6.19% 3.6