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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)
RKL Wealth Management
3026
RKL Wealth Management
Pennsylvania
$174M -$41.4M -19% 0.98% 76.8% 65 27.69% 1.3
AIA
3027
Allegis Investment Advisors
Idaho
$174M -$4.66M -3% 1.29% – 1,171 84.03% 0.2
Kinsight LLC
3028
Kinsight LLC
Alabama
$174M +$2.45M +1% 1.64% 15.7% 35 8.57% 2.1
Integrated Investment Consultants
3029
Integrated Investment Consultants
Michigan
$174M +$46.9M +37% 1.75% 70.2% 598 80.6% 0
Bard Associates
3030
Bard Associates
Illinois
$174M +$4.06M +2% 2.33% 241% 169 7.69% 2.1
Prentiss Smith & Co
3031
Prentiss Smith & Co
Vermont
$174M -$15.4M -8% 0.08% 63.9% 366 16.12% 1.7
Summit Partners
3032
Summit Partners
Massachusetts
$173M -$146M -46% 1.64% 13.7% 3 0% 2.4
Riverpark Capital Management
3033
Riverpark Capital Management
New York
$173M +$19.8M +13% 0.59% 152% 49 36.73% 1.4
LWM
3034
LBA Wealth Management
Florida
$173M -$673K -0.4% 1.2% 19.2% 463 18.79% 1.3
Credential Securities
3035
Credential Securities
$173M +$20.4M +13% 6.75% 32.5% 242 15.29% 1.5
West Face Capital
3036
West Face Capital
Ontario, Canada
$173M -$32.5M -16% 1.05% 10.9% 5 20% 1.9
Bridge Creek Capital Management
3037
Bridge Creek Capital Management
Massachusetts
$173M +$7.28M +4% 3.13% 76.5% 82 3.66% 0.2
BSWMG
3038
Barrington Strategic Wealth Management Group
Illinois
$173M +$1.66M +1% 0.79% 17.9% 101 7.92% 2.2
FCT
3039
Family Capital Trust
Massachusetts
$173M -$10.6M -6% 0.65% 39.1% 81 24.69% 2.1
IMA Advisory Services
3040
IMA Advisory Services
Colorado
$172M +$7.68M +5% 1.76% 74.5% 138 37.68% 1.7
VNBTrust National Association
3041
VNBTrust National Association
Virginia
$172M -$11.1M -6% 1.75% 42.9% 157 22.29% 2
HT Partners
3042
HT Partners
Connecticut
$172M +$17.7M +11% 0.85% 71.1% 49 71.43% 1.2
Garcia Hamilton & Associates
3043
Garcia Hamilton & Associates
Texas
$172M +$1.34M +0.8% 1.9% 39.1% 73 15.07% 1.7
Retirement Capital Strategies
3044
Retirement Capital Strategies
California
$172M +$8.66M +5% 1.98% 59% 17 17.65% 1.4
Founders Capital Management (Connecticut)
3045
Founders Capital Management (Connecticut)
Connecticut
$172M +$5.76M +3% 2.84% 99.9% 55 1.82% 1.8
Financial Sense Advisors
3046
Financial Sense Advisors
California
$172M -$41.9M -20% 6.35% 152% 109 44.95% 1
MEAG MUNICH ERGO AssetManagement
3047
MEAG MUNICH ERGO AssetManagement
Germany
$172M +$13.5M +9% 0.05% 18.2% 28 10.71% 0.3
OCM
3048
Oskie Capital Management
New York
$172M -$8.16M -5% 1.88% 69.3% 29 41.38% 0.5
Gemmer Asset Management
3049
Gemmer Asset Management
California
$171M +$2.18M +1% 0.11% 96.8% 1,387 13.05% 1.7
Gladius Capital Management
3050
Gladius Capital Management
Illinois
$171M +$1.76M +1% 1.09% 78% 2 0% 2.3