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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)
RB Capital Management
4026
RB Capital Management
Nevada
$127M -$13.2M -9% 1.73% 79.4% 144 8.33% 1
Cascade Investment Advisors
4027
Cascade Investment Advisors
Oregon
$127M +$1.01M +0.8% 2.27% 71.4% 226 22.57% 1.1
River Oaks Capital
4028
River Oaks Capital
Minnesota
$127M +$1.8M +1% 3.2% – 62 9.68% 1.1
ACM
4029
ADI Capital Management
New York
$127M -$20M -14% 5.73% 113% 22 63.64% 0.5
Global Trust Asset Management
4030
Global Trust Asset Management
Florida
$127M -$13.9M -10% 1.06% 178% 415 10.6% 0.2
OH
4031
Oikos Holdings
New York
$127M -$45.7M -26% 27.3% 5.54% 10 20% 0.2
Point72 Europe
4032
Point72 Europe
United Kingdom
$127M -$24.2M -16% 0.57% 95.4% 34 70.59% 0.3
Kemper Corp Master Retirement Trust
4033
Kemper Corp Master Retirement Trust
Illinois
$127M -$49.4M -28% 1.54% 21.9% 91 57.14% 4.2
BCA
4034
Benchmark Capital Advisors
New York
$127M -$1.68M -1% 0.83% 29.5% 142 11.97% 2.9
LSCM
4035
LaSalle Street Capital Management
Illinois
$126M -$18.7M -13% 2.51% 30.5% 112 18.75% 1.9
AllSquare Wealth Management
4036
AllSquare Wealth Management
New York
$126M -$715K -0.6% 1.38% 62.4% 434 13.13% 1.2
Hamilton Lane Advisors
4037
Hamilton Lane Advisors
Pennsylvania
$126M -$67.6M -35% 12.9% 167% 65 52.31% 0.8
USAdvisors Wealth Management
4038
USAdvisors Wealth Management
Minnesota
$126M +$9.04M +8% 0.51% 59.6% 76 38.16% 0.2
Rosenthal Henry Capital Advisors
4039
Rosenthal Henry Capital Advisors
Indiana
$126M -$1.06M -0.8% 1.73% 91.9% 63 6.35% 0.9
Physicians Financial Services
4040
Physicians Financial Services
North Carolina
$126M -$5.11M -4% 0.93% 100% 118 21.19% 2
Loudon Investment Management
4041
Loudon Investment Management
New Hampshire
$126M -$6.34M -5% 2.14% 61.6% 88 4.55% 3.2
Kathryn A. Hall
4042
Kathryn A. Hall
$126M +$4.45M +4% 8.28% 95.2% 7 42.86% 2.2
Madrona Financial Services
4043
Madrona Financial Services
Washington
$126M +$7.24M +6% 0.32% 85.1% 46 19.57% 1.8
Rezny Wealth Management
4044
Rezny Wealth Management
Florida
$126M -$10.7M -8% 0.96% 99.6% 14 28.57% 2.2
RiverGlades Family Offices
4045
RiverGlades Family Offices
Florida
$125M +$3.63M +3% 1.08% – 86 30.23% 0.2
Copernicus Capital Management
4046
Copernicus Capital Management
California
$125M -$8.83M -7% 2.79% 126% 30 56.67% 0.2
Mill Road Capital Management
4047
Mill Road Capital Management
Connecticut
$125M +$20.7M +20% 24% 85.1% 13 23.08% 2.1
Ballast Inc
4048
Ballast Inc
Kentucky
$125M +$6.87M +6% 1.11% 71.3% 87 8.05% 0.2
CCM
4049
Consolidated Capital Management
California
$125M +$28.4M +29% 0.53% 166% 58 34.48% 0.9
BOCM
4050
Bontempo Ohly Capital Management
Maryland
$125M -$2.96M -2% 2.53% 49.6% 29 0% 2.1