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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)
Trustco Bank (New York)
4651
Trustco Bank (New York)
New York
$90.9M +$1.68M +2% 2.63% 131% 68 1.47% 3.4
Colrain Capital
4652
Colrain Capital
Massachusetts
$90.9M +$1.8M +2% 1.64% – 42 0% 4
Portland Investment Counsel
4653
Portland Investment Counsel
Ontario, Canada
$90.4M -$103M -53% 1.46% 108% 45 20% 3.6
Coe Capital Management
4654
Coe Capital Management
Illinois
$90.3M -$49K -0.1% 1.99% 84.4% 85 10.59% 3.3
Galileo PTC
4655
Galileo PTC
British Virgin Islands
$90.2M -$112M -55% 54.5% 82.7% 2 0% 1
First Reserve GP XII
4656
First Reserve GP XII
Connecticut
$90.1M -$14.3M -14% 13.7% – 1 0% 0.5
Oppenheimer & Close
4657
Oppenheimer & Close
New York
$90.1M +$3.45M +4% 0.23% 149% 43 6.98% 3.6
FFL Partners
4658
FFL Partners
California
$90M -$11.2M -11% 20.2% 36.1% 1 0% 1.8
Flossbach von Storch AG Zurich
4659
Flossbach von Storch AG Zurich
Switzerland
$90M +$5.38M +6% 0.21% – 20 15% 0.6
SCA
4660
Strategic Capital Advisers
Colorado
$89.9M -$4.9M -5% 2.5% 51.4% 80 33.75% 1
PI
4661
Pachira Investments
California
$89.9M -$339K -0.4% 0.33% 82.3% 15 0% 1.7
Horan Securities
4662
Horan Securities
United States
$89.8M +$2.1M +2% 1.72% 50.1% 307 22.8% 1.9
Signia Capital Management
4663
Signia Capital Management
Washington
$89.7M +$9.46M +12% 4.76% 27% 30 33.33% 1.6
Kessler Investment Group
4664
Kessler Investment Group
Indiana
$89.6M -$5.66M -6% 1.49% 251% 134 29.1% 1.9
Covalis Capital
4665
Covalis Capital
United Kingdom
$89.6M -$57.1M -39% 2.41% 37.9% 17 70.59% 0.3
Meridian Financial Partners
4666
Meridian Financial Partners
Virginia
$89.1M -$332K -0.4% 0.73% 73.1% 51 5.88% 0.7
Caxton Corporation
4667
Caxton Corporation
New Jersey
$88.7M +$635K +0.7% 12.5% 512% 43 34.88% 0.7
RCA
4668
Reitz Capital Advisors
Michigan
$88.1M -$584K -0.7% 1.23% 11% 46 26.09% 0.6
AM
4669
Account Management
Massachusetts
$87.6M -$28.5M -25% 1.2% 87.4% 23 0% 4
TA
4670
Thor Advisors
New York
$87.5M – – 0.03% – 289 – 0.2
Sustainable Insight Capital Management
4671
Sustainable Insight Capital Management
New York
$87.4M +$1.51M +2% 2.92% 150% 62 32.26% 0.8
Vishria Bird Financial Group
4672
Vishria Bird Financial Group
Tennessee
$87.4M -$12.8M -13% 0.89% 74.3% 56 23.21% 0.9
WA
4673
WP Advisors
California
$87.2M -$2.44M -3% 0.52% 113% 61 4.92% 2.3
Security National Bank of Sioux City Iowa
4674
Security National Bank of Sioux City Iowa
Iowa
$87.2M +$2.33M +3% 1.88% 61% 93 8.6% 3.4
Deer VII & Co
4675
Deer VII & Co
New York
$86.6M -$27.6M -24% 35.4% 241% 5 20% 2.6