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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)
Advisor Resource Council
5076
Advisor Resource Council
Texas
$257M -$983M -79% 9.89% 74.7% 623 74% 0.4
Washington State Investment Board
5077
Washington State Investment Board
Washington
$256M -$3.92M -2% 12.9% 567% 2 0% 3.9
Campbell Capital Management
5078
Campbell Capital Management
Florida
$256M +$84.9M +50% 14.7% – 80 62.5% 1.8
FSA Wealth Management
5079
FSA Wealth Management
Massachusetts
$256M +$20.7M +9% 10.6% – 562 11.92% 1.5
TOBAM
5080
TOBAM
France
$256M +$22.2M +10% 5.76% 56% 284 22.54% 3.1
Kathleen S. Wright Associates
5081
Kathleen S. Wright Associates
Pennsylvania
$256M +$14.3M +6% 6.56% 66% 259 8.11% 2.2
Global Assets Advisory
5082
Global Assets Advisory
Florida
$256M -$275M -52% 12% 95.9% 301 39.87% 0.6
Brown Financial Advisors
5083
Brown Financial Advisors
Ohio
$256M +$13.7M +6% 8.99% – 145 15.17% 0.8
Lowe Wealth Advisors
5084
Lowe Wealth Advisors
Maryland
$256M +$20.8M +9% 7.05% 63.3% 378 5.03% 5.1
Exane Asset Management
5085
Exane Asset Management
France
$256M +$84.3M +49% 6.6% 74.5% 33 42.42% 0.7
Reliant Wealth Planning
5086
Reliant Wealth Planning
Kentucky
$256M +$36.9M +17% 7.12% 39.4% 42 30.95% 1.2
BKM Wealth Management
5087
BKM Wealth Management
Wisconsin
$256M +$13.1M +5% 7.75% 69.6% 161 4.35% 1.3
Tieton Capital Management
5088
Tieton Capital Management
Washington
$256M +$37.1M +17% 26.2% 172% 35 5.71% 5.5
Stonebridge Capital Management
5089
Stonebridge Capital Management
California
$256M +$24.4M +11% 11.8% – 88 5.68% 8.4
Palisades Hudson Asset Management
5090
Palisades Hudson Asset Management
Florida
$256M +$35.3M +16% 8.75% 66.8% 111 10.81% 6.1
MCF
5091
MKA Charitable Fund
California
$256M +$22.9M +10% 10.8% 17.1% 1 0% 1.5
Intel Corp
5092
Intel Corp
California
$256M +$86.8M +51% 58.6% 9.79% 2 0% 2.1
BHK Investment Advisors
5093
BHK Investment Advisors
Alabama
$255M +$18.9M +8% 7.1% 54.6% 63 1.59% 4.8
West Oak Capital
5094
West Oak Capital
California
$255M -$3.29M -1% 10.7% 110% 327 10.7% 6.6
Maryland Capital Advisors
5095
Maryland Capital Advisors
Maryland
$255M +$28.6M +13% 4.77% – 276 18.12% 2.5
Rakuten Securities
5096
Rakuten Securities
Japan
$255M +$56.9M +29% 45.2% – 895 14.19% 1.1
Martin Capital Partners
5097
Martin Capital Partners
Oregon
$255M +$171M +205% 0.57% 42.3% 76 25% 3.7
Tyro Capital Management
5098
Tyro Capital Management
Florida
$255M -$13.4M -5% 21% – 16 50% 0.8
Chaney Capital Management
5099
Chaney Capital Management
Washington
$255M +$30.5M +14% 9.26% – 36 5.56% 1.3
Oliver Lagore Vanvalin Investment Group
5100
Oliver Lagore Vanvalin Investment Group
Michigan
$255M – – 9.31% – 661 – 2.2