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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)
McKinley Carter Wealth Services
1626
McKinley Carter Wealth Services
West Virginia
$1.28B -$62.2M -5% 5.98% 63.2% 302 8.94% 3
Level Four Advisory Services
1627
Level Four Advisory Services
Texas
$1.28B -$35M -3% 2.67% 92.2% 721 20.94% 2.3
Foster & Motley
1628
Foster & Motley
Ohio
$1.28B -$9.8M -0.8% 1.9% 68.8% 373 9.65% 3.6
Lombard Odier Asset Management (Switzerland)
1629
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.27B -$291M -19% 6.61% 135% 415 71.81% 1.6
Banc Funds Company
1630
Banc Funds Company
Illinois
$1.27B -$53.2M -4% 1.08% 69% 202 8.42% 4.3
Rothschild Investment LLC
1631
Rothschild Investment LLC
Illinois
$1.27B -$16.8M -1% 0.83% 99.4% 557 15.08% 4
Global Retirement Partners
1632
Global Retirement Partners
California
$1.27B +$1.14B +885% 2.92% – 2,852 90.85% 0.3
Tokio Marine Asset Management
1633
Tokio Marine Asset Management
Japan
$1.27B +$4.03M +0.3% 3.93% 142% 545 14.68% 2.5
Philadelphia Trust Company
1634
Philadelphia Trust Company
Pennsylvania
$1.27B -$114M -8% 2.28% 162% 267 25.84% 3.4
Centaurus Financial
1635
Centaurus Financial
California
$1.27B -$54.8M -4% 4.25% 83.5% 1,000 20% 2
Tributary Capital Management
1636
Tributary Capital Management
Nebraska
$1.27B -$58.1M -4% 5.22% 82.6% 231 7.36% 3.5
O'Shares Investment Advisers
1637
O'Shares Investment Advisers
Massachusetts
$1.27B -$135M -10% 8.06% 71.8% 296 8.11% 1.9
1SP
1638
140 Summer Partners
New York
$1.26B +$621M +96% 4.91% 202% 23 52.17% 0.5
Mogy Joel R Investment Counsel
1639
Mogy Joel R Investment Counsel
California
$1.26B -$134M -10% 6.34% 121% 120 7.5% 7.1
Clarius Group LLC
1640
Clarius Group LLC
Washington
$1.26B $0 0% 6.31% 92.1% 493 0% 2.1
Csenge Advisory Group
1641
Csenge Advisory Group
Florida
$1.26B +$139M +12% 3.2% 66.3% 724 38.4% 1.4
Trustmark National Bank Trust Department
1642
Trustmark National Bank Trust Department
Mississippi
$1.26B -$51.2M -4% 2.92% 58.6% 278 13.67% 4.9
Hodges Capital Management
1643
Hodges Capital Management
Texas
$1.26B -$121M -9% 1.21% 200% 267 21.72% 2.9
Technology Crossover Management VIII
1644
Technology Crossover Management VIII
California
$1.26B -$1.09B -46% 33.9% 77.9% 10 20% 1.9
SouthState Corp
1645
SouthState Corp
Florida
$1.26B -$26.9M -2% 1.28% 78.9% 787 18.04% 2.4
Prana Capital Management
1646
Prana Capital Management
Connecticut
$1.26B -$9.3M -0.7% 4.53% 36.6% 107 45.79% 0.7
Edgestream Partners
1647
Edgestream Partners
New Jersey
$1.26B -$348M -22% 1.17% 41.7% 671 52.31% 0.5
Portolan Capital Management
1648
Portolan Capital Management
Massachusetts
$1.25B -$232M -16% 5.7% 738% 183 54.1% 1.1
Allianz Investment Management US
1649
Allianz Investment Management US
Minnesota
$1.25B +$130M +12% 8.48% 7.58% 23 21.74% 2
Avenir Corporation
1650
Avenir Corporation
Virginia
$1.25B -$46.3M -4% 2.18% 34.4% 73 9.59% 4.5