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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)
Sigma Investment Counselors
1651
Sigma Investment Counselors
Michigan
$625M +$19.6M +3% 2.94% 54.9% 129 7.75% 2.7
Rockland Trust
1652
Rockland Trust
Massachusetts
$624M +$47.1M +8% 5.29% 61.5% 167 10.78% 2.3
Crosslink Capital
1653
Crosslink Capital
California
$624M +$69.3M +12% 2.02% 135% 39 30.77% 1.6
BCM
1654
Brenham Capital Management
Texas
$624M -$219M -26% 10.8% 234% 17 58.82% 0.6
S&T Bank
1655
S&T Bank
Pennsylvania
$623M +$21.2M +4% 12.8% 193% 85 9.41% 2.7
Calamos Wealth Management
1656
Calamos Wealth Management
Illinois
$621M +$36.3M +6% 3.07% 102% 238 15.13% 1.5
TM
1657
TSG6 Management
California
$620M -$300M -33% 0.15% – 1 0% 1
SM
1658
SG3 Management
Puerto Rico
$620M – – 4.03% 38.7% 249 – 0
Darrell & King
1659
Darrell & King
Virginia
$619M +$38.4M +7% 7.99% – 51 9.8% 0.8
Kentucky Retirement Systems Insurance Trust Fund
1660
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$619M -$12.6M -2% 4.66% 115% 486 4.73% 2.8
Alerus Financial
1661
Alerus Financial
North Dakota
$619M +$619K +0.1% 2.2% 97.1% 129 12.4% 0.5
Clearstead Advisors
1662
Clearstead Advisors
Ohio
$618M – – 10.2% 71.4% 206 – 0
TCV Trust & Wealth Management
1663
TCV Trust & Wealth Management
Virginia
$617M +$26.5M +4% 3.01% 75.3% 184 15.22% 2.6
Mariner Independent Advisor Network
1664
Mariner Independent Advisor Network
Kansas
$616M -$85.4M -12% 1.79% 39.5% 215 51.63% 0.6
Braver Wealth Management
1665
Braver Wealth Management
Massachusetts
$616M +$18.9M +3% 4.63% 20.4% 163 25.15% 1.2
Coldstream Capital Management
1666
Coldstream Capital Management
Washington
$615M +$50.3M +9% 3.37% 71% 262 23.66% 1.5
First Hawaiian Bank
1667
First Hawaiian Bank
Hawaii
$614M +$28M +5% 2.25% 72.7% 99 14.14% 2.6
CPP
1668
Crow Point Partners
Massachusetts
$614M -$24.4M -4% 0.33% 56.9% 366 37.7% 1
FWM
1669
Frontier Wealth Management
Missouri
$612M -$46.8M -7% 1.34% 42.8% 427 21.55% 1.2
Ulysses Management
1670
Ulysses Management
New York
$611M -$246M -29% 21.7% 51.8% 56 44.64% 1.5
Benjamin F. Edwards & Company
1671
Benjamin F. Edwards & Company
Missouri
$611M +$45.2M +8% 1.54% 19.7% 1,308 17.89% 2
Twin Securities
1672
Twin Securities
New York
$610M +$36M +6% 1.38% 506% 28 67.86% 0.4
GW & Wade
1673
GW & Wade
Massachusetts
$608M +$52.1M +9% 3.86% 32.2% 245 14.29% 1.8
Moors & Cabot
1674
Moors & Cabot
Massachusetts
$608M +$9.37M +2% 3.69% 124% 610 21.97% 1.9
Beacon Trust
1675
Beacon Trust
New Jersey
$608M +$10.9M +2% 2.98% 33% 189 12.17% 2.5