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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)
Foster Dykema Cabot & Co
1876
Foster Dykema Cabot & Co
Massachusetts
$796M -$14.5M -2% 2.47% 34% 114 14.91% 4.5
RPGK
1877
Retirement Planning Group (Kansas)
Kansas
$795M -$15.1M -2% 6.43% 54.7% 140 32.14% 2.6
Bank Hapoalim BM
1878
Bank Hapoalim BM
Israel
$795M -$7.99M -1% 5.46% 76.6% 177 10.73% 3.3
CMG
1879
Cavalry Management Group
California
$795M -$276M -26% 4.28% 59.6% 44 45.45% 0.8
GM Advisory Group
1880
GM Advisory Group
New York
$795M +$154M +24% 3.88% 53.6% 203 21.67% 2.6
Maple Capital Management
1881
Maple Capital Management
Vermont
$793M +$33.6M +4% 4.56% 100% 98 7.14% 5.2
Portfolio Solutions
1882
Portfolio Solutions
Michigan
$792M +$9.06M +1% 6.3% 11.6% 57 8.77% 3.2
Roundview Capital
1883
Roundview Capital
New Jersey
$792M -$43M -5% 4.28% 77.7% 290 11.03% 4.7
Hollencrest Capital Management
1884
Hollencrest Capital Management
California
$792M -$61.2M -7% 5.12% 85.6% 362 14.64% 4.3
Adero Partners
1885
Adero Partners
California
$791M +$86.3M +12% 4.52% 27.7% 166 16.87% 1.5
Howard Capital Management Group
1886
Howard Capital Management Group
California
$791M -$60.6M -7% 5.79% 114% 102 7.84% 1.4
Wealthcare Capital Management
1887
Wealthcare Capital Management
Virginia
$791M -$122M -13% 5.84% 46.2% 69 13.04% 5.1
Bain Capital Venture Investors
1888
Bain Capital Venture Investors
Massachusetts
$790M +$87.9M +13% 47.8% 34.2% 8 37.5% 0.9
Desjardins Global Asset Management
1889
Desjardins Global Asset Management
Quebec, Canada
$790M +$28M +4% 3.91% – 488 5.53% 0.7
MIM
1890
Marco Investment Management
Georgia
$789M -$70.7M -8% 5.02% 127% 199 6.03% 6.3
StrategIQ Financial Group
1891
StrategIQ Financial Group
Indiana
$787M -$38.2M -5% 5.39% 12.6% 285 5.61% 3.6
Washington Trust Bank
1892
Washington Trust Bank
Washington
$787M +$7.94M +1% 5.31% 80.5% 225 10.22% 4.8
TCV Trust & Wealth Management
1893
TCV Trust & Wealth Management
Virginia
$786M -$48.5M -6% 5.49% 75.3% 200 11.5% 6
Lincluden Management
1894
Lincluden Management
Ontario, Canada
$785M -$129M -14% 10.5% 56.6% 71 5.63% 5.5
Poplar Forest Capital
1895
Poplar Forest Capital
California
$784M -$86.7M -10% 7.47% 30% 54 7.41% 4.3
Private Wealth Partners
1896
Private Wealth Partners
California
$783M -$77.7M -9% 5.73% 132% 80 11.25% 5.6
Bell Bank
1897
Bell Bank
North Dakota
$782M -$53.6M -6% 7.78% 71% 210 18.1% 4.1
GPCM
1898
Greenbrier Partners Capital Management
Texas
$782M -$31.6M -4% 2.87% 96.1% 15 6.67% 7.9
KCM
1899
Kingdon Capital Management
New York
$782M +$192M +33% 0.24% 217% 93 61.29% 0.8
Tran Capital Management
1900
Tran Capital Management
California
$782M -$93.6M -11% 7.84% 173% 41 17.07% 2.6