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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
FDCC
1876
Foster Dykema Cabot & Co
Massachusetts
$796M -$14.5M -2% 2.47% 34% 114 14.91%
RPGK
1877
Retirement Planning Group (Kansas)
Kansas
$795M -$15.1M -2% 6.43% 49.7% 140 32.14%
BHB
1878
Bank Hapoalim BM
Israel
$795M -$7.99M -1% 5.46% 76.6% 177 10.73%
CMG
1879
Cavalry Management Group
California
$795M -$276M -26% 4.28% 59.6% 44 45.45%
GAG
1880
GM Advisory Group
New York
$795M +$154M +24% 3.88% 53.6% 203 21.67%
MCM
1881
Maple Capital Management
Vermont
$793M +$33.6M +4% 4.56% 100% 98 7.14%
PS
1882
Portfolio Solutions
Michigan
$792M +$9.06M +1% 6.3% 11.6% 57 8.77%
RC
1883
Roundview Capital
New Jersey
$792M -$43M -5% 4.28% 77.7% 290 11.03%
HCM
1884
Hollencrest Capital Management
California
$792M -$61.2M -7% 5.12% 85.6% 362 14.64%
AP
1885
Adero Partners
California
$791M +$86.3M +12% 4.52% 27.7% 166 16.87%
HCMG
1886
Howard Capital Management Group
California
$791M -$60.6M -7% 5.79% 95.9% 102 7.84%
WCM
1887
Wealthcare Capital Management
Virginia
$791M -$122M -13% 5.84% 41.4% 69 13.04%
BCVI
1888
Bain Capital Venture Investors
Massachusetts
$790M +$87.9M +13% 47.8% 34.2% 8 37.5%
DGAM
1889
Desjardins Global Asset Management
Quebec, Canada
$790M +$28M +4% 3.91% 488 5.53%
MIM
1890
Marco Investment Management
Georgia
$789M -$70.7M -8% 5.02% 127% 199 6.03%
SFG
1891
StrategIQ Financial Group
Indiana
$787M -$38.2M -5% 5.39% 12.6% 285 5.61%
WTB
1892
Washington Trust Bank
Washington
$787M +$7.94M +1% 5.31% 80.5% 225 10.22%
TTWM
1893
TCV Trust & Wealth Management
Virginia
$786M -$48.5M -6% 5.49% 69% 200 11.5%
LM
1894
Lincluden Management
Ontario, Canada
$785M -$129M -14% 10.5% 56.6% 71 5.63%
PFC
1895
Poplar Forest Capital
California
$784M -$86.7M -10% 7.47% 30% 54 7.41%
PWP
1896
Private Wealth Partners
California
$783M -$77.7M -9% 5.73% 112% 80 11.25%
BB
1897
Bell Bank
North Dakota
$782M -$53.6M -6% 7.78% 64.3% 210 18.1%
GPCM
1898
Greenbrier Partners Capital Management
Texas
$782M -$31.6M -4% 2.87% 96.1% 15 6.67%
KCM
1899
Kingdon Capital Management
New York
$782M +$192M +33% 0.24% 217% 93 61.29%
TCM
1900
Tran Capital Management
California
$782M -$93.6M -11% 7.84% 149% 41 17.07%