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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)
SC
2051
Shellback Capital
Massachusetts
$1.03B -$420M -29% 6.18% 198% 143 55.94% 1.2
Harbor Investment Advisory
2052
Harbor Investment Advisory
Maryland
$1.03B -$41.7M -4% 3.76% 97.5% 1,208 7.86% 3.8
Uniplan Investment Counsel
2053
Uniplan Investment Counsel
Wisconsin
$1.03B -$48.2M -4% 2.09% 70.5% 188 36.7% 2.1
ET
2054
Entropy Technologies
New York
$1.03B +$56.2M +6% 3.14% – 1,041 68.11% 0.2
Greenvale Capital
2055
Greenvale Capital
United Kingdom
$1.03B -$324M -24% 9.6% 101% 19 36.84% 1.1
Willow Creek Wealth Management
2056
Willow Creek Wealth Management
California
$1.03B +$46M +5% 0.27% – 161 8.7% 4.1
Penn Capital Management
2057
Penn Capital Management
Pennsylvania
$1.03B +$6.84M +0.7% 7.39% 170% 194 43.3% 1.4
Nicola Wealth Management
2058
Nicola Wealth Management
British Columbia, Canada
$1.03B -$30.7M -3% 3.65% 56.1% 124 24.19% 2.3
Cable Hill Partners
2059
Cable Hill Partners
Oregon
$1.02B +$32.3M +3% 2.35% 20.3% 253 25.69% 1.4
Signal Advisors Wealth
2060
Signal Advisors Wealth
Michigan
$1.02B +$139M +16% 1.16% 70.5% 470 18.3% 0.5
CGN Advisors
2061
CGN Advisors
Kansas
$1.02B -$7.23M -0.7% 0.17% 48.9% 298 7.38% 2.6
Rivulet Capital
2062
Rivulet Capital
New Jersey
$1.02B +$55.2M +6% 3.8% 27.4% 15 33.33% 1.6
Brandywine Oak Private Wealth
2063
Brandywine Oak Private Wealth
Pennsylvania
$1.02B -$3.07M -0.3% 0.26% 62.2% 235 6.38% 4.7
Godsey & Gibb Inc
2064
Godsey & Gibb Inc
Virginia
$1.02B +$16M +2% 2.03% 87.5% 409 14.67% 1.6
Fiduciary Alliance
2065
Fiduciary Alliance
South Carolina
$1.02B +$28.3M +3% 0.97% 104% 406 18.23% 0.9
First Business Financial Services
2066
First Business Financial Services
Wisconsin
$1.02B +$5.53M +0.5% 2.22% 80.9% 177 12.43% 4.5
WealthPlan Investment Management
2067
WealthPlan Investment Management
Nebraska
$1.02B +$3.4M +0.3% 0.76% 74.2% 284 13.38% 1.6
First Nebraska Trust
2068
First Nebraska Trust
Nebraska
$1.01B -$22.5M -2% 1.08% 76.9% 198 7.07% 6.4
Woodstock Corp
2069
Woodstock Corp
Massachusetts
$1.01B -$25.7M -2% 0.33% 115% 156 1.92% 8.3
Intrust Bank
2070
Intrust Bank
Kansas
$1.01B +$24.7M +3% 0.92% 102% 402 9.45% 6.3
Ledyard National Bank
2071
Ledyard National Bank
$1.01B -$52.2M -5% 0.99% 80.7% 217 4.61% 7.2
Heritage Financial Services
2072
Heritage Financial Services
Massachusetts
$1.01B +$257M +34% 1.1% 38.3% 131 19.08% 1.9
Hudson Way Capital Management
2073
Hudson Way Capital Management
Texas
$1.01B +$124M +14% 1.61% 51.3% 17 17.65% 2.4
Nicolet Advisory Services
2074
Nicolet Advisory Services
Wisconsin
$1.01B -$80.5M -7% 0.9% 62.7% 412 15.53% 2.8
Connors Investor Services
2075
Connors Investor Services
Pennsylvania
$1.01B -$59.6M -6% 1.45% 125% 179 20.67% 4.7