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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)
SG Capital Management
2101
SG Capital Management
Illinois
$528M -$104M -16% 5.71% 250% 77 74.03% 0.3
CKW Financial Group
2102
CKW Financial Group
Hawaii
$528M +$32.8M +7% 0.31% 62.4% 170 7.65% 4.2
Brandywine Oak Private Wealth
2103
Brandywine Oak Private Wealth
Pennsylvania
$528M +$27.5M +5% 0.45% 62.2% 249 18.07% 0.6
Bell Bank
2104
Bell Bank
North Dakota
$527M +$82.2M +18% 1.24% 71% 168 11.9% 3.1
Hilltop Holdings
2105
Hilltop Holdings
Texas
$527M +$55.3M +12% 2.13% 96.7% 441 23.58% 2.5
Community Bank
2106
Community Bank
New York
$527M +$6.75M +1% 2.09% 73.5% 454 5.29% 3.5
INCA Investments
2107
INCA Investments
Florida
$527M -$39.8M -7% 6.82% 128% 12 8.33% 3.2
Professional Advisory Services
2108
Professional Advisory Services
Florida
$526M +$10.4M +2% 3.21% 69.3% 68 5.88% 4.1
Kopernik Global Investors
2109
Kopernik Global Investors
Florida
$526M -$60.2M -10% 13.2% 128% 29 10.34% 2.8
RKL Wealth Management
2110
RKL Wealth Management
Pennsylvania
$526M -$16.7M -3% 0.42% 76.8% 131 9.16% 3.3
SNS Financial Group
2111
SNS Financial Group
Minnesota
$526M -$5.31M -1% 0.61% 54.2% 229 18.34% 2.4
Nine Masts Capital
2112
Nine Masts Capital
Hong Kong
$524M -$174M -25% 3.76% 88.1% 222 69.82% 0.3
Arete Wealth Advisors
2113
Arete Wealth Advisors
Illinois
$523M +$7.69M +1% 1.37% 85.3% 444 21.4% 1.7
Lutz Financial Services
2114
Lutz Financial Services
Nebraska
$522M +$10.7M +2% 0.87% 35.3% 66 1.52% 1.3
Crescent Grove Advisors
2115
Crescent Grove Advisors
Illinois
$521M -$9.31M -2% 2.37% 64.1% 170 14.12% 1.6
Shanda Asset Management Holdings
2116
Shanda Asset Management Holdings
British Virgin Islands
$521M -$14.6M -3% 2.27% 125% 46 58.7% 0.8
Bath Savings Trust
2117
Bath Savings Trust
Maine
$521M +$18.1M +4% 3.58% 57.8% 136 11.76% 4.4
Raub Brock Capital Management
2118
Raub Brock Capital Management
California
$520M +$31.1M +6% 4.54% 54.7% 58 6.9% 2.5
J.M. Forbes & Co
2119
J.M. Forbes & Co
Massachusetts
$520M +$1.8M +0.3% 0.59% 112% 107 6.54% 4.6
Cutler Investment Counsel
2120
Cutler Investment Counsel
Oregon
$519M -$1.04M -0.2% 1.72% 56.2% 98 11.22% 3.7
Accredited Investors
2121
Accredited Investors
Minnesota
$519M +$8.29M +2% 0.31% 74% 141 10.64% 3.2
Cypress Capital Group
2122
Cypress Capital Group
Florida
$519M +$12.3M +2% 3% 97.8% 253 13.44% 3.7
CreativeOne Wealth
2123
CreativeOne Wealth
Kansas
$518M +$42.2M +9% 0.68% 67.6% 196 20.41% 0.7
MRCP
2124
Manor Road Capital Partners
New York
$518M -$233M -31% 1.88% 78.3% 13 23.08% 1.7
Sunriver Management
2125
Sunriver Management
Connecticut
$516M +$26.1M +5% 3.79% 9.27% 22 31.82% 1.1