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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
MCM
2101
Makena Capital Management
California
$824M -$60.2M -7% 16.5% 74.3% 52 25%
CT
2102
Coastline Trust
Rhode Island
$823M -$53.3M -6% 4.28% 79.1% 338 7.99%
SI
2103
Sapience Investments
California
$823M -$54.8M -6% 1.94% 54.9% 90 5.56%
FTDI
2104
First Trust Direct Indexing
Massachusetts
$823M +$51.1M +7% 1.42% 69% 715 13.15%
ACM
2105
Advance Capital Management
Michigan
$823M +$334M +68% 4.72% 46.9% 96 19.79%
MP
2106
Marcho Partners
United Kingdom
$823M -$561M -41% 33% 112% 13 7.69%
CWM
2107
Campbell Wealth Management
Virginia
$822M -$52.6M -6% 5.55% 11.2% 83 13.25%
WAS
2108
Wesleyan Assurance Society
United Kingdom
$821M -$24.2M -3% 3.76% 102% 96 2.08%
COCM
2109
Charter Oak Capital Management
New Hampshire
$818M -$42.3M -5% 5.13% 39.2% 1,069 17.49%
1IA
2110
1834 Investment Advisors
Wisconsin
$816M -$68.5M -8% 2.77% 51.8% 490 13.27%
CC
2111
Cypress Capital
Tennessee
$816M -$61.3M -7% 5.2% 39.8% 227 14.98%
HIC
2112
Harvey Investment Company
Kentucky
$816M -$47.8M -6% 4.99% 48.4% 95 3.16%
CI
2113
Cigna Investments
Connecticut
$815M -$464M -36% 3.05% 138% 680 17.06%
GAM
2114
Gemmer Asset Management
California
$815M -$33.5M -4% 5.88% 90.5% 1,338 10.39%
WA
2115
WBH Advisory
Maryland
$815M -$61.9M -7% 4.29% 47.2% 328 11.28%
SS
2116
Simplicity Solutions
Minnesota
$814M -$81.2M -9% 3.08% 37.1% 657 35.46%
BA
2117
Bristlecone Advisors
Washington
$814M -$18.8M -2% 5.91% 103% 240 10%
TAM
2118
Trust Asset Management
Texas
$813M +$3.97M +0.5% 4.06% 91.1% 218 11.47%
BCM
2119
BTR Capital Management
California
$813M -$73.2M -8% 2.37% 35% 179 8.94%
CCG
2120
Cypress Capital Group
Florida
$812M +$13.4M +2% 2.62% 83.9% 347 21.04%
MAM
2121
Montanaro Asset Management
United Kingdom
$811M -$180M -18% 16.5% 37.4% 49 10.2%
LFS
2122
Lutz Financial Services
Nebraska
$811M -$3.18M -0.4% 3.6% 28.7% 64 6.25%
ACM
2123
Archon Capital Management
Washington
$811M +$49.8M +7% 12.8% 131% 37 16.22%
CB
2124
Community Bank
New York
$810M -$57M -7% 1.69% 58.7% 462 7.79%
SA
2125
SpiderRock Advisors
Delaware
$810M -$92.2M -10% 171 0%