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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)
RKL Wealth Management
2126
RKL Wealth Management
Pennsylvania
$833M -$9.44M -1% 4.97% 76.8% 145 15.17% 4.2
Nations Financial Group
2127
Nations Financial Group
Iowa
$833M +$72.8M +10% 1.35% 105% 571 27.5% 2
Sentinel Trust
2128
Sentinel Trust
Texas
$832M +$13.8M +2% 3.58% 79.2% 196 50% 1.4
Foster Dykema Cabot & Co
2129
Foster Dykema Cabot & Co
Massachusetts
$829M -$57.7M -7% 5.33% 34% 99 9.09% 5.2
Citizens Business Bank
2130
Citizens Business Bank
California
$828M +$11.8M +1% 1.31% 108% 262 9.54% 4.8
PKO Investment Management Joint-Stock
2131
PKO Investment Management Joint-Stock
Poland
$828M -$58.7M -7% 1.27% 145% 122 18.03% 2.6
Strategy Capital
2132
Strategy Capital
California
$828M -$229M -22% 22.3% 316% 8 0% 2.3
Skylands Capital
2133
Skylands Capital
Wisconsin
$826M -$40M -5% 0.23% 61% 155 16.13% 4.1
L1 Capital
2134
L1 Capital
Australia
$826M -$40.2M -5% 23.9% 127% 17 47.06% 0.6
Quadrant Capital Group
2135
Quadrant Capital Group
Ohio
$826M -$12.2M -1% 3.74% 118% 2,811 12.84% 3.7
HI
2136
Handelsinvest Investeringsforvaltning
Denmark
$826M -$159M -16% 7.81% 37.9% 115 5.22% 3.2
Makena Capital Management
2137
Makena Capital Management
California
$824M -$60.2M -7% 16.5% 78.7% 52 25% 1.2
Coastline Trust
2138
Coastline Trust
Rhode Island
$823M -$53.3M -6% 4.28% 106% 338 7.99% 5.9
Sapience Investments
2139
Sapience Investments
California
$823M -$54.8M -6% 1.94% 54.9% 90 5.56% 2.8
First Trust Direct Indexing
2140
First Trust Direct Indexing
Massachusetts
$823M +$51.1M +7% 1.42% 69% 715 13.15% 0.9
Advance Capital Management
2141
Advance Capital Management
Michigan
$823M +$334M +68% 4.72% 54.4% 96 19.79% 0.2
Marcho Partners
2142
Marcho Partners
United Kingdom
$823M -$561M -41% 33% 115% 13 7.69% 1.1
Campbell Wealth Management
2143
Campbell Wealth Management
Virginia
$822M -$52.6M -6% 5.55% 11.2% 83 13.25% 2.1
Wesleyan Assurance Society
2144
Wesleyan Assurance Society
United Kingdom
$821M -$24.2M -3% 3.76% 102% 96 2.08% 2.5
Charter Oak Capital Management
2145
Charter Oak Capital Management
New Hampshire
$818M -$42.3M -5% 5.13% 39.2% 1,069 17.49% 1
1834 Investment Advisors
2146
1834 Investment Advisors
Wisconsin
$816M -$68.5M -8% 2.77% 68.7% 490 13.27% 3.9
Cypress Capital
2147
Cypress Capital
Tennessee
$816M -$61.3M -7% 5.2% 43.6% 227 14.98% 0.9
Harvey Investment Company
2148
Harvey Investment Company
Kentucky
$816M -$47.8M -6% 4.99% 56.4% 95 3.16% 6.3
Cigna Investments
2149
Cigna Investments
Connecticut
$815M -$464M -36% 3.05% 154% 680 17.06% 4.2
Gemmer Asset Management
2150
Gemmer Asset Management
California
$815M -$33.5M -4% 5.88% 96.8% 1,338 10.39% 5