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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
RKL Wealth Management
Lancaster,
Pennsylvania
| $833M | -$9.44M | -1% | 4.97% | 76.8% | 145 | 15.17% | 4.2 |
|
| 2127 |
2127
Nations Financial Group
Cedar Rapids,
Iowa
| $833M | +$72.8M | +10% | 1.35% | 105% | 571 | 27.5% | 2 |
|
| 2128 |
2128
Sentinel Trust
Houston,
Texas
| $832M | +$13.8M | +2% | 3.58% | 79.2% | 196 | 50% | 1.4 |
|
| 2129 |
2129
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $829M | -$57.7M | -7% | 5.33% | 34% | 99 | 9.09% | 5.2 |
|
| 2130 |
2130
Citizens Business Bank
Ontario,
California
| $828M | +$11.8M | +1% | 1.31% | 108% | 262 | 9.54% | 4.8 |
|
| 2131 |
2131
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $828M | -$58.7M | -7% | 1.27% | 145% | 122 | 18.03% | 2.6 |
|
| 2132 |
2132
Strategy Capital
Los Altos,
California
| $828M | -$229M | -22% | 22.3% | 316% | 8 | 0% | 2.3 |
|
| 2133 |
2133
Skylands Capital
Milwaukee,
Wisconsin
| $826M | -$40M | -5% | 0.23% | 61% | 155 | 16.13% | 4.1 |
|
| 2134 |
2134
L1 Capital
Melbourne VIC 3000,
Australia
| $826M | -$40.2M | -5% | 23.9% | 127% | 17 | 47.06% | 0.6 |
|
| 2135 |
2135
Quadrant Capital Group
Cincinnati,
Ohio
| $826M | -$12.2M | -1% | 3.74% | 118% | 2,811 | 12.84% | 3.7 |
|
| 2136 |
HI
2136
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $826M | -$159M | -16% | 7.81% | 37.9% | 115 | 5.22% | 3.2 |
|
| 2137 |
2137
Makena Capital Management
Menlo Park,
California
| $824M | -$60.2M | -7% | 16.5% | 78.7% | 52 | 25% | 1.2 |
|
| 2138 |
2138
Coastline Trust
Providence,
Rhode Island
| $823M | -$53.3M | -6% | 4.28% | 106% | 338 | 7.99% | 5.9 |
|
| 2139 |
2139
Sapience Investments
Newport Beach,
California
| $823M | -$54.8M | -6% | 1.94% | 54.9% | 90 | 5.56% | 2.8 |
|
| 2140 |
2140
First Trust Direct Indexing
Boston,
Massachusetts
| $823M | +$51.1M | +7% | 1.42% | 69% | 715 | 13.15% | 0.9 |
|
| 2141 |
2141
Advance Capital Management
Southfield,
Michigan
| $823M | +$334M | +68% | 4.72% | 54.4% | 96 | 19.79% | 0.2 |
|
| 2142 |
2142
Marcho Partners
London,
United Kingdom
| $823M | -$561M | -41% | 33% | 115% | 13 | 7.69% | 1.1 |
|
| 2143 |
2143
Campbell Wealth Management
Alexandria,
Virginia
| $822M | -$52.6M | -6% | 5.55% | 11.2% | 83 | 13.25% | 2.1 |
|
| 2144 |
2144
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $821M | -$24.2M | -3% | 3.76% | 102% | 96 | 2.08% | 2.5 |
|
| 2145 |
2145
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $818M | -$42.3M | -5% | 5.13% | 39.2% | 1,069 | 17.49% | 1 |
|
| 2146 |
2146
1834 Investment Advisors
Milwaukee,
Wisconsin
| $816M | -$68.5M | -8% | 2.77% | 68.7% | 490 | 13.27% | 3.9 |
|
| 2147 |
2147
Cypress Capital
Franklin,
Tennessee
| $816M | -$61.3M | -7% | 5.2% | 43.6% | 227 | 14.98% | 0.9 |
|
| 2148 |
2148
Harvey Investment Company
Louisville,
Kentucky
| $816M | -$47.8M | -6% | 4.99% | 56.4% | 95 | 3.16% | 6.3 |
|
| 2149 |
2149
Cigna Investments
Bloomfield,
Connecticut
| $815M | -$464M | -36% | 3.05% | 154% | 680 | 17.06% | 4.2 |
|
| 2150 |
2150
Gemmer Asset Management
Walnut Creek,
California
| $815M | -$33.5M | -4% | 5.88% | 96.8% | 1,338 | 10.39% | 5 |
|