We are live on ! Find out more

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
RWM
2126
RKL Wealth Management
Pennsylvania
$833M -$9.44M -1% 4.97% 70.2% 145 15.17%
NFG
2127
Nations Financial Group
Iowa
$833M +$72.8M +10% 1.35% 105% 571 27.5%
ST
2128
Sentinel Trust
Texas
$832M +$13.8M +2% 3.58% 79.2% 196 50%
FDCC
2129
Foster Dykema Cabot & Co
Massachusetts
$829M -$57.7M -7% 5.33% 34% 99 9.09%
CBB
2130
Citizens Business Bank
California
$828M +$11.8M +1% 1.31% 108% 262 9.54%
PIMJS
2131
PKO Investment Management Joint-Stock
Poland
$828M -$58.7M -7% 1.27% 125% 122 18.03%
SC
2132
Strategy Capital
California
$828M -$229M -22% 22.3% 316% 8 0%
SC
2133
Skylands Capital
Wisconsin
$826M -$40M -5% 0.23% 64.3% 155 16.13%
LC
2134
L1 Capital
Australia
$826M -$40.2M -5% 23.9% 127% 17 47.06%
QCG
2135
Quadrant Capital Group
Ohio
$826M -$12.2M -1% 3.74% 105% 2,811 12.88%
HI
2136
Handelsinvest Investeringsforvaltning
Denmark
$826M -$159M -16% 7.81% 37.9% 115 5.22%
MCM
2137
Makena Capital Management
California
$824M -$60.2M -7% 16.5% 78.7% 52 25%
CT
2138
Coastline Trust
Rhode Island
$823M -$53.3M -6% 4.28% 92.7% 338 7.99%
SI
2139
Sapience Investments
California
$823M -$54.8M -6% 1.94% 54.9% 90 5.56%
FTDI
2140
First Trust Direct Indexing
Massachusetts
$823M +$51.1M +7% 1.42% 69% 715 13.15%
ACM
2141
Advance Capital Management
Michigan
$823M +$334M +68% 4.72% 54.4% 96 19.79%
MP
2142
Marcho Partners
United Kingdom
$823M -$561M -41% 33% 115% 13 7.69%
CWM
2143
Campbell Wealth Management
Virginia
$822M -$52.6M -6% 5.55% 11.2% 83 13.25%
WAS
2144
Wesleyan Assurance Society
United Kingdom
$821M -$24.2M -3% 3.76% 102% 96 2.08%
COCM
2145
Charter Oak Capital Management
New Hampshire
$818M -$42.3M -5% 5.13% 39.2% 1,069 17.49%
1IA
2146
1834 Investment Advisors
Wisconsin
$816M -$68.5M -8% 2.77% 61.8% 490 13.27%
CC
2147
Cypress Capital
Tennessee
$816M -$61.3M -7% 5.2% 39.8% 227 14.98%
HIC
2148
Harvey Investment Company
Kentucky
$816M -$47.8M -6% 4.99% 48.4% 95 3.16%
CI
2149
Cigna Investments
Connecticut
$815M -$464M -36% 3.05% 138% 680 17.06%
GAM
2150
Gemmer Asset Management
California
$815M -$33.5M -4% 5.88% 90.5% 1,338 10.39%