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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
RWM
2301
RKL Wealth Management
Pennsylvania
$405M +$48.7M +14% 5.14% 54.1% 153 16.99%
HVIA
2302
Hudson Valley Investment Advisors
New York
$405M +$18.6M +5% 6.07% 94.6% 155 3.87%
RBCM
2303
Raub Brock Capital Management
California
$404M +$13.7M +4% 6.68% 56.3% 41 12.2%
PTC
2304
Petrus Trust Company
Texas
$404M -$18.5M -4% 6.13% 25.1% 234 57.69%
3C
2305
361 Capital
Colorado
$404M -$118M -23% 10.5% 118% 343 61.52%
AA
2306
Apriem Advisors
California
$404M +$1.36M +0.3% 4.24% 62% 158 16.46%
SP
2307
Stairway Partners
Illinois
$403M +$12.9M +3% 4.51% 43.9% 9 0%
MCM
2308
Makena Capital Management
California
$403M -$308M -43% 2.43% 74.3% 18 5.56%
TCOT
2309
Trust Company of Toledo
Ohio
$402M +$8.78M +2% 4.32% 93.8% 197 6.09%
OFM
2310
Okumus Fund Management
Cayman Islands
$402M -$21M -5% 11.3% 8.26% 10 70%
FTI
2311
Fiduciary Trust International
Massachusetts
$402M +$13.4M +3% 5.3% 36.8% 115 20%
PIMJS
2312
PKO Investment Management Joint-Stock
Poland
$402M +$29.9M +8% 9.77% 125% 86 8.14%
AWS
2313
AJ Wealth Strategies
New York
$401M +$93M +30% 3.36% 32.2% 94 14.89%
FFW
2314
Fusion Family Wealth
New York
$401M +$105M +36% 4.34% 45.4% 322 40.37%
SFG
2315
Sather Financial Group
Texas
$401M +$35.4M +10% 10% 61.5% 67 5.97%
OHCM
2316
Oak Hill Capital Management
New York
$400M +$25.1M +7% 6.48% 1.19% 4 50%
Koshinski Asset Management
2317
Koshinski Asset Management
Illinois
$400M +$94.7M +31% 5.99% 76.5% 439 23.92%
BMM
2318
Berkshire Money Management
Massachusetts
$399M +$16.3M +4% 5.84% 56.5% 24 4.17%
GC
2319
Gratia Capital
California
$399M +$146M +58% 15.5% 43% 61 62.3%
MAM
2320
Mark Asset Management
New York
$399M -$60.4M -13% 9.73% 234% 61 32.79%
LTI
2321
Laffer Tengler Investments
Tennessee
$399M +$20.2M +5% 5.44% 96.5% 213 4.69%
ZIG
2322
Zuckerman Investment Group
Illinois
$399M -$8.42M -2% 4.76% 115% 55 9.09%
1SAMC
2323
12th Street Asset Management Company
Tennessee
$399M +$12.3M +3% 8.93% 81.3% 23 26.09%
TA
2324
TA Associates
Massachusetts
$398M +$163M +69% 69.4% 1 0%
CGA
2325
Crescent Grove Advisors
Illinois
$398M +$7.99M +2% 2.49% 51.2% 154 12.34%