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 Avg Holding
Period (Yrs)
Buckingham Capital Management (Ohio)
2376
Buckingham Capital Management (Ohio)
Ohio
$656M -$14.9M -2% 3.6% 26.3% 119 10.08% 5.8
St. James Investment Company
2377
St. James Investment Company
Texas
$656M -$31.7M -5% 3.02% 43.8% 31 32.26% 3.3
CKW Financial Group
2378
CKW Financial Group
Hawaii
$656M -$13.7M -2% 4.14% 62.4% 221 7.69% 5.5
Steigerwald Gordon & Koch
2379
Steigerwald Gordon & Koch
Virginia
$656M -$25.9M -4% 4.32% 59.5% 113 6.19% 5.6
GFI Investment Counsel
2380
GFI Investment Counsel
Ontario, Canada
$656M -$1.33M -0.2% 4.37% 41.8% 17 5.88% 3.6
RTD Financial Advisors
2381
RTD Financial Advisors
Pennsylvania
$655M -$33.1M -5% 4.8% 51.5% 101 6.93% 1.5
Red Cedar Investment Management
2382
Red Cedar Investment Management
Michigan
$654M -$3.63M -0.6% 2.73% 81.4% 89 22.47% 2.3
Fund Management at Engine No 1
2383
Fund Management at Engine No 1
California
$653M +$110M +20% 1.64% – 455 10.33% 1.2
Capital Advisors Ltd
2384
Capital Advisors Ltd
Ohio
$653M -$16.6M -2% 3.66% 61.1% 1,544 13.02% 2.6
Managed Asset Portfolios
2385
Managed Asset Portfolios
Michigan
$653M -$13.6M -2% 1.23% 99.2% 42 14.29% 4.3
Cabot Wealth Management
2386
Cabot Wealth Management
Massachusetts
$653M -$17M -3% 3.05% 69.3% 150 12% 4.6
Abner Herrman & Brock
2387
Abner Herrman & Brock
New Jersey
$653M -$29.2M -4% 2.15% 156% 106 18.87% 4.8
Curi Wealth Management
2388
Curi Wealth Management
North Carolina
$652M -$87.9M -12% 3.08% 16.2% 179 17.88% 1.7
WCM
2389
Wallace Capital Management
Texas
$652M +$3.65M +0.6% 1.47% 62.3% 84 10.71% 5
Octagon Capital Advisors
2390
Octagon Capital Advisors
New York
$651M -$67.8M -9% 2.36% 2,969% 49 34.69% 0.7
SWS
2391
SYSTM Wealth Solutions
Illinois
$651M -$87.8M -12% 1.98% – 518 16.99% 0.6
Quantitative Investment Management
2392
Quantitative Investment Management
Virginia
$650M -$406M -38% 9.24% 24.6% 368 84.24% 0.2
Forte Capital
2393
Forte Capital
New York
$649M -$44.6M -6% 2.42% 98.3% 222 12.16% 4
Oldfield Partners
2394
Oldfield Partners
United Kingdom
$649M +$3.66M +0.6% 4.95% 90.3% 25 24% 4.2
Core Alternative Capital
2395
Core Alternative Capital
Georgia
$648M -$33.9M -5% 2.24% 74.5% 381 5.77% 1.9
Private Capital Advisors
2396
Private Capital Advisors
Connecticut
$648M +$38.6M +6% 5.66% 132% 103 27.18% 4.7
Nottingham Advisors
2397
Nottingham Advisors
New York
$647M -$115M -15% 3.42% 44.3% 134 7.46% 4.6
Atlas Venture Life Science Advisors
2398
Atlas Venture Life Science Advisors
Massachusetts
$646M -$158M -20% 9% 484% 15 0% 1.7
SOL Capital Management
2399
SOL Capital Management
Maryland
$645M -$14.7M -2% 3.17% 56.6% 296 6.76% 6
GA
2400
GFS Advisors
Texas
$643M +$194M +43% 3.05% 97.9% 156 16.67% 4.7