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)
Atlas Capital Advisors
2526
Atlas Capital Advisors
Wyoming
$819M +$18.2M +2% 10.2% – 1,017 12.88% 3.4
Scopia Capital Management
2527
Scopia Capital Management
New York
$819M +$126M +18% 8.06% 58.7% 35 45.71% 1.2
State of Wyoming
2528
State of Wyoming
Wyoming
$818M +$64.1M +8% 13.7% 131% 2,160 40.28% 1.4
Baxter Bros Inc
2529
Baxter Bros Inc
Connecticut
$818M +$58.3M +8% 10% 73.8% 157 9.55% 6.2
Columbus Macro
2530
Columbus Macro
Pennsylvania
$817M +$58.6M +8% 4.34% 48.7% 222 15.77% 3
Fiducient Advisors
2531
Fiducient Advisors
Illinois
$817M +$16.7M +2% 3.48% 52.3% 180 29.44% 1.8
Freedom Together Foundation
2532
Freedom Together Foundation
New York
$817M +$51.6M +7% 9.09% – 23 95.65% 0.5
Slow Capital
2533
Slow Capital
California
$817M +$69.6M +9% 21.6% 156% 122 13.11% 4.8
BlueStem Wealth Partners
2534
BlueStem Wealth Partners
Minnesota
$814M +$80.6M +11% 7.84% – 127 25.2% 0.4
Kora Management
2535
Kora Management
New York
$814M +$49.2M +6% 39.6% 307% 8 25% 2.6
LFC
2536
LCC Family Corp
$813M – – 16.4% – 1 – 0
Symmetry Partners
2537
Symmetry Partners
Connecticut
$813M +$93.6M +13% 7.33% 58.5% 159 22.01% 2.5
Evermay Wealth Management
2538
Evermay Wealth Management
Virginia
$812M +$51M +7% 7.48% 56.2% 609 11% 3.9
Naviter Wealth
2539
Naviter Wealth
Arkansas
$812M -$13M -2% 7.97% 87.1% 310 23.55% 1.8
Westerkirk Capital
2540
Westerkirk Capital
$811M – – 10.7% – 231 – 0
HBW Advisory Services
2541
HBW Advisory Services
California
$811M +$108M +15% 9.6% 68.6% 428 16.82% 2.1
Monograph Wealth Advisors
2542
Monograph Wealth Advisors
California
$811M +$76.8M +10% 10.4% 68% 134 22.39% 2
Two Sigma Securities
2543
Two Sigma Securities
New York
$811M +$151M +23% 9.29% 109% 2,253 74.26% 0.3
Capital Advisors Ltd
2544
Capital Advisors Ltd
Ohio
$811M +$51.4M +7% 9.01% 54.2% 1,686 19.75% 3.6
Ascent Wealth Partners
2545
Ascent Wealth Partners
New York
$810M +$64.8M +9% 12.9% 105% 187 18.18% 4
Minneapolis Portfolio Management Group
2546
Minneapolis Portfolio Management Group
Minnesota
$809M +$89.3M +12% 14.6% 140% 31 12.9% 4.8
Moloney Securities Asset Management
2547
Moloney Securities Asset Management
Missouri
$809M +$69.5M +9% 8.32% 86% 540 15.74% 3.6
Romano Brothers & Co
2548
Romano Brothers & Co
Illinois
$809M +$35.5M +5% 9.28% 110% 312 4.81% 2.4
Morgan Stanley Institutional Investment Advisors
2549
Morgan Stanley Institutional Investment Advisors
Colorado
$808M +$382M +90% 2.01% – 4 50% 0.6
Absolute Investment Advisers
2550
Absolute Investment Advisers
Florida
$808M +$125M +18% 0.93% 0.5% 133 29.32% 1.3