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)
CMG
2551
Cavalry Management Group
California
$343M -$53.4M -13% 9.26% 59.6% 30 60% 0.5
HJA
2552
Hugh Johnson Advisors
New York
$342M +$9.13M +3% 4.51% 41.5% 96 3.13% 3.2
LVW Advisors
2553
LVW Advisors
New York
$342M +$90.5M +36% 5.65% 79.1% 141 9.22% 1.7
Kays Financial Advisory
2554
Kays Financial Advisory
Georgia
$342M +$28.3M +9% 4.82% 23.3% 89 11.24% 2.1
SFSIG
2555
San Francisco Sentry Investment Group
California
$342M +$43.8M +15% 6.22% 436% 979 11.75% 0.9
Delta Dental Plan of Michigan
2556
Delta Dental Plan of Michigan
Michigan
$342M – – 3.08% – 29 – 0
FRM
2557
Fox Run Management
Connecticut
$342M -$11.6M -3% 4.11% 64% 1,031 76.33% 0.2
Hazelview Securities
2558
Hazelview Securities
Ontario, Canada
$341M +$11.3M +3% 1.07% – 52 28.85% 0.6
Penn Davis McFarland
2559
Penn Davis McFarland
Texas
$341M +$18.3M +6% 3.79% 100% 32 12.5% 2.7
Hills Bank & Trust
2560
Hills Bank & Trust
Iowa
$341M +$22.6M +7% 6.83% 52.8% 136 7.35% 3
Fiduciary Financial Services of The Southwest
2561
Fiduciary Financial Services of The Southwest
Texas
$341M +$7.06M +2% 3.88% 39.8% 154 2.6% 3.2
Aspiriant LLC
2562
Aspiriant LLC
California
$341M -$852M -71% 3.34% 52.7% 204 60.29% 2.8
Pictet Bank & Trust
2563
Pictet Bank & Trust
Bahamas
$340M +$5.74M +2% 5.67% 82.7% 91 14.29% 2.2
Alphabet Inc
2564
Alphabet Inc
California
$340M -$4.25M -1% 7.89% 327% 8 50% 0.8
LSP Investment Advisors
2565
LSP Investment Advisors
New York
$339M – – 1% 79.5% 27 – 0
AIA
2566
Allegis Investment Advisors
Idaho
$339M -$83.5M -20% 4.62% – 293 32.42% 1.1
TIM
2567
Total Investment Management
Arizona
$339M +$49.1M +17% 4.72% 44.4% 41 12.2% 0.8
Loeb Partners Corp
2568
Loeb Partners Corp
New York
$339M +$11.7M +4% 6.12% 34.4% 181 23.76% 2.2
Naples Global Advisors
2569
Naples Global Advisors
Florida
$339M +$39.1M +13% 5% 103% 292 9.93% 2.6
Muhlenkamp & Co
2570
Muhlenkamp & Co
Pennsylvania
$338M +$20.9M +7% 6.46% 107% 80 15% 1.9
Blue Chip Partners
2571
Blue Chip Partners
Michigan
$338M +$27.7M +9% 6.47% 81.2% 127 1.57% 2.5
LVZ Inc
2572
LVZ Inc
Michigan
$338M +$26.9M +9% 3.84% 52.9% 73 12.33% 1.6
D.L. Carlson Investment Group
2573
D.L. Carlson Investment Group
New Hampshire
$338M +$15.6M +5% 8.05% 113% 138 9.42% 2.7
Ritholtz Wealth Management
2574
Ritholtz Wealth Management
New York
$337M +$70.1M +26% 3.97% 93% 116 36.21% 0.5
Farmers Trust Company
2575
Farmers Trust Company
Ohio
$337M +$41.1M +14% 7.74% 73.5% 165 21.21% 2.6