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
TFP
2551
Triple Frond Partners
California
$740M -$32.5M -4% 5.31% 92.9% 12 41.67%
FWM
2552
Focused Wealth Management
New York
$740M -$1.12M -0.2% 2.81% 73.9% 220 26.36%
MSAM
2553
Moloney Securities Asset Management
Missouri
$739M -$6.02M -0.8% 0.6% 86% 534 18.54%
TS
2554
Tamar Securities
California
$738M +$13M +2% 1.24% 84.8% 89 19.1%
DLIC
2555
Daido Life Insurance Company
Japan
$738M -$77.4M -9% 4.51% 68.7% 6 0%
LG
2556
LaFleur & Godfrey
Michigan
$737M +$7.57M +1% 0.78% 85.2% 154 8.44%
AIA
2557
Arbor Investment Advisors
North Carolina
$736M +$23.6M +3% 0.26% 44.3% 118 12.71%
FWA
2558
FORM Wealth Advisors
Wisconsin
$736M 0.32% 62
CFA
2559
Cahill Financial Advisors
Minnesota
$736M -$2.01M -0.3% 1.27% 55.9% 270 4.44%
NCM
2560
Nellore Capital Management
California
$735M -$30.6M -4% 2.66% 73.8% 19 26.32%
HI
2561
Hendershot Investments
Virginia
$735M +$993K +0.1% 1.18% 50.5% 133 4.51%
HFS
2562
Howard Financial Services
Texas
$734M -$734K -0.1% 1.37% 50.2% 199 14.57%
MWA
2563
Monograph Wealth Advisors
California
$734M -$22.2M -3% 1.73% 68% 124 16.94%
TAMH
2564
Taikang Asset Management (HK)
Hong Kong
$734M +$53.6M +8% 1.19% 172% 119 28.57%
GIP
2565
Greatmark Investment Partners
Georgia
$733M -$1.03M -0.1% 0.78% 62% 145 6.21%
BWP
2566
BlueStem Wealth Partners
Minnesota
$733M -$28.4M -4% 2.15% 113 19.47%
TCM
2567
TCG Crossover Management
California
$733M -$290M -28% 20.7% 3,013% 38 2.63%
MBTD
2568
Mechanics Bank - Trust Department
California
$733M -$17.5M -2% 1.59% 67.2% 230 10.87%
CWMK
2569
Caliber Wealth Management (Kansas)
Kansas
$733M 2% 254
I
2570
INVST
Indiana
$733M -$90.3M -11% 1.66% 78.5% 343 48.69%
FACM
2571
Forest Avenue Capital Management
Florida
$732M -$361M -33% 6.7% 415% 26 57.69%
EFG
2572
Everhart Financial Group
Ohio
$731M +$245M +51% 2.63% 113% 351 18.52%
VIM
2573
Vancity Investment Management
British Columbia, Canada
$730M 1.36% 73
AAA
2574
Adams Asset Advisors
Texas
$729M -$49.5M -6% 0.88% 63.2% 80 7.5%
MCM
2575
Mainstay Capital Management
Michigan
$729M +$71.8M +11% 0.56% 131% 117 17.95%