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)
Southeast Asset Advisors
2576
Southeast Asset Advisors
Georgia
$338M +$7.08M +2% 2.13% 91.5% 113 7.96% 2.9
Naples Global Advisors
2577
Naples Global Advisors
Florida
$337M -$1.62M -0.5% 2.2% 103% 301 11.96% 2.8
Flagship Harbor Advisors
2578
Flagship Harbor Advisors
Massachusetts
$336M -$11.5M -3% 0.55% 75.7% 403 17.87% 1
Exencial Wealth Advisors
2579
Exencial Wealth Advisors
Oklahoma
$336M +$4.15M +1% 0.45% 58% 190 14.21% 2.2
HJA
2580
Hugh Johnson Advisors
New York
$335M -$7.45M -2% 0.29% 41.5% 100 9% 3.3
Herald Investment Management
2581
Herald Investment Management
United Kingdom
$335M +$16.1M +5% 8.73% 493% 98 13.27% 2.7
Shelter Mutual Insurance
2582
Shelter Mutual Insurance
Missouri
$335M -$656K -0.2% 2.13% 51.2% 42 2.38% 4
Banco BTG Pactual
2583
Banco BTG Pactual
Brazil
$335M +$156M +87% 6.31% 135% 83 60.24% 0.3
WA
2584
Wealthstar Advisors
Texas
$334M – – 3.28% – 51 – 0
CANC
2585
Culbertson A N & Co
Virginia
$334M -$20.3M -6% 2.86% 87.5% 108 6.48% 3.5
First Heartland Consultants
2586
First Heartland Consultants
Missouri
$334M +$1.45M +0.4% 0.71% 59.2% 286 15.38% 2.4
Marietta Investment Partners
2587
Marietta Investment Partners
Wisconsin
$334M -$18.1M -5% 2.08% 160% 141 9.22% 2.4
Jacobi Capital Management
2588
Jacobi Capital Management
Pennsylvania
$334M +$24.6M +8% 1.1% 76.6% 1,039 11.07% 1.2
Exane Asset Management
2589
Exane Asset Management
France
$333M +$11.3M +4% 1.01% 74.5% 178 76.4% 0.3
Madison International Realty Holdings
2590
Madison International Realty Holdings
New York
$333M +$7.61M +2% 8.65% – 12 16.67% 0.8
Redwood Investment Management
2591
Redwood Investment Management
Arizona
$332M +$101M +43% 2.56% 62.5% 153 52.94% 0.1
Stelac Advisory Services
2592
Stelac Advisory Services
New York
$332M +$97.4M +41% 2.04% 84.9% 130 51.54% 1.2
1C
2593
1060 Capital
Colorado
$332M +$28.6M +9% 0.4% 301% 46 84.78% 0.1
FPCM
2594
Financial Partners Capital Management
New York
$332M -$210M -39% 0.82% 34.2% 121 38.84% 3.4
GCM
2595
Gabalex Capital Management
New York
$332M -$16.3M -5% 2.35% 24.9% 20 20% 2.3
Aviance Capital Partners
2596
Aviance Capital Partners
Florida
$332M +$28.6M +9% 1.85% 98.2% 233 12.88% 2.8
Hills Bank & Trust
2597
Hills Bank & Trust
Iowa
$331M -$9.8M -3% 1.48% 52.8% 137 8.03% 3.3
GM Advisory Group
2598
GM Advisory Group
New York
$331M -$36.2M -10% 1.53% 53.6% 139 15.83% 1.5
Finepoint Capital
2599
Finepoint Capital
Massachusetts
$331M -$212M -39% 1.42% 27.4% 10 40% 1.8
FAG
2600
Financial Advisory Group
Texas
$331M -$3.76M -1% 1.77% 20.6% 70 15.71% 2.9