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)
JOYN Advisors
2626
JOYN Advisors
Georgia
$244M +$5.37M +2% 3.39% 0.77% 32 46.88% 0.7
Ativo Capital Management
2627
Ativo Capital Management
Illinois
$244M -$10M -4% 7.01% 63.8% 249 35.74% 0.6
Xponance
2628
Xponance
Pennsylvania
$244M +$1.7M +0.7% 1.19% 144% 63 7.94% 0.7
Roundview Capital
2629
Roundview Capital
New Jersey
$244M +$21.2M +10% 4.25% 77.7% 153 20.92% 1
Watershed Asset Management
2630
Watershed Asset Management
California
$244M -$227M -48% 3.79% – 29 51.72% 0.6
Stonebridge Capital Advisors
2631
Stonebridge Capital Advisors
Minnesota
$243M +$16.5M +7% 4.54% 80.1% 160 10.63% 0.9
Rampart Investment Management
2632
Rampart Investment Management
Connecticut
$243M – – 6.34% 74% 12 – 0
Argus Investors Counsel
2633
Argus Investors Counsel
New York
$243M +$4.4M +2% 6.29% 132% 51 1.96% 1.5
Gunma Bank
2634
Gunma Bank
Japan
$243M -$355K -0.1% 0.04% 24.5% 13 0% 1.5
Wildcat Capital Management
2635
Wildcat Capital Management
New York
$243M – – 62.4% 126% 13 – 0
Maj Invest Holding A/S
2636
Maj Invest Holding A/S
Denmark
$243M +$12.7M +5% 5.47% 92.8% 41 9.76% 0.9
Avidian Wealth Enterprises
2637
Avidian Wealth Enterprises
Texas
$243M -$12.6M -5% 2.23% 71.7% 50 44% 0.5
Capital Advantage
2638
Capital Advantage
California
$243M +$50.7M +26% 0.17% 49.2% 71 26.76% 0.7
SFE Investment Counsel
2639
SFE Investment Counsel
California
$242M +$11.3M +5% 5.32% 105% 94 10.64% 1.3
CANC
2640
Culbertson A N & Co
Virginia
$242M +$10M +4% 5.33% 87.5% 81 1.23% 1.4
Aspiriant Holdings S3
2641
Aspiriant Holdings S3
California
$242M -$6.93M -3% 4.57% – 117 12.82% 1.2
CGOF
2642
Condorcet Global Opportunity Fund
New York
$242M – – 11% – 32 – 0
First Heartland Consultants
2643
First Heartland Consultants
Missouri
$242M +$14.6M +6% 6.17% 59.2% 277 20.22% 1
VC
2644
V2 Capital
Illinois
$242M -$809K -0.3% 4.06% – 36 0% 0.9
PWW
2645
Pettyjohn Wood & White
Virginia
$242M +$10.4M +4% 4.74% 70.9% 125 6.4% 1.2
United Fire Group
2646
United Fire Group
Iowa
$241M +$12.7M +6% 6.03% 27.4% 111 0.9% 1.4
QCM Cayman
2647
QCM Cayman
Texas
$241M -$189M -44% 5.25% 74% 342 74.27% 0.3
Klingman & Associates
2648
Klingman & Associates
New York
$241M – – 0.54% 64.9% 387 – 0
Flagship Ventures 2007 General Partner
2649
Flagship Ventures 2007 General Partner
Massachusetts
$241M +$98.9M +70% 74.8% – 4 0% 0.8
CIA
2650
CSat Investment Advisory
Michigan
$241M +$1.33M +0.6% 9.57% 87.4% 28 46.43% 0.6