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)
Flaharty Asset Management
2626
Flaharty Asset Management
Florida
$492M -$52.7M -10% 11.8% 33.4% 132 15.91% 2.4
LVW Advisors
2627
LVW Advisors
New York
$492M -$100M -17% 12.8% 79.1% 255 20.39% 2.7
Waddell & Associates
2628
Waddell & Associates
Tennessee
$491M -$132M -21% 14% 194% 155 24.52% 0.9
Blue Pool Management
2629
Blue Pool Management
Hong Kong
$491M -$138M -22% 20.9% 72.8% 2 50% 1
Laidlaw Wealth Management
2630
Laidlaw Wealth Management
New York
$491M -$108M -18% 14.2% 150% 427 20.84% 1.1
CBT
2631
Central Bank & Trust
Kentucky
$490M -$136M -22% 15.1% 118% 329 8.21% 5.1
ACG Wealth
2632
ACG Wealth
Georgia
$490M -$39.6M -7% 12.5% 45.5% 1,122 75.76% 1.1
Patton Albertson Miller Group
2633
Patton Albertson Miller Group
Tennessee
$490M -$92.3M -16% 12% 109% 252 14.68% 3.8
Proffitt & Goodson
2634
Proffitt & Goodson
Tennessee
$489M -$62.1M -11% 11.6% 48.5% 281 8.19% 3.1
Madison Avenue Partners
2635
Madison Avenue Partners
New York
$489M -$46.8M -9% 7.05% 284% 21 38.1% 1
CCM
2636
Cohen Capital Management
California
$488M -$82.8M -14% 12.1% 91.5% 145 5.52% 5.3
Ophir Asset Management
2637
Ophir Asset Management
Australia
$487M -$164M -25% 16.2% 282% 44 65.91% 0.6
Miller Investment Management
2638
Miller Investment Management
Pennsylvania
$486M -$149M -23% 15.8% 60.2% 100 14% 4.7
Ropes Wealth Advisors
2639
Ropes Wealth Advisors
Massachusetts
$486M -$96.5M -17% 13.2% 71% 291 9.62% 4.8
Integral Health Asset Management
2640
Integral Health Asset Management
New York
$486M +$102M +27% 9.51% 564% 86 41.86% 0.8
IMOV
2641
Investment Management of Virginia
Virginia
$486M -$83.3M -15% 12.9% 93.4% 184 7.61% 4.9
Glassman Wealth Services
2642
Glassman Wealth Services
Virginia
$486M -$62.6M -11% 14.3% 62.6% 2,146 23.3% 2.6
SCM
2643
Somerset Capital Management
United Kingdom
$485M -$56M -10% 9.7% 7.5% 13 15.38% 2.5
Bleichroeder LP
2644
Bleichroeder LP
New York
$484M -$79.2M -14% 10.8% 202% 115 18.26% 1.4
Camden National Bank
2645
Camden National Bank
Maine
$484M -$67.7M -12% 10.4% 48.8% 141 12.06% 3.7
Foresight Wealth Management
2646
Foresight Wealth Management
Utah
$484M -$56.3M -10% 12.9% 19.1% 130 11.54% 2.1
Charles Schwab Trust
2647
Charles Schwab Trust
Nevada
$483M -$87.2M -15% 11.2% 52.7% 161 14.29% 2.1
Bridgewater Advisors
2648
Bridgewater Advisors
New York
$483M +$71.2M +17% 11.8% 61% 255 18.43% 2.4
Beach Point Capital Management
2649
Beach Point Capital Management
California
$482M -$179M -27% 14% 84.1% 24 0% 0.9
Brilliance Asset Management
2650
Brilliance Asset Management
Hong Kong
$482M +$228M +90% 11.3% 39.2% 6 33.33% 0.6