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)
Curated Wealth Partners
2626
Curated Wealth Partners
California
$612M +$63.3M +12% 10.9% 39.9% 148 13.51% 1.9
Estabrook Capital Management
2627
Estabrook Capital Management
New York
$612M +$44.2M +8% 11.5% 87.2% 377 4.77% 6.5
Cornercap Investment Counsel
2628
Cornercap Investment Counsel
Georgia
$611M +$61.5M +11% 12.6% 55.4% 675 30.52% 1.4
Qtron Investments
2629
Qtron Investments
Massachusetts
$610M +$85.6M +16% 12.4% 140% 481 19.13% 1.7
EMG Holdings
2630
EMG Holdings
Connecticut
$610M +$150M +33% 7.93% 4.17% 79 39.24% 1
Third Avenue Management
2631
Third Avenue Management
New York
$609M +$12.8M +2% 18.3% 113% 60 3.33% 4.9
ShawSpring Partners
2632
ShawSpring Partners
Massachusetts
$609M +$11.8M +2% 7.56% 3.53% 6 0% 2.7
Baker Tilly Wealth Management
2633
Baker Tilly Wealth Management
Wisconsin
$609M +$2.14M +0.4% 12% 96.9% 496 14.92% 2.2
Keywise Capital Management (HK)
2634
Keywise Capital Management (HK)
Hong Kong
$609M +$5.05M +0.8% 14.7% 684% 11 9.09% 1.4
ThornTree Capital Partners
2635
ThornTree Capital Partners
Massachusetts
$609M +$226M +59% 14.5% 217% 28 46.43% 0.8
Focused Wealth Management
2636
Focused Wealth Management
New York
$608M +$42M +7% 9.44% 80.9% 1,113 15.27% 4.7
Institutional & Family Asset Management
2637
Institutional & Family Asset Management
Colorado
$608M -$3.31M -0.5% 7.76% 19% 761 12.61% 4.1
WealthShield Partners
2638
WealthShield Partners
North Carolina
$608M -$56M -8% 10.1% 71% 517 15.86% 1.9
Great Lakes Retirement
2639
Great Lakes Retirement
Ohio
$607M +$52.4M +9% 11.9% 118% 237 20.25% 1.8
GA
2640
GRS Advisors
Illinois
$606M +$41.1M +7% 13% 54.3% 37 37.84% 1.1
Engine Capital Management
2641
Engine Capital Management
New York
$606M +$157M +35% 11.9% 21.1% 43 20.93% 1.4
Keebeck Wealth Management
2642
Keebeck Wealth Management
Illinois
$606M +$31.9M +6% 11.7% 81.3% 285 19.65% 2.3
Fir Tree Capital Management
2643
Fir Tree Capital Management
New York
$605M -$352M -37% 4.76% 17.3% 238 46.22% 1.1
Oak Hill Capital Management
2644
Oak Hill Capital Management
New York
$605M -$104M -15% 14.7% 1.19% 1 0% 2
First Beijing Investment Ltd
2645
First Beijing Investment Ltd
Hong Kong
$604M +$85.1M +16% 22.8% 81.8% 28 67.86% 0.1
Centerbridge Partners
2646
Centerbridge Partners
New York
$604M +$137M +29% 15% 15.9% 14 28.57% 2
Alpha Omega Wealth Management
2647
Alpha Omega Wealth Management
Virginia
$604M +$23.9M +4% 8.11% 65.9% 210 7.14% 5.4
Perennial Investment Advisors
2648
Perennial Investment Advisors
California
$604M +$49.9M +9% 10.5% 84.3% 379 16.89% 1.8
Advisors Preferred
2649
Advisors Preferred
Maryland
$604M +$296M +96% 11.6% 102% 308 63.31% 0.4
Aaron Wealth Advisors
2650
Aaron Wealth Advisors
Illinois
$603M -$172M -22% 10.2% 108% 290 22.76% 1.6