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)
ArchPoint Investors
2701
ArchPoint Investors
Florida
$288M -$79.6M -22% 15.1% 111% 149 35.57% 2.3
TIFF Advisory Services
2702
TIFF Advisory Services
Pennsylvania
$288M +$102M +55% 15.6% 86.3% 11 45.45% 0.6
Plante Moran Financial Advisors
2703
Plante Moran Financial Advisors
Michigan
$288M -$19.8M -6% 9.07% 62.8% 1,013 34.16% 2.5
Dorchester Wealth Management
2704
Dorchester Wealth Management
Quebec, Canada
$287M -$34.7M -11% 12.8% 18.3% 130 16.92% 2.5
Boenning & Scattergood
2705
Boenning & Scattergood
Pennsylvania
$287M -$28.1M -9% 11.3% 34.5% 291 16.84% 0.5
Avidian Wealth Enterprises
2706
Avidian Wealth Enterprises
Texas
$286M -$33.2M -10% 12.8% 71.7% 127 44.88% 1.6
Spectrum Management Group
2707
Spectrum Management Group
Indiana
$286M -$30.1M -10% 11.1% 44% 250 28% 1.5
FNY Investment Advisers
2708
FNY Investment Advisers
New York
$286M -$143M -33% 1.89% 386% 1,291 75.68% 0.2
Lathrop Investment Management
2709
Lathrop Investment Management
Arkansas
$286M -$101M -26% 15.2% 72.2% 77 31.17% 3.4
Buckhead Capital Management
2710
Buckhead Capital Management
Georgia
$285M -$40.7M -12% 10.3% 67.6% 95 10.53% 4.3
Cranbrook Wealth Management
2711
Cranbrook Wealth Management
Michigan
$285M +$49K +0% 13% 48.8% 271 11.44% 3.3
Aviance Capital Partners
2712
Aviance Capital Partners
Florida
$285M -$130M -31% 15.2% 98.2% 221 9.95% 3.2
Gerber Kawasaki Wealth & Investment Management
2713
Gerber Kawasaki Wealth & Investment Management
California
$284M -$83.9M -23% 14.3% 91.5% 132 24.24% 1.5
Apriem Advisors
2714
Apriem Advisors
California
$284M -$172M -38% 11.9% 74.3% 169 28.99% 3.5
Aristotle Atlantic Partners
2715
Aristotle Atlantic Partners
Florida
$284M +$120M +73% 11.9% 144% 93 48.39% 0.5
Martin & Co
2716
Martin & Co
Tennessee
$283M -$47.2M -14% 13.5% 67.8% 115 2.61% 4.4
South Street Advisors
2717
South Street Advisors
New York
$283M -$359M -56% 14.8% 169% 72 20.83% 2.9
Raytheon Master Pension Trust
2718
Raytheon Master Pension Trust
Massachusetts
$283M -$42.8M -13% 13% 36.3% 5 0% 2.4
Gilbert & Cook
2719
Gilbert & Cook
Iowa
$283M -$39.2M -12% 11% 63.2% 107 17.76% 1.5
Allen Capital Group
2720
Allen Capital Group
Nebraska
$283M -$18M -6% 9.49% 62.8% 142 23.94% 0.8
Summit Trail Advisors
2721
Summit Trail Advisors
New York
$283M -$170M -38% 14.9% 74.8% 284 66.2% 0.7
Eos Management LP
2722
Eos Management LP
New York
$283M -$106M -27% 16% 149% 28 14.29% 4.1
Capital One Investing
2723
Capital One Investing
Virginia
$283M – – 8.47% – 138 – 0
AIA International
2724
AIA International
Hong Kong
$283M -$60.6M -18% 19.5% 47.9% 8 12.5% 0.9
Diana Davis Spencer Foundation
2725
Diana Davis Spencer Foundation
Maryland
$283M +$680K +0.2% 0.26% 13.4% 3 0% 4