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)
Ascent Wealth Partners
2701
Ascent Wealth Partners
New York
$498M +$32.6M +7% 6.84% 105% 152 10.53% 3.7
Amarillo National Bank
2702
Amarillo National Bank
Texas
$497M +$65.9M +15% 5.4% 63.5% 100 6% 5.3
Fund Management at Engine No 1
2703
Fund Management at Engine No 1
California
$497M +$88.7M +22% 10.6% – 409 11.25% 0.8
Integral Health Asset Management
2704
Integral Health Asset Management
New York
$496M +$20M +4% 7.36% 564% 92 56.52% 0.6
HVM
2705
Harvest Volatility Management
Connecticut
$496M +$706K +0.1% 22.9% 24.3% 134 2.99% 1.8
CI
2706
CPMG Inc
Texas
$496M +$97.5M +24% 64.6% 878% 5 20% 2.8
Evermay Wealth Management
2707
Evermay Wealth Management
Virginia
$496M +$4.38M +0.9% 5.05% 56.2% 592 13.51% 2.5
Moody Aldrich Partners
2708
Moody Aldrich Partners
Massachusetts
$495M +$1.95M +0.4% 8.36% 312% 182 29.67% 1.4
FAG
2709
Financial Advisory Group
Texas
$495M +$24.2M +5% 7.12% 20.6% 95 15.79% 4.8
Bensler
2710
Bensler
Washington
$495M +$45.4M +10% 8.24% 106% 164 12.8% 1
9258 Wealth Management
2711
9258 Wealth Management
Ohio
$495M +$33M +7% 7.53% 49.6% 339 9.44% 2.9
Arkos Global Advisors
2712
Arkos Global Advisors
Texas
$495M +$103M +26% 3.88% 43.6% 100 15% 2.4
Tarbox Family Office
2713
Tarbox Family Office
California
$495M +$38.7M +8% 5.23% 66.4% 101 7.92% 6.5
K.J. Harrison & Partners
2714
K.J. Harrison & Partners
Ontario, Canada
$495M -$16.7M -3% 9.34% 140% 277 28.88% 2.4
CCM
2715
Cohen Capital Management
California
$495M +$3.07M +0.6% 5.06% 91.5% 140 4.29% 6
Biondo Investment Advisors
2716
Biondo Investment Advisors
Pennsylvania
$495M +$45.7M +10% 10.4% 83.4% 80 13.75% 5.1
Index Venture Growth Associates III
2717
Index Venture Growth Associates III
Jersey
$494M +$76.3M +18% 46.2% 740% 3 0% 1.3
Passaic Partners
2718
Passaic Partners
New Jersey
$494M +$15.8M +3% 6.57% 53.2% 8 12.5% 1
Focused Wealth Management
2719
Focused Wealth Management
New York
$494M +$2.3M +0.5% 7.37% 80.9% 1,173 18.24% 4.2
SA
2720
Strategic Advisors
New York
$494M +$44.9M +10% 9.91% 106% 213 13.62% 3.7
Patriot Financial Group Insurance Agency
2721
Patriot Financial Group Insurance Agency
Massachusetts
$493M -$251M -34% 6.88% 97.3% 496 19.96% 3.5
Camden National Bank
2722
Camden National Bank
Maine
$493M +$13.7M +3% 4.24% 58.2% 127 10.24% 4.1
Crosslink Capital
2723
Crosslink Capital
California
$493M +$77.9M +19% 30.2% 135% 20 25% 3.6
Exchange Capital Management
2724
Exchange Capital Management
Michigan
$492M +$36.4M +8% 6.4% 57.8% 171 7.02% 5
New England Private Wealth Advisors
2725
New England Private Wealth Advisors
Massachusetts
$492M +$20.2M +4% 3.19% 55.8% 112 10.71% 4.6