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)
Pinpoint Asset Management
2701
Pinpoint Asset Management
Hong Kong
$623M +$171M +38% 10.6% 185% 128 60.16% 0.4
Parkside Financial Bank & Trust
2702
Parkside Financial Bank & Trust
Missouri
$623M +$72.7M +13% 8.71% 85.4% 2,120 7.83% 4.4
PCM
2703
Prime Capital Management
Hong Kong
$623M +$75.4M +14% 33.8% 569% 6 33.33% 0.8
Linden Thomas Advisory Services
2704
Linden Thomas Advisory Services
North Carolina
$622M +$87M +16% 10.2% 149% 473 16.49% 0.8
Moss Adams Wealth Advisors
2705
Moss Adams Wealth Advisors
Washington
$622M +$143M +30% 8.21% 79.6% 164 32.93% 0.7
MPM BioImpact
2706
MPM BioImpact
Massachusetts
$622M +$195M +46% 37.1% 550% 44 40.91% 1.1
Pinkerton Retirement Specialists
2707
Pinkerton Retirement Specialists
Idaho
$622M +$103M +20% 8.71% 98% 156 34.62% 2.5
D'Orazio & Associates
2708
D'Orazio & Associates
Virginia
$620M +$61.9M +11% 9.09% 66.7% 211 14.69% 3.2
Madison Avenue Partners
2709
Madison Avenue Partners
New York
$620M -$88.4M -12% 8.04% 284% 24 45.83% 1.1
Tanager Wealth Management
2710
Tanager Wealth Management
United Kingdom
$619M +$69.5M +13% 5.09% 53.4% 91 17.58% 1.2
Clayton Dubilier & Rice
2711
Clayton Dubilier & Rice
New York
$619M -$3.11B -83% 50.4% 176% 5 20% 5.4
WealthShield Partners
2712
WealthShield Partners
North Carolina
$618M +$10.6M +2% 7.92% 71% 516 16.09% 2.1
Consolidated Investment Group
2713
Consolidated Investment Group
Colorado
$618M +$51.1M +9% 10.3% 150% 65 6.15% 5.8
GWSG
2714
GPS Wealth Strategies Group
Colorado
$617M +$69.7M +13% 14% 118% 1,323 11.56% 1.1
White Mountains Insurance Group
2715
White Mountains Insurance Group
New Hampshire
$617M +$225M +57% 64.8% 105% 2 0% 2.4
Engaged Capital
2716
Engaged Capital
California
$617M -$65.6M -10% 1.68% 26.2% 11 18.18% 2
Herald Investment Management
2717
Herald Investment Management
United Kingdom
$617M +$93.3M +18% 43.5% 493% 107 16.82% 5
USA Financial Formulas
2718
USA Financial Formulas
Michigan
$617M +$45.2M +8% 9.31% 104% 434 54.15% 1.3
Bison Wealth
2719
Bison Wealth
Georgia
$615M +$50.5M +9% 9.98% 37.4% 440 12.5% 2.8
Primavera Capital Management
2720
Primavera Capital Management
Cayman Islands
$615M -$25.9M -4% 0.47% 1.21% 4 25% 4
Exchange Capital Management
2721
Exchange Capital Management
Michigan
$615M +$57.5M +10% 7.9% 57.8% 191 6.81% 5.2
Cardinal Capital Management Inc (North Carolina)
2722
Cardinal Capital Management Inc (North Carolina)
North Carolina
$615M +$86.5M +16% 7.94% 86.4% 140 4.29% 7.4
Redhawk Wealth Advisors
2723
Redhawk Wealth Advisors
Minnesota
$614M +$102M +20% 15.1% 116% 343 26.82% 1.2
Graham Holdings Co Master Retirement Trust
2724
Graham Holdings Co Master Retirement Trust
Virginia
$614M +$82M +15% 15.5% 46% 2 0% 1.5
CIA
2725
Covington Investment Advisors
Pennsylvania
$613M +$62.8M +11% 7.99% 100% 76 9.21% 6.2