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)
Waverly Advisors
2751
Waverly Advisors
Alabama
$221M +$57.1M +35% 2% 67.6% 96 11.46% 2.1
SP
2752
Summit Partners
Massachusetts
$220M +$46.8M +27% 13.4% 13.7% 6 50% 1.3
AC
2753
Alley Company
Illinois
$220M +$11.8M +6% 3.66% 88.2% 78 2.56% 2.4
DVC
2754
Deer VII & Co
New York
$220M -$171M -44% 17.2% 241% 6 0% 1.9
SCM
2755
Stonebridge Capital Management
California
$219M -$14.1M -6% 2.47% – 163 23.31% 2.1
CBOR
2756
Community Bank of Raymore
Missouri
$219M +$12.6M +6% 5.87% 89.6% 48 4.17% 1.3
UF
2757
Univest Financial
Pennsylvania
$219M -$458K -0.2% 2.57% 82.6% 96 4.17% 2.2
LYV
2758
Live Your Vision
Pennsylvania
$219M +$8.15M +4% 2.18% 17.9% 62 8.06% 2
WFG
2759
Windsor Financial Group
Minnesota
$219M +$520K +0.2% 3.04% 15.3% 75 4% 2.3
SIRP
2760
Shelter Insurance Retirement Plan
Missouri
$219M +$3.57M +2% 4.36% 60.5% 42 2.38% 2.6
WAMC
2761
Western Asset Management Company
California
$219M +$72M +49% 3.81% 2.29% 77 75.32% 1.1
CA
2762
Cambridge Advisors
Nebraska
$219M +$3.37M +2% 2.11% 52.9% 132 3.79% 1.3
AS
2763
AIA (Singapore)
Singapore
$219M -$2.25M -1% 2.32% 15.4% 4 0% 2.3
MC
2764
Muzinich & Co
New York
$219M -$6.57M -3% 2.05% 9.67% 55 5.45% 1
AGM
2765
Alpine Global Management
New York
$219M -$219M -50% 5.44% 149% 313 91.69% 0.1
PGA
2766
Portland Global Advisors
Maine
$218M +$9.48M +5% 2.87% 43.4% 102 2.94% 2.5
FFS
2767
Founders Financial Securities
Maryland
$218M +$5.48M +3% 1.68% 64.3% 84 36.9% 0.9
HP
2768
HealthInvest Partners
Sweden
$218M +$4.51M +2% 0.9% – 22 36.36% 0.9
Advisory Alpha
2769
Advisory Alpha
Michigan
$218M +$30.6M +16% 2.21% 50.3% 75 24% 1.3
FPIS
2770
Financial Planning & Information Services
Wisconsin
$218M +$23.3M +12% 2.13% 13% 35 2.86% 2.1
TCM
2771
Texan Capital Management
Texas
$218M +$3.91M +2% 6.8% 19.3% 159 16.35% 2
MG
2772
McCutchen Group
Washington
$218M +$7.45M +4% 2.13% 2.54% 18 0% 2.4
UBWV
2773
United Bank (West Virginia)
West Virginia
$218M -$927K -0.4% 2.45% 22.5% 112 11.61% 2.3
DA
2774
Dillon & Associates
Michigan
$218M +$2.14M +1% 1.67% 98.2% 70 1.43% 2.4
TFM
2775
Trimaran Fund Management
New York
$218M -$5.69M -3% 2.55% 82.8% 1 0% 1.5