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)
HCP
2751
Holt Capital Partners
Texas
$559M +$48.7M +10% 9.81% 69.5% 158 6.96% 6.1
Battery Management Corp
2752
Battery Management Corp
Massachusetts
$559M +$178M +47% 3.77% 45.1% 5 0% 2.2
Towercrest Capital Management
2753
Towercrest Capital Management
Pennsylvania
$559M +$45M +9% 8.16% 42.6% 107 3.74% 4.4
D'Orazio & Associates
2754
D'Orazio & Associates
Virginia
$558M +$113M +25% 11% 61.2% 194 22.68% 3.3
Synergy Asset Management
2755
Synergy Asset Management
Washington
$558M +$54M +11% 8.01% 97.3% 177 48.59% 0.7
Skaana Management
2756
Skaana Management
New York
$558M +$152M +37% 1.91% 269% 241 22.41% 0.7
Financial Partners Group (Kansas)
2757
Financial Partners Group (Kansas)
Kansas
$558M +$72.7M +15% 9.42% 76.7% 173 10.4% 2.5
Monograph Wealth Advisors
2758
Monograph Wealth Advisors
California
$557M +$51.6M +10% 10.9% 68% 139 30.94% 1.3
Exchange Capital Management
2759
Exchange Capital Management
Michigan
$557M +$27.2M +5% 11.5% 57.8% 186 8.06% 5.2
Zevin Asset Management
2760
Zevin Asset Management
Massachusetts
$557M +$59.5M +12% 8.74% 71.7% 94 11.7% 5
Hazelview Securities
2761
Hazelview Securities
Ontario, Canada
$557M +$6.6M +1% 16.5% – 53 49.06% 1.4
Covenant Asset Management
2762
Covenant Asset Management
New Jersey
$557M +$177M +47% 15.6% 177% 167 11.98% 3.7
Cynosure Group
2763
Cynosure Group
Utah
$556M +$230M +71% 9.74% 56.8% 158 17.72% 0.8
Moody Aldrich Partners
2764
Moody Aldrich Partners
Massachusetts
$556M +$28.1M +5% 17.6% 312% 230 31.74% 1.1
StepStone Group
2765
StepStone Group
California
$556M +$132M +31% 34.9% 107% 28 42.86% 1.5
CFS Investment Advisory Services
2766
CFS Investment Advisory Services
New Jersey
$555M -$72.2M -12% 8.55% 59.7% 177 24.86% 1.3
Inspirion Wealth Advisors
2767
Inspirion Wealth Advisors
Illinois
$555M +$42.1M +8% 8.34% 52.5% 148 12.16% 3.9
Sompo Asset Management
2768
Sompo Asset Management
Japan
$554M +$97.8M +21% 12.7% 84.7% 203 15.76% 2.7
Redwood Capital Management
2769
Redwood Capital Management
New York
$552M +$19.9M +4% 17.1% 313% 22 13.64% 4.2
TrinityPoint Wealth
2770
TrinityPoint Wealth
Connecticut
$552M +$50M +10% 10.5% 28.4% 303 7.26% 2.9
JC
2771
Joho Capital
New York
$552M +$107M +24% 16.6% 80.2% 19 31.58% 1.4
Total Wealth Planning
2772
Total Wealth Planning
Ohio
$551M +$62M +13% 8.48% 37.2% 92 8.7% 2.5
Dillon & Associates
2773
Dillon & Associates
Michigan
$551M +$31.7M +6% 10% 117% 80 6.25% 6.9
Iridian Asset Management
2774
Iridian Asset Management
Connecticut
$551M +$57.4M +12% 9.93% 88.4% 53 7.55% 2.9
CIA
2775
Covington Investment Advisors
Pennsylvania
$551M +$62.9M +13% 11.6% 100% 77 9.09% 6.3