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)
USA Financial Formulas
2751
USA Financial Formulas
Michigan
$617M -$57.2K -0% 3.16% 104% 391 47.31% 1.3
Fiduciary Alliance
2752
Fiduciary Alliance
South Carolina
$616M +$49.6M +9% 2.6% 104% 231 22.94% 0.9
Adventist Health System West
2753
Adventist Health System West
California
$616M +$59.7M +11% 2.25% 60.2% 8 50% 1.9
VC
2754
Vision Capital
Ontario, Canada
$616M +$126M +26% 1.42% 19.8% 21 61.9% 0.5
EAM Investors
2755
EAM Investors
California
$615M -$26.4M -4% 25.3% 6,012% 357 67.79% 0.3
Two Seas Capital
2756
Two Seas Capital
New York
$615M +$105M +21% 9.22% 344% 21 19.05% 0.8
Atlas Private Wealth Advisors
2757
Atlas Private Wealth Advisors
New Jersey
$615M +$316M +106% 0.11% 57.8% 156 30.77% 1.7
Bison Wealth
2758
Bison Wealth
Georgia
$615M -$375K -0.1% 1.48% 37.4% 424 0.47% 3
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
2759
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$615M -$33.4M -5% 5.46% 1,119% 42 14.29% 1.1
First Turn Management
2760
First Turn Management
California
$615M -$53.7M -8% 6.37% – 44 40.91% 0.3
Exchange Capital Management
2761
Exchange Capital Management
Michigan
$614M -$711K -0.1% 0.99% 57.8% 198 7.58% 5.2
SP
2762
Solel Partners
Massachusetts
$614M +$10.3M +2% 4.78% 25.9% 23 21.74% 1.6
Cornercap Investment Counsel
2763
Cornercap Investment Counsel
Georgia
$614M -$35.7M -5% 2.06% 55.4% 722 32.55% 1.5
Lee Financial
2764
Lee Financial
Texas
$614M +$13.9M +2% 1.85% 75% 159 17.61% 5
180 Wealth Advisors
2765
180 Wealth Advisors
Washington
$613M +$56.8M +10% 4.73% 136% 450 13.78% 3.1
Herald Investment Management
2766
Herald Investment Management
United Kingdom
$610M -$6.58M -1% 2.12% 493% 99 4.04% 5.2
Howard Financial Services
2767
Howard Financial Services
Texas
$610M +$29.7M +5% 1.37% 55.9% 165 8.48% 2.9
Smartleaf Asset Management
2768
Smartleaf Asset Management
Massachusetts
$610M +$93.2M +18% 2.72% – 2,777 34.64% 0.3
J.P. Marvel Investment Advisors
2769
J.P. Marvel Investment Advisors
Massachusetts
$610M +$31.5M +5% 9.05% 183% 75 5.33% 6
Total Wealth Planning
2770
Total Wealth Planning
Ohio
$610M +$27.7M +5% 0.17% 37.2% 93 6.45% 2.9
BSW Wealth Partners
2771
BSW Wealth Partners
Colorado
$609M +$19.2M +3% 2.53% 75.4% 308 5.84% 3.4
Onyx Bridge Wealth Group
2772
Onyx Bridge Wealth Group
New York
$609M +$49.3M +9% 2.53% 74.6% 280 8.57% 1.7
Mayflower Financial Advisors
2773
Mayflower Financial Advisors
Massachusetts
$609M +$10.9M +2% 2.32% 68.7% 374 9.36% 2.5
Sanders Morris Harris
2774
Sanders Morris Harris
Texas
$609M +$64.3M +12% 3.2% 85.8% 307 15.96% 1.1
Southern Farm Bureau Life Insurance
2775
Southern Farm Bureau Life Insurance
Mississippi
$609M +$4.22M +0.7% 0.01% 52.3% 17 11.76% 2