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)
Blue Edge Capital
2826
Blue Edge Capital
Virginia
$623M -$13M -2% 1.88% 67.4% 113 6.19% 6
Laird Norton Wetherby Trust Company
2827
Laird Norton Wetherby Trust Company
Washington
$622M -$110M -15% 4.4% 88.1% 83 22.89% 2.2
VCM
2828
Vivaldi Capital Management
Illinois
$621M -$31.3M -5% 0% 69.2% 297 8.08% 3.1
Correct Capital Wealth Management
2829
Correct Capital Wealth Management
Missouri
$620M +$118M +23% 1.22% 83.6% 119 10.08% 1.1
Semper Augustus Investments Group
2830
Semper Augustus Investments Group
Colorado
$620M +$60.8M +11% 12.3% 95.4% 38 7.89% 6.4
Estabrook Capital Management
2831
Estabrook Capital Management
New York
$619M -$29.6M -5% 0.15% 87.2% 349 5.73% 7.6
CDAM (UK)
2832
CDAM (UK)
United Kingdom
$618M -$48.2M -7% 15.2% 7.89% 12 25% 3.5
Live Oak Private Wealth
2833
Live Oak Private Wealth
North Carolina
$617M +$22.1M +4% 0.86% 74.6% 192 6.25% 3.5
NG
2834
Northstar Group
New York
$617M +$19.7M +3% 1.59% 63.9% 161 11.18% 6.1
Exchange Capital Management
2835
Exchange Capital Management
Michigan
$617M -$12.9M -2% 1.95% 57.8% 214 4.67% 5.3
New England Asset Management
2836
New England Asset Management
Connecticut
$616M +$30.5M +5% 2.46% 55.6% 125 5.6% 5.4
Northside Capital Management
2837
Northside Capital Management
Oregon
$616M +$240M +64% 0.35% 99.6% 129 5.43% 4.2
Fountainhead AM
2838
Fountainhead AM
New Jersey
$616M +$67.8M +12% 2.36% 80.4% 196 17.35% 1.7
Cooper Investors
2839
Cooper Investors
Australia
$616M -$19.1M -3% 2.27% 57.5% 50 16% 1.7
CoreCommodity Management
2840
CoreCommodity Management
Connecticut
$615M +$103M +20% 3.72% 65.8% 153 19.61% 3.2
Allen Mooney & Barnes Investment Advisors
2841
Allen Mooney & Barnes Investment Advisors
Georgia
$615M +$22.2M +4% 0.7% 78.9% 155 4.52% 2.5
Maltese Capital Management
2842
Maltese Capital Management
New York
$615M -$40.1M -6% 5.84% 114% 126 18.25% 2.7
Lake Street Private Wealth
2843
Lake Street Private Wealth
Illinois
$614M -$11.9M -2% 2.02% 105% 262 12.21% 3.4
Versor Investments
2844
Versor Investments
New York
$613M +$33.4M +6% 0.6% 240% 992 58.27% 0.4
Portside Wealth Group
2845
Portside Wealth Group
Utah
$613M +$8.62M +1% 0.33% 90.1% 460 16.74% 1.2
Tennessee Valley Asset Management Partners
2846
Tennessee Valley Asset Management Partners
Tennessee
$613M +$15.6M +3% 1.1% 72.8% 170 16.47% 2.3
Family Management
2847
Family Management
New York
$612M -$10.6M -2% 2.49% 69% 239 25.1% 2.2
South Street Advisors
2848
South Street Advisors
New York
$612M -$40.7M -6% 0.15% 169% 70 8.57% 4.2
Blue Grotto Capital
2849
Blue Grotto Capital
Georgia
$612M +$64.4M +12% 2.04% 296% 36 50% 0.7
Evelyn Partners Investment Management Services
2850
Evelyn Partners Investment Management Services
$610M +$35.9M +6% 0.55% – 285 7.72% 0.2