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)
Monarch Capital Management
2876
Monarch Capital Management
Indiana
$269M +$614K +0.2% 6.51% 77% 93 3.23% 3.9
Thomas J. Herzfeld Advisors
2877
Thomas J. Herzfeld Advisors
Florida
$269M +$41.9M +18% 1.28% 17.7% 342 24.85% 2.1
Bedell Frazier Investment Counselling
2878
Bedell Frazier Investment Counselling
California
$269M +$51.7M +24% 9.2% 72.5% 51 27.45% 1.7
Ascent Wealth Partners
2879
Ascent Wealth Partners
New York
$269M +$18.8M +8% 8.15% 105% 125 10.4% 2.6
Archford Capital Strategies
2880
Archford Capital Strategies
Illinois
$269M +$1.93M +0.7% 5.96% 87.4% 203 15.76% 2.5
FCG Advisors
2881
FCG Advisors
New Jersey
$268M -$1.55M -0.6% 1.29% 19.7% 122 6.56% 2.6
TD Ameritrade Trust
2882
TD Ameritrade Trust
Colorado
$268M -$71.6M -21% 3.71% 21.7% 45 62.22% 2.5
HGC Investment Management
2883
HGC Investment Management
Ontario, Canada
$268M +$48.3M +22% 0.05% 33.2% 91 75.82% 0.2
AGF Investments America
2884
AGF Investments America
Ontario, Canada
$268M +$6.29M +2% 4.9% 72.1% 75 13.33% 2
SPX Gestao de Recursos
2885
SPX Gestao de Recursos
Brazil
$268M -$124M -32% 5.5% 98.1% 47 82.98% 0.2
Trust Asset Management
2886
Trust Asset Management
Texas
$268M -$6.54M -2% 0.12% 91.1% 61 11.48% 2
Perigon Wealth Management
2887
Perigon Wealth Management
California
$268M -$40.2M -13% 5.08% 104% 713 19.07% 1.3
Capstone Financial Advisors
2888
Capstone Financial Advisors
Illinois
$268M +$43M +19% 7.15% 54.5% 91 14.29% 2.3
Intellectus Partners
2889
Intellectus Partners
California
$268M +$26.6M +11% 17.6% 157% 835 30.54% 0.8
Filament
2890
Filament
Washington
$268M +$7.06M +3% 4.37% 46.9% 33 3.03% 3.3
Pier 88 Investment Partners
2891
Pier 88 Investment Partners
California
$268M +$9.8M +4% 1.39% 36.1% 117 15.38% 0.7
Hamilton Capital
2892
Hamilton Capital
Ohio
$267M – – 3.01% – 33 – 0
Argyle Capital Management
2893
Argyle Capital Management
Pennsylvania
$267M +$12.1M +5% 5.16% 95.8% 128 3.13% 3.6
Alatus Capital
2894
Alatus Capital
Switzerland
$267M – – 0.54% 33% 2 – 0
LA
2895
Lynch & Associates
Indiana
$267M +$15.1M +6% 6.64% 73.5% 98 3.06% 3.9
Intrepid Capital Management
2896
Intrepid Capital Management
Florida
$266M +$19.4M +8% 7.3% 70.2% 37 27.03% 2.7
Technology Crossover Management VIII
2897
Technology Crossover Management VIII
California
$266M +$84.5M +47% 4.32% 77.9% 2 0% 1
Dalton Investments
2898
Dalton Investments
Nevada
$265M +$41.2M +18% 12% 95.1% 33 15.15% 2.1
Dillon & Associates
2899
Dillon & Associates
Michigan
$265M +$11.7M +5% 7.1% 117% 70 4.29% 3.7
CC
2900
Cognios Capital
Kansas
$265M +$17.9M +7% 7.5% 28.5% 188 27.13% 1.4