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)
Pasadena Private Wealth
2901
Pasadena Private Wealth
California
$735M +$40.6M +6% 1.84% 53% 292 31.85% 1.7
VCM
2902
Vivaldi Capital Management
Illinois
$735M +$28.1M +4% 6.58% 69.2% 293 9.9% 3.5
Vancity Investment Management
2903
Vancity Investment Management
British Columbia, Canada
$735M -$16.6M -2% 0.5% – 88 15.91% 2.2
Emerald Advisors
2904
Emerald Advisors
Washington
$735M -$18.7M -2% 4.57% 71.8% 114 11.4% 3.2
Manchester Capital Management
2905
Manchester Capital Management
Vermont
$735M -$3.24M -0.4% 4.55% 86.7% 1,531 28.09% 3.7
RIM
2906
Rovida Investment Management
Cayman Islands
$735M -$147M -17% 10.6% – 18 16.67% 0.7
Glen Eagle Advisors
2907
Glen Eagle Advisors
New Jersey
$735M +$15.1M +2% 2.54% 68.5% 1,166 13.89% 5
NG
2908
Northstar Group
New York
$734M +$47.7M +7% 3.4% 63.9% 170 10% 6.2
Live Oak Private Wealth
2909
Live Oak Private Wealth
North Carolina
$734M +$16M +2% 5.99% 74.6% 203 6.9% 3.9
Capital Advisors Wealth Management
2910
Capital Advisors Wealth Management
Washington
$734M +$33.5M +5% 1.95% 70.5% 229 10.48% 2.4
Claro Advisors
2911
Claro Advisors
Massachusetts
$734M +$48.3M +7% 1.78% 98.8% 447 17.67% 2.9
Nexus Investment Management
2912
Nexus Investment Management
Ontario, Canada
$734M +$29.4M +4% 8.27% 93.5% 71 2.82% 5.1
LM Advisors
2913
LM Advisors
California
$732M +$37.8M +5% 4.31% – 222 12.16% 1.5
Berman McAleer
2914
Berman McAleer
Maryland
$732M +$16.9M +2% 1.06% – 171 9.36% 0.2
CIA
2915
Covington Investment Advisors
Pennsylvania
$732M -$32.2M -4% 5.43% 100% 79 11.39% 6.2
Financial Consulate
2916
Financial Consulate
Maryland
$731M +$23.2M +3% 2.3% 61.4% 1,462 29.62% 0.3
FSM Wealth Advisors
2917
FSM Wealth Advisors
Ohio
$731M +$24.2M +3% 2.08% 68.4% 340 15.59% 1.7
Fourpath Capital Management
2918
Fourpath Capital Management
Oklahoma
$731M +$27.3M +4% 5.39% 82.1% 241 10.37% 1.9
Asset One Wealth Management
2919
Asset One Wealth Management
Washington
$730M – – 5.76% – 275 – 0
Insight Wealth Partners
2920
Insight Wealth Partners
Texas
$730M +$401M +122% 1.89% 56.2% 127 18.9% 2.6
Financial Advisors Network
2921
Financial Advisors Network
California
$730M +$23.5M +3% 1.97% – 203 6.9% 3.6
Mirador Capital Partners
2922
Mirador Capital Partners
California
$730M +$24.1M +3% 3.98% 120% 224 12.5% 4
Larch Capital Partners
2923
Larch Capital Partners
Florida
$729M – – 4.42% – 34 – 0
CANC
2924
Culbertson A N & Co
Virginia
$729M +$22.3M +3% 3.86% 87.5% 129 2.33% 8.6
Two Sigma Securities
2925
Two Sigma Securities
New York
$728M +$49.8M +7% 0.75% 109% 2,184 74.08% 0.2