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 Pool Management
2926
Blue Pool Management
Hong Kong
$446M -$66.1M -13% 6.06% 72.8% 42 40.48% 1.3
KWMG
2927
King Wealth Management Group
Florida
$446M +$19M +4% 3.53% 103% 167 11.98% 3.5
Intelligence Driven Advisers
2928
Intelligence Driven Advisers
California
$446M -$432K -0.1% 1.4% 65.6% 94 26.6% 1.2
Noesis Capital Mangement
2929
Noesis Capital Mangement
Florida
$445M +$40.6M +10% 6.45% 139% 128 16.41% 3.6
Arbor Investment Advisors
2930
Arbor Investment Advisors
North Carolina
$445M +$8.7M +2% 6.75% 48.5% 102 9.8% 3.2
Disciplina Capital Management
2931
Disciplina Capital Management
Tennessee
$444M +$251M +130% 3.49% 33% 59 32.2% 0.8
Lindbrook Capital
2932
Lindbrook Capital
California
$444M +$34.9M +9% 7.33% 35.8% 1,987 12.38% 1.5
NFAM
2933
North Fourth Asset Management
New Jersey
$444M -$538M -55% 13.5% 104% 180 88.89% 0.1
GECH
2934
Garnet Equity Capital Holdings
New York
$444M +$104M +31% 19.5% 302% 44 43.18% 0.6
BlueSky Wealth Advisors
2935
BlueSky Wealth Advisors
North Carolina
$443M +$29.2M +7% 2.68% 45.9% 61 22.95% 2.6
DC
2936
Derby & Company
Massachusetts
$443M +$42.6M +11% 5.57% 33.7% 78 11.54% 1.3
Cooper Financial Group
2937
Cooper Financial Group
California
$443M -$47.5M -10% 4.15% 87.2% 328 36.89% 1.1
Asset Dedication LLC
2938
Asset Dedication LLC
California
$443M -$59M -12% 6.65% 71.9% 816 21.08% 2.9
Compass Group
2939
Compass Group
New York
$442M +$31.9M +8% 3.25% 64.6% 20 30% 1.2
Hefren-Tillotson
2940
Hefren-Tillotson
Pennsylvania
$442M +$55.5M +14% 11.5% 40% 13 7.69% 3.8
Advisor OS
2941
Advisor OS
Illinois
$441M +$68.5M +18% 5.36% 68.8% 214 43.46% 0.3
KLCM Advisors
2942
KLCM Advisors
Wisconsin
$441M +$38M +9% 13.2% 122% 112 13.39% 3.8
Quattro Financial Advisors
2943
Quattro Financial Advisors
Texas
$441M +$61.6M +16% 3.29% 77.6% 98 59.18% 0.5
Gryphon Financial Partners
2944
Gryphon Financial Partners
Ohio
$440M +$52M +13% 9.85% 111% 184 21.2% 1.7
Sompo Asset Management
2945
Sompo Asset Management
Japan
$440M -$21.6M -5% 6.71% 84.7% 136 7.35% 2
Means Investment Company
2946
Means Investment Company
Maine
$439M +$835K +0.2% 4.46% 106% 198 12.12% 1.5
Nations Financial Group
2947
Nations Financial Group
Iowa
$439M +$59.5M +16% 6.66% 112% 369 20.87% 2.1
WMS Partners
2948
WMS Partners
Maryland
$439M -$141M -24% 3.57% 10.8% 267 24.34% 3.7
Astor Investment Management
2949
Astor Investment Management
Illinois
$439M -$15.2M -3% 4.94% 23.3% 67 32.84% 1.2
11 Capital Partners
2950
11 Capital Partners
Connecticut
$439M +$98.7M +29% 1.47% 101% 23 30.43% 0.2