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)
FBL Investment Management Services
3151
FBL Investment Management Services
Iowa
$241M +$202M +519% 1.12% 16.6% 49 65.31% 1.6
Brilliance Asset Management
3152
Brilliance Asset Management
Hong Kong
$240M -$95.9M -29% 18.8% 39.2% 6 50% 0.4
Icon Wealth Partners
3153
Icon Wealth Partners
Texas
$240M +$1.89M +0.8% 4.59% – 846 69.03% 0.6
Silicon Valley Capital Partners
3154
Silicon Valley Capital Partners
California
$240M +$31.2M +15% 7.72% 103% 31 16.13% 1.4
CBTWT
3155
Community Bank & Trust (Waco, Texas)
Texas
$240M +$18.5M +8% 8.63% 124% 145 11.03% 2.1
Wynnefield Capital
3156
Wynnefield Capital
New York
$240M -$31.1M -11% 1.68% 52.1% 35 20% 2.8
GWA
3157
Guidant Wealth Advisors
Illinois
$239M +$9.7M +4% 2.51% 17.8% 283 22.97% 1.4
FCT
3158
Family Capital Trust
Massachusetts
$239M +$14.4M +6% 9.25% 39.1% 62 8.06% 3.5
BCWM LLC
3159
BCWM LLC
Kansas
$239M +$10.5M +5% 5.36% – 72 8.33% 2.3
TCI Wealth Advisors
3160
TCI Wealth Advisors
Arizona
$239M +$14.3M +6% 8.85% 65% 1,699 13.18% 2.5
Lagoda Investment Management
3161
Lagoda Investment Management
New York
$239M -$1.49M -0.6% 12.2% 250% 37 5.41% 2.6
ACM
3162
Aquilo Capital Management
California
$239M +$118M +97% 8.21% 6.84% 15 26.67% 0.2
BTG Pactual Global Asset Management
3163
BTG Pactual Global Asset Management
Bermuda
$239M -$108M -31% 6.11% 88.9% 101 69.31% 0.6
Cynosure Advisors
3164
Cynosure Advisors
Utah
$238M -$129M -35% 3.01% – 222 94.14% 0.8
MP
3165
Mediatel Partners
Texas
$238M +$16.5M +7% 7.48% 11.6% 2 0% 5.3
McNamara Financial Services
3166
McNamara Financial Services
Massachusetts
$237M +$10.2M +4% 2.16% 42.6% 41 4.88% 2
Berman Capital Advisors
3167
Berman Capital Advisors
Georgia
$237M -$50M -17% 3.93% 48.2% 132 29.55% 0.6
Smith & Howard Wealth Management
3168
Smith & Howard Wealth Management
Georgia
$237M +$9.6M +4% 4.33% 40.4% 49 8.16% 2.8
BFSG LLC
3169
BFSG LLC
California
$237M +$9.6M +4% 7.33% 81.9% 144 27.78% 1.1
Financial Sense Advisors
3170
Financial Sense Advisors
California
$237M +$93.4M +65% 5.34% 152% 81 46.91% 1.1
Rock Creek Group
3171
Rock Creek Group
District of Columbia
$237M – – 2.26% 37.2% 87 – 0.2
Madison International Realty Holdings
3172
Madison International Realty Holdings
New York
$236M -$21M -8% 0.13% – 10 20% 1
Goldstein Munger & Associates
3173
Goldstein Munger & Associates
California
$236M -$871K -0.4% 3.79% 11.9% 38 13.16% 3.4
McRae Capital Management
3174
McRae Capital Management
New Jersey
$236M -$3.08M -1% 7.63% 78.2% 101 8.91% 3.4
Inspirion Wealth Advisors
3175
Inspirion Wealth Advisors
Illinois
$236M +$23.5M +11% 7.09% 52.5% 79 8.86% 2.6