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)
Mass General Brigham
3201
Mass General Brigham
Massachusetts
$175M -$54M -24% 3.88% – 1 0% 0.3
Nepsis Inc
3202
Nepsis Inc
Minnesota
$175M -$9.02M -5% 3.64% 131% 41 14.63% 1.4
Cornerstone Management
3203
Cornerstone Management
Georgia
$174M +$2.66M +2% 0.69% 43.6% 45 26.67% 1.7
Tarbox Family Office
3204
Tarbox Family Office
California
$174M +$19M +12% 3.25% 66.4% 591 4.57% 2.4
WealthTrust-Arizona
3205
WealthTrust-Arizona
Arizona
$174M +$7.91M +5% 2.71% 20.2% 669 12.56% 2.2
Glacier Peak Capital
3206
Glacier Peak Capital
Washington
$174M +$115M +193% 2.87% 11.8% 101 80.2% 0.3
CVentures
3207
CVentures
Colorado
$174M – – 9.63% – 1 – 3
Point View Wealth Management
3208
Point View Wealth Management
New Jersey
$174M +$5.11M +3% 4.35% 27% 258 12.4% 2.1
CCA
3209
Covey Capital Advisors
Georgia
$174M -$11.8M -6% 8.01% 118% 44 20.45% 1.7
Farmers National Bank
3210
Farmers National Bank
Kentucky
$174M -$157M -48% 0.56% – 157 10.83% 1.3
SC XII Management
3211
SC XII Management
California
$174M +$9.24M +6% 7.84% 73.4% 3 0% 2.3
FCT
3212
Family Capital Trust
Massachusetts
$173M -$3.11M -2% 0.64% 39.1% 67 2.99% 2.7
Pier 88 Investment Partners
3213
Pier 88 Investment Partners
California
$173M – – 0.23% 36.1% 86 – 0
Fullerton Fund Management
3214
Fullerton Fund Management
Singapore
$173M -$32.9M -16% 13% 412% 26 23.08% 0.6
Global Alpha Capital Management
3215
Global Alpha Capital Management
Quebec, Canada
$173M +$5.63M +3% 9.64% 80.4% 37 8.11% 1.6
Peoples Bank (Ohio)
3216
Peoples Bank (Ohio)
Ohio
$173M +$11.5M +7% 9.58% 71.7% 102 10.78% 0.9
Benedict Financial Advisors
3217
Benedict Financial Advisors
Georgia
$173M +$1.62M +0.9% 0.55% 72.4% 102 4.9% 1.7
Retirement Capital Strategies
3218
Retirement Capital Strategies
California
$173M -$885K -0.5% 0.16% 59% 16 0% 2.1
Fagan Associates
3219
Fagan Associates
New York
$173M +$9.6M +6% 4.73% 127% 105 20% 1.7
SFSIG
3220
San Francisco Sentry Investment Group
California
$173M +$3.88M +2% 3.47% 436% 194 18.56% 2.2
MJP
3221
Michael J. Puzo
$173M -$576K -0.3% 1.89% 90.3% 76 2.63% 2.8
Garcia Hamilton & Associates
3222
Garcia Hamilton & Associates
Texas
$173M +$2.71M +2% 0.67% 39.1% 75 10.67% 2.1
UIM
3223
Underhill Investment Management
California
$173M -$8.16M -5% 3.98% 59.8% 22 13.64% 2
Fiera Capital (Europe)
3224
Fiera Capital (Europe)
Cayman Islands
$172M +$2.72M +2% 0.46% 41.3% 46 23.91% 1.5
Asset Dedication LLC
3225
Asset Dedication LLC
California
$172M +$14M +9% 2.47% 67.8% 448 22.32% 0.8