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)
FBT
3326
First Bankers Trust
Kentucky
$202M +$8.95M +5% 5.2% 78.9% 128 3.91% 3.8
AGAM
3327
Avalon Global Asset Management
California
$202M -$60.2M -23% 11.8% 278% 58 48.28% 1.6
IWP
3328
Icon Wealth Partners
Texas
$202M – – 4.66% – 878 – 0
AWMG
3329
Alliance Wealth Management Group
New Jersey
$202M -$191M -49% 2.5% – 98 40.82% 0.9
SIG
3330
Schaller Investment Group
North Carolina
$201M +$9.98M +5% 4.52% 21.9% 48 20.83% 3.1
CAM
3331
Crestone Asset Management
Colorado
$201M -$9.66M -5% 4.93% 6.65% 49 20.41% 1.1
VAS
3332
Valicenti Advisory Services
New York
$201M +$2.31M +1% 6.01% 119% 62 8.06% 2.7
AIC
3333
Aurora Investment Counsel
Georgia
$201M – – 8.22% 31.7% 107 – 0.3
SIAS
3334
Shine Investment Advisory Services
Colorado
$201M +$8.76M +5% 4.99% 29% 703 11.52% 0.6
RCWVOTCITCONY
3335
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$201M -$19.4M -9% 5.09% – 4 0% 1
RGIA
3336
Rainier Group Investment Advisory
Washington
$200M +$14.2M +8% 5.48% 41.4% 42 9.52% 0.9
NO
3337
Ninety One
South Africa
$200M +$10.9M +6% 5.67% 232% 84 21.43% 1.3
PCTC
3338
Perkins Coie Trust Company
Washington
$200M +$7.66M +4% 7.15% 83.2% 304 1.64% 2.9
ST
3339
Somerset Trust
Pennsylvania
$200M +$11.6M +6% 7.93% 80.5% 137 3.65% 3.3
PAA
3340
Peregrine Asset Advisers
Oregon
$200M +$9.96M +5% 13% 182% 124 45.97% 1.7
FU
3341
Fairfield University
Connecticut
$200M +$20.9M +12% 5.16% 61.9% 4 0% 1.9
KEM
3342
Kimmeridge Energy Management
New York
$200M +$118M +144% 13.4% 19.7% 3 33.33% 0.4
NDSI
3343
Newman Dignan & Sheerar Inc
Rhode Island
$200M +$12.3M +7% 4.99% 73.5% 169 10.65% 2.9
ACM
3344
Archon Capital Management
Washington
$200M +$13.5M +7% 1.24% 222% 27 33.33% 0.7
TPC
3345
Tiger Pacific Capital
New York
$200M +$58.9M +42% 11.1% 84.5% 20 50% 0.4
PCA
3346
Peddock Capital Advisors
Massachusetts
$199M +$4.24M +2% 5.05% 104% 259 5.02% 1.8
BRM
3347
Boston Research & Management
Massachusetts
$199M +$3.73M +2% 7.29% 53.2% 98 3.06% 3.8
BWM
3348
Buckley Wealth Management
Nevada
$199M – – 7% 88% 164 – 0
Empowered Funds
3349
Empowered Funds
Pennsylvania
$199M +$45.2M +29% 8.91% 127% 130 56.15% 0.3
GG
3350
GenWealth Group
New Jersey
$199M +$32.4M +19% 5.21% 73.9% 60 13.33% 0.4