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)
HHM Wealth Advisors
3351
HHM Wealth Advisors
Tennessee
$368M +$86K +0% 0.85% 62.3% 683 13.62% 1.3
Lincoln Capital
3352
Lincoln Capital
Nebraska
$368M +$11M +3% 0.92% 67.1% 100 6% 4.1
Financial Planning & Information Services
3353
Financial Planning & Information Services
Wisconsin
$368M +$26.6M +8% 1.15% 13% 75 8% 4
Hourglass Capital
3354
Hourglass Capital
Texas
$367M -$61.8M -14% 1.35% 94.4% 138 28.26% 4.4
CFSG
3355
Community Financial Services Group
Vermont
$367M +$9.11M +3% 0.74% – 110 13.64% 3.5
CNA Financial
3356
CNA Financial
Illinois
$367M +$13.9M +4% 0.31% 48.6% 211 16.11% 1.2
Principal Street Partners
3357
Principal Street Partners
Tennessee
$367M -$12M -3% 1.41% 91% 223 24.66% 1.3
Sicart Associates
3358
Sicart Associates
New York
$367M -$53.1M -13% 2.36% 113% 122 16.39% 2.2
Kentucky Farm Bureau Mutual Insurance
3359
Kentucky Farm Bureau Mutual Insurance
Kentucky
$367M +$8.32M +2% 1.05% 83.3% 90 6.67% 3.4
Engine Capital Management
3360
Engine Capital Management
New York
$366M +$51.9M +17% 1.53% 21.1% 40 27.5% 1.3
MAA
3361
Mraz Amerine & Associates
California
$366M -$2.82M -0.8% 0.29% 63.2% 179 6.15% 4.3
Goodman Financial
3362
Goodman Financial
Texas
$366M +$39.6M +12% 0.94% 52.5% 54 11.11% 2.2
SPC
3363
Stony Point Capital
New York
$366M -$17M -4% 0.62% 208% 45 42.22% 0.7
Lodbrok Capital
3364
Lodbrok Capital
United Kingdom
$365M +$120M +49% 20% 25.9% 3 33.33% 0.2
Paradigm Asset Management
3365
Paradigm Asset Management
New York
$365M -$26.4M -7% 0.24% 73.8% 347 15.56% 1.7
McNamara Financial Services
3366
McNamara Financial Services
Massachusetts
$365M +$2.45M +0.7% 1.83% 42.6% 61 3.28% 3.1
Great Diamond Partners
3367
Great Diamond Partners
Maine
$365M +$11.2M +3% 0.59% 86.1% 213 11.74% 1.2
Northside Capital Management
3368
Northside Capital Management
Oregon
$365M -$33.7M -8% 0.46% 99.6% 98 8.16% 3.5
PGCM
3369
Prescott Group Capital Management
Oklahoma
$364M +$10.5M +3% 0.33% 135% 161 25.47% 1.8
Bedell Frazier Investment Counselling
3370
Bedell Frazier Investment Counselling
California
$364M -$30.9M -8% 2.38% 72.5% 102 17.65% 2.1
Physician Wealth Advisors
3371
Physician Wealth Advisors
Utah
$364M +$14.5M +4% 0.99% 79.9% 160 7.5% 1.4
Monetary Management Group
3372
Monetary Management Group
Missouri
$364M +$31.8M +10% 0.58% 138% 356 14.61% 4.5
Bridgewater Advisors
3373
Bridgewater Advisors
New York
$363M +$48.9M +16% 0.61% 61% 249 12.05% 1.8
Constellation Investimentos e Participacoes
3374
Constellation Investimentos e Participacoes
Brazil
$363M -$62.3M -15% 6.52% 172% 11 27.27% 1
Oliver Luxxe Assets
3375
Oliver Luxxe Assets
New Jersey
$363M -$1.56M -0.4% 1.06% 137% 218 20.18% 1.6