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)
CT
3476
Chicago Trust
Illinois
$240M +$13.8M +6% 7.4% 96.7% 195 17.44% 3.4
Stevard LLC
3477
Stevard LLC
Illinois
$240M +$44.3M +23% 19.8% – 182 22.53% 0.3
KRC
3478
Kehrs Ridge Capital
New Jersey
$240M +$138M +136% 14.8% – 35 85.71% 0.1
Windsor Capital Management
3479
Windsor Capital Management
Arizona
$239M +$7.3M +3% 5.23% 49.1% 115 8.7% 4.7
Newman Dignan & Sheerar Inc
3480
Newman Dignan & Sheerar Inc
Rhode Island
$239M +$7.65M +3% 7.95% 82.6% 171 21.05% 3.9
Bank of Stockton
3481
Bank of Stockton
California
$239M +$9.23M +4% 7.94% 99.2% 122 9.02% 4
Redmond Asset Management
3482
Redmond Asset Management
Virginia
$239M -$1M -0.4% 8.21% 68.2% 165 9.09% 3.1
Supplemental Annuity Collective Trust (SACT) of New Jersey
3483
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$239M +$18.7M +9% 10.8% 166% 219 2.74% 3.3
Spectrum Asset Management (California)
3484
Spectrum Asset Management (California)
California
$239M +$45.1M +23% 4.33% 68.3% 101 13.86% 2
Fort LP
3485
Fort LP
Maryland
$239M +$53.9M +29% 7.71% 56.8% 318 22.64% 1.7
General Pension Society PZU Joint Stock
3486
General Pension Society PZU Joint Stock
Poland
$238M +$21.7M +10% 19.3% 116% 15 13.33% 5.7
Advisor OS
3487
Advisor OS
Illinois
$238M +$70.6M +42% 5.71% 68.8% 182 63.74% 0.2
YorkBridge Wealth Partners
3488
YorkBridge Wealth Partners
New York
$238M +$19.3M +9% 10.2% 36.5% 181 7.18% 2.8
PRC
3489
Pearl River Capital
Michigan
$238M +$36.8M +18% 4.61% 20.3% 501 78.44% 0.1
Wellington Shields & Co
3490
Wellington Shields & Co
New York
$238M +$9.9M +4% 10.5% 127% 191 12.04% 1.5
MAK Capital One
3491
MAK Capital One
New York
$238M +$41.9M +21% 20% 200% 11 45.45% 1.2
REDW Wealth
3492
REDW Wealth
New Mexico
$238M +$35.9M +18% 6.97% 59.1% 93 12.9% 2.5
Cowen Investment Management
3493
Cowen Investment Management
New York
$238M +$81M +52% 1.39% 1.87% 113 66.37% 0.2
FNY Investment Advisers
3494
FNY Investment Advisers
New York
$237M +$65.7M +38% 21.9% 386% 717 67.36% 0.3
Riggs Asset Management
3495
Riggs Asset Management
Pennsylvania
$237M -$9.21M -4% 10.8% 219% 290 46.9% 3.3
Boston Standard Wealth Management
3496
Boston Standard Wealth Management
Massachusetts
$237M +$15.9M +7% 5.47% 47.1% 36 5.56% 2.9
Prism Advisors
3497
Prism Advisors
California
$237M +$13.7M +6% 7% 54.6% 50 10% 1.7
Bar Harbor Trust Services
3498
Bar Harbor Trust Services
Maine
$237M +$16.1M +7% 8.47% 86.4% 124 14.52% 2.2
Iron Gate Global Advisors
3499
Iron Gate Global Advisors
Utah
$237M +$31M +15% 11.8% 106% 106 24.53% 1.1
Teewinot Capital Advisers
3500
Teewinot Capital Advisers
New York
$237M +$37.9M +19% 18.6% 149% 38 34.21% 2.3