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)
Rinet Company
3601
Rinet Company
Massachusetts
$136M +$7.36M +6% 1.58% 33.1% 17 0% 1.4
Cabot-Wellington
3602
Cabot-Wellington
Massachusetts
$135M +$11.8M +10% 1.34% 65% 18 0% 2.9
FC Advisory
3603
FC Advisory
Pennsylvania
$135M +$2.17M +2% 0.86% 46.6% 35 5.71% 1.5
RJA
3604
Robshaw & Julian Associates
New York
$135M +$674K +0.5% 2.55% 19.3% 46 4.35% 2.6
Mizuho Trust & Banking
3605
Mizuho Trust & Banking
Japan
$135M -$33.7B -100% 1.37% 36.1% 850 99.65% 0.1
PAM
3606
Pope Asset Management
Tennessee
$135M +$11.2M +9% 1.57% – 29 6.9% 2.5
Investors Asset Management of Georgia
3607
Investors Asset Management of Georgia
Georgia
$135M +$3.18M +2% 2.1% 118% 140 7.14% 1.7
Empowered Funds
3608
Empowered Funds
Pennsylvania
$135M – – 2.44% 127% 4 – 0
Semper Augustus Investments Group
3609
Semper Augustus Investments Group
Colorado
$135M -$3.03M -2% 7.47% 95.4% 30 6.67% 3.1
Precept Management
3610
Precept Management
Texas
$135M – – 6.66% 110% 49 – 0
Moisand Fitzgerald Tamayo
3611
Moisand Fitzgerald Tamayo
Florida
$135M +$3.09M +2% 2.07% 51.1% 62 1.61% 0.9
Globe Life
3612
Globe Life
Texas
$135M +$13.3M +11% 3.33% 60.1% 22 100% 0
Cook & Bynum Capital Management
3613
Cook & Bynum Capital Management
Alabama
$135M +$3.44M +3% 3.1% 46.8% 4 0% 3.5
Mark Sheptoff Financial Planning
3614
Mark Sheptoff Financial Planning
Connecticut
$135M +$246K +0.2% 1.68% 92.4% 390 14.1% 1.8
Michael & Susan Dell Foundation
3615
Michael & Susan Dell Foundation
New York
$135M +$35.4M +36% 7.07% 238% 8 25% 1.9
Ashmore Group
3616
Ashmore Group
United Kingdom
$134M -$4.38M -3% 2.65% 103% 39 33.33% 1.4
Kora Management
3617
Kora Management
New York
$134M -$44.8M -25% 16.2% 307% 11 9.09% 0.5
Horan Capital Advisors
3618
Horan Capital Advisors
Ohio
$134M +$7.88M +6% 6.34% 26.6% 63 6.35% 2
Simon Quick Advisors
3619
Simon Quick Advisors
New Jersey
$134M – – 6.43% 69.5% 235 – 0
Intersect Capital
3620
Intersect Capital
California
$134M +$6.99M +6% 1.1% 57.2% 95 3.16% 1.7
MU Investments Company
3621
MU Investments Company
Japan
$133M -$3M -2% 2.19% 40.4% 203 30.54% 2
Cetera Investment Management
3622
Cetera Investment Management
California
$133M -$22.1M -14% 2% – 128 32.81% 0.8
Cornerstone Advisory
3623
Cornerstone Advisory
Maryland
$133M +$11.5M +9% 4.48% 53.5% 95 15.79% 0.8
First City Capital Management
3624
First City Capital Management
Georgia
$133M +$2.28M +2% 2.64% 76.5% 143 8.39% 2.8
Augustine Asset Management
3625
Augustine Asset Management
Florida
$133M -$2.91M -2% 1.09% 316% 73 31.51% 1.8