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)
WFI
3776
West Family Investments
California
$448M +$64.6M +17% 9.85% 116% 398 12.56% 1.7
Davidson Capital Management
3777
Davidson Capital Management
Texas
$448M +$31.2M +7% 6.16% 79.4% 93 18.28% 2.3
Gavilan Investment Partners
3778
Gavilan Investment Partners
California
$448M +$31.5M +8% 5.05% 109% 13 7.69% 2.3
Raab & Moskowitz Asset Management
3779
Raab & Moskowitz Asset Management
New Jersey
$447M +$27.5M +7% 7.67% 75% 193 6.74% 6.4
Dorsey Wright & Associates
3780
Dorsey Wright & Associates
California
$447M +$26.7M +6% 14.6% 311% 174 46.55% 0.9
Capital Impact Advisors
3781
Capital Impact Advisors
Massachusetts
$447M +$115M +35% 22.1% – 37 37.84% 0.4
Brooklyn FI
3782
Brooklyn FI
New York
$446M +$56M +14% 7.28% 54.7% 80 5% 2.1
Shelter Mutual Insurance
3783
Shelter Mutual Insurance
Missouri
$446M +$14.6M +3% 4.63% 51.2% 58 0% 6.9
Paradice Investment Management
3784
Paradice Investment Management
Colorado
$446M -$46.4M -9% 2.97% 72.2% 37 48.65% 2.7
KEB Asset Management
3785
KEB Asset Management
Illinois
$446M +$44.4M +11% 8.03% 68.9% 95 7.37% 2.2
Convergence Investment Partners
3786
Convergence Investment Partners
Florida
$446M +$51.1M +13% 15.5% 304% 299 38.46% 3
Hourglass Capital
3787
Hourglass Capital
Texas
$445M +$40.8M +10% 9.65% 94.4% 109 5.5% 6.1
FVCM
3788
F&V Capital Management
Florida
$445M +$54M +14% 12.5% 123% 56 7.14% 5.4
Tradewinds Capital Management
3789
Tradewinds Capital Management
Washington
$445M +$47.4M +12% 7.44% 96.9% 719 15.99% 4.2
Builder Investment Group
3790
Builder Investment Group
Georgia
$445M +$40.5M +10% 12.2% 169% 105 5.71% 2.3
IAM Advisory
3791
IAM Advisory
Pennsylvania
$445M +$28.1M +7% 6.41% 74.5% 108 15.74% 2.1
NVWM LLC
3792
NVWM LLC
Pennsylvania
$445M +$30.4M +7% 8.21% 119% 724 11.74% 2.9
Apeiron RIA
3793
Apeiron RIA
Texas
$445M +$56.2M +14% 7.16% 68.5% 228 18.42% 2.2
Kettle Hill Capital Management
3794
Kettle Hill Capital Management
New York
$444M +$12.4M +3% 8.91% 37.4% 52 51.92% 0.5
Fonville Wealth Management
3795
Fonville Wealth Management
Virginia
$444M +$49.6M +13% 6.26% 53.9% 131 9.16% 1.3
Winch Advisory Services
3796
Winch Advisory Services
Wisconsin
$444M +$34.9M +9% 7.5% 80.8% 527 5.31% 5
Essex Savings Bank
3797
Essex Savings Bank
Connecticut
$444M +$24.4M +6% 7.94% 95.2% 321 7.17% 3.8
BCS Wealth Management
3798
BCS Wealth Management
Tennessee
$444M -$20.8M -4% 5.5% 46.7% 270 11.48% 1.8
West Wealth Group
3799
West Wealth Group
California
$444M +$41.4M +10% 8.41% 79.8% 127 15.75% 1.6
Kendall Capital Management
3800
Kendall Capital Management
Maryland
$444M +$65.4M +17% 10% 130% 237 7.17% 3.4