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)
ATI
4701
ARK & TLK Investments
Oklahoma
$315M +$3.57M +1% 6.41% 62.2% 124 14.52% 1.5
Concord Investment Counsel
4702
Concord Investment Counsel
California
$315M – – 9.42% – 39 – 1.2
Wealth Management Partners
4703
Wealth Management Partners
Arizona
$315M +$31.8M +11% 14.6% 194% 149 16.11% 2.6
Darwin Wealth Management
4704
Darwin Wealth Management
Florida
$315M +$25.7M +9% 6.42% 56.8% 644 11.18% 1.3
MTM Investment Management
4705
MTM Investment Management
South Carolina
$315M +$17M +6% 6.53% 87.7% 742 3.5% 1.5
Orion Investment Company
4706
Orion Investment Company
Missouri
$315M +$32.2M +11% 18.1% – 72 5.56% 1.1
Mirabaud & Cie
4707
Mirabaud & Cie
Switzerland
$315M +$369K +0.1% 10.8% 151% 63 12.7% 1.4
Liberty Mutual Group Asset Management
4708
Liberty Mutual Group Asset Management
Massachusetts
$315M -$146M -32% 3.41% 47.9% 22 50% 1.6
Aurdan Capital Management
4709
Aurdan Capital Management
Pennsylvania
$314M +$20.9M +7% 5.7% – 96 14.58% 0.6
BDT Capital Partners
4710
BDT Capital Partners
Illinois
$314M -$91.2M -22% 25.6% 25.5% 2 0% 2.4
Lanham O'Dell & Company
4711
Lanham O'Dell & Company
West Virginia
$314M +$77.2M +33% 5.07% 81% 46 13.04% 1.5
Cutler Capital Management
4712
Cutler Capital Management
Massachusetts
$314M +$26.4M +9% 5.05% 39.7% 128 10.16% 3.4
Boxer Capital Management
4713
Boxer Capital Management
California
$314M +$115M +58% 137% – 35 45.71% 0.3
Veracity Capital
4714
Veracity Capital
Georgia
$314M +$21.3M +7% 11.6% 149% 267 18.73% 2.7
Jeppson Wealth Management
4715
Jeppson Wealth Management
California
$314M +$24.4M +8% 9.71% 107% 227 7.93% 3.3
Purus Wealth Management
4716
Purus Wealth Management
California
$313M +$25.3M +9% 10.4% 174% 147 6.8% 2.7
SFMG
4717
Sage Financial Management Group
Virginia
$313M +$24.2M +8% 5.29% 47.3% 57 5.26% 1.2
Palumbo Wealth Management
4718
Palumbo Wealth Management
New York
$313M -$9.8M -3% 13.1% 115% 235 40% 1.8
Creative Capital Management Investments
4719
Creative Capital Management Investments
California
$313M +$33.1M +12% 6.24% 53.6% 336 29.17% 1.7
Norman Fields Gottscho Capital Management
4720
Norman Fields Gottscho Capital Management
New York
$313M +$10.7M +4% 5.5% 96.9% 68 11.76% 5.9
Sandy Cove Advisors
4721
Sandy Cove Advisors
Massachusetts
$313M +$36M +13% 7.54% 78% 142 9.86% 2.3
Lynch Asset Management
4722
Lynch Asset Management
Pennsylvania
$313M +$29.1M +10% 11.6% 214% 60 13.33% 2.6
BCM
4723
Bluefin Capital Management
New York
$313M +$180M +136% 0.19% – 184 86.96% 0.3
JD6
4724
J Digital 6
Illinois
$312M – – 226% – 2 – 0
Sterling Investment Counsel
4725
Sterling Investment Counsel
New York
$312M +$141M +83% 8.37% 93.8% 187 55.61% 1.8