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)
CM
1251
CS McKee
Pennsylvania
$1.25B +$71.1M +6% 8.49% 47.5% 107 3.74% 4
Grimes & Company
1252
Grimes & Company
Massachusetts
$1.25B +$118M +10% 4.66% 66.2% 256 8.2% 2.7
Avantax Planning Partners
1253
Avantax Planning Partners
Iowa
$1.25B +$130M +12% 5.26% 51% 1,481 84% 0.3
NIP
1254
Nicholas Investment Partners
California
$1.25B -$175M -12% 8.14% 397% 262 33.21% 0.9
CI
1255
Cigna Investments
Connecticut
$1.25B -$137M -10% 5.57% 138% 814 19.53% 1.4
Cookson Peirce & Co
1256
Cookson Peirce & Co
Pennsylvania
$1.25B +$126M +11% 12.4% 307% 168 42.26% 0.7
North Star Asset Management
1257
North Star Asset Management
Wisconsin
$1.25B +$80M +7% 8.44% 62% 313 9.9% 3.6
Van Lanschot Kempen Investment Management
1258
Van Lanschot Kempen Investment Management
Netherlands
$1.25B -$94M -7% 1.8% 75.9% 167 14.37% 2.7
Close Asset Management
1259
Close Asset Management
United Kingdom
$1.24B +$62.5M +5% 7.58% 114% 236 19.07% 1.3
HEC
1260
Hudson Executive Capital
New York
$1.24B +$789M +176% 14% 127% 9 44.44% 1
TYCC
1261
Texas Yale Capital Corp
Florida
$1.24B +$73.5M +6% 3.26% 175% 450 6.67% 3.5
Sumitomo Mitsui Financial Group
1262
Sumitomo Mitsui Financial Group
Japan
$1.23B +$254M +26% 4.95% 55.6% 130 34.62% 0.9
ZWJ Investment Counsel
1263
ZWJ Investment Counsel
Georgia
$1.23B +$72.3M +6% 6.19% 128% 167 12.57% 3.3
MYAM
1264
Meiji Yasuda Asset Management
Japan
$1.23B +$104M +9% 8.13% 93.9% 506 8.1% 3.1
Jefferies Financial Group
1265
Jefferies Financial Group
New York
$1.23B -$74.1M -6% 1.19% 135% 105 55.24% 0.5
Dragoneer Investment Group
1266
Dragoneer Investment Group
California
$1.23B +$84.6M +7% 12.7% 77.3% 25 28% 1.3
WPC
1267
Waters Parkerson & Co
Louisiana
$1.22B +$61.6M +5% 7.09% 54.3% 172 6.98% 3.8
PIC
1268
PCJ Investment Counsel
Ontario, Canada
$1.22B -$301M -20% 2.34% 164% 71 19.72% 2.2
ZCA
1269
Zeke Capital Advisors
Pennsylvania
$1.22B +$149M +14% 5.31% 41% 805 41.24% 0.9
SSB
1270
Sandy Spring Bank
Maryland
$1.22B +$68.5M +6% 6.64% 31.4% 835 15.57% 3.4
Carnegie Investment Counsel
1271
Carnegie Investment Counsel
Ohio
$1.22B -$95.1M -7% 6.81% 101% 411 24.82% 3.1
PTC
1272
Philadelphia Trust Company
Pennsylvania
$1.22B +$101M +9% 6.59% 162% 213 18.78% 2.9
LW
1273
Linscomb Wealth
Texas
$1.22B +$41.6M +4% 4.3% 75.2% 294 10.54% 3.5
Wealthspire Advisors (Maryland)
1274
Wealthspire Advisors (Maryland)
Maryland
$1.21B +$110M +10% 5.41% 28.9% 2,641 7.72% 1.9
Baker Avenue Asset Management
1275
Baker Avenue Asset Management
California
$1.21B +$59.4M +5% 4.55% 95.6% 264 14.39% 2.2