We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers
Name AUM AUM
Growth 		AUM
Growth % 		Quarter
Est. Return 		3 Year
Est. Return 		Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Alpine Associates Management
1276
Alpine Associates Management
Florida
$2.18B +$91.8M +4% 5.69% 366% 63 53.97% 0.4
GHP Investment Advisors
1277
GHP Investment Advisors
Colorado
$2.18B +$179M +9% 8.81% 81.4% 1,093 22.69% 3.6
Stratos Wealth Advisors
1278
Stratos Wealth Advisors
Ohio
$2.18B +$159M +8% 5.56% 65.7% 766 12.79% 2.2
D.J. St. Germain
1279
D.J. St. Germain
Massachusetts
$2.18B +$109M +5% 6.5% 65.3% 810 8.4% 2.8
Gerber Kawasaki Wealth & Investment Management
1280
Gerber Kawasaki Wealth & Investment Management
California
$2.17B +$175M +9% 5.81% 91.5% 303 12.54% 3
Merewether Investment Management
1281
Merewether Investment Management
Texas
$2.17B +$274M +14% 10.7% 262% 55 36.36% 0.6
Lake Street Advisors Group
1282
Lake Street Advisors Group
New Hampshire
$2.17B +$86.6M +4% 6.62% 16% 666 9.01% 1.7
Lockheed Martin Investment Management
1283
Lockheed Martin Investment Management
Maryland
$2.16B +$432M +25% 5.44% 94.6% 163 46.01% 2.9
Leeward Investments
1284
Leeward Investments
Massachusetts
$2.16B -$22.1M -1% 10.9% 88% 148 4.05% 2.1
Sowell Financial Services
1285
Sowell Financial Services
Arkansas
$2.15B +$58.5M +3% 5.62% 95.6% 592 22.47% 2
Simplify Asset Management
1286
Simplify Asset Management
Nevada
$2.15B +$655M +44% 6.99% 45% 129 33.33% 1
North Reef Capital Management
1287
North Reef Capital Management
California
$2.14B -$15.9M -0.7% 12.4% 81.9% 56 32.14% 1.1
Hennion & Walsh Asset Management
1288
Hennion & Walsh Asset Management
New Jersey
$2.14B +$195M +10% 6.84% 95% 908 12.33% 1.8
Cookson Peirce & Co
1289
Cookson Peirce & Co
Pennsylvania
$2.13B +$54.9M +3% 9.29% 307% 279 32.26% 1.3
Heritage Wealth Advisors
1290
Heritage Wealth Advisors
Virginia
$2.13B -$83.4M -4% 8.2% 65% 645 19.22% 3.8
Birch Hill Investment Advisors
1291
Birch Hill Investment Advisors
Massachusetts
$2.13B +$61.2M +3% 5.47% 80.1% 179 4.47% 6.7
CoreCap Advisors
1292
CoreCap Advisors
Michigan
$2.13B +$1.16B +121% 5.71% 89.8% 2,770 46.5% 0.5
Southeastern Asset Management
1293
Southeastern Asset Management
Tennessee
$2.12B -$175M -8% 13.9% 26.7% 50 18% 3
Montag & Associates
1294
Montag & Associates
Georgia
$2.12B +$135M +7% 6.38% 82.9% 1,056 9.85% 3.8
Integrated Advisors Network
1295
Integrated Advisors Network
Texas
$2.11B +$162M +8% 7.02% 107% 758 16.23% 2.7
Bogart Wealth LLC
1296
Bogart Wealth LLC
Virginia
$2.11B +$148M +8% 6.26% 60.5% 1,179 9.5% 3
Chai Trust Company
1297
Chai Trust Company
Illinois
$2.11B +$1.46B +225% 11.7% 12.7% 12 16.67% 5.4
Main Management ETF Advisors
1298
Main Management ETF Advisors
California
$2.11B +$107M +5% 2.87% 97.2% 164 84.76% 0.4
Senator Investment Group
1299
Senator Investment Group
New York
$2.11B +$55.7M +3% 11.2% 252% 84 41.67% 0.7
Chesley Taft & Associates
1300
Chesley Taft & Associates
Illinois
$2.1B +$103M +5% 6.35% 93.1% 329 7.9% 6.2
50 51
52
53 54