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
SW
1301
SteelPeak Wealth
California
$1.69B +$213M +14% 9.54% 126% 517 30.17%
HWAM
1302
Hennion & Walsh Asset Management
New Jersey
$1.69B +$56.3M +3% 6.05% 93.9% 856 16.47%
BAM
1303
Berkshire Asset Management
Pennsylvania
$1.69B +$66.8M +4% 3.6% 51.7% 237 7.59%
USGIU
1304
U.S. Global Investors (USGI)
Texas
$1.69B +$143M +9% 18.4% 101% 152 38.16%
AAM
1305
AMI Asset Management
California
$1.68B +$113M +7% 10.8% 81.6% 84 9.52%
ICM
1306
III Capital Management
Florida
$1.68B -$98.4M -6% 0.07% 12.2% 183 31.15%
FTCM
1307
First Trust Capital Management
Illinois
$1.68B -$638M -28% 3.46% 186% 253 58.1%
AT
1308
Arvest Trust
Oklahoma
$1.68B +$74.5M +5% 4.17% 186 21.51%
FLSM
1309
Frazier Life Sciences Management
California
$1.67B +$293M +21% 26% 879% 53 16.98%
RT
1310
Rockland Trust
Massachusetts
$1.67B +$82.1M +5% 5.16% 51% 302 6.29%
DAM
1311
Davis Asset Management
California
$1.67B +$113M +7% 4.89% 89.8% 32 0%
FG
1312
Foster Group
Iowa
$1.67B +$86.3M +5% 3.71% 50.2% 175 9.71%
LFAS
1313
Level Four Advisory Services
Texas
$1.66B +$140M +9% 7.14% 68.7% 860 18.95%
TCCM
1314
Two Creeks Capital Management
New York
$1.66B +$162M +11% 7.12% 28.4% 17 17.65%
PC
1315
Port Capital
Illinois
$1.66B +$123M +8% 6.26% 65.3% 81 13.58%
WRBC
1316
W.R. Berkley Corp
Connecticut
$1.66B +$84.6M +5% 3.42% 39.7% 288 41.67%
RIM
1317
Ranger Investment Management
Texas
$1.66B +$169M +11% 8.18% 71.6% 108 7.41%
ST
1318
Smithfield Trust
Pennsylvania
$1.66B +$95.1M +6% 4% 39.8% 1,041 6.34%
CCM
1319
Carlson Capital Management
Minnesota
$1.66B +$109M +7% 3.26% 9.85% 173 9.25%
OCAM
1320
Onex Canada Asset Management
Ontario, Canada
$1.65B -$184M -10% 8.45% 65.9% 149 8.05%
CA
1321
Clearstead Advisors
Ohio
$1.65B +$276M +20% 6.77% 59.5% 1,463 12.51%
RC
1322
Rivulet Capital
New Jersey
$1.64B +$124M +8% 3.4% 27.4% 14 21.43%
PAIM
1323
Punch & Associates Investment Management
Minnesota
$1.64B +$88.7M +6% 8.47% 77.5% 247 10.93%
GIA
1324
Gladstone Institutional Advisory
Florida
$1.64B +$96.1M +6% 7.45% 70% 728 22.8%
CPC
1325
Cookson Peirce & Co
Pennsylvania
$1.64B +$77.7M +5% 11.8% 307% 257 37.35%