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)
Apella Capital
1301
Apella Capital
Connecticut
$1.98B +$187M +10% 5.21% 48.6% 303 6.6% 2.3
J.W. Cole Advisors
1302
J.W. Cole Advisors
Florida
$1.98B +$274M +16% 8.41% 84.9% 926 16.74% 1.9
Weitz Investment Management
1303
Weitz Investment Management
Nebraska
$1.98B +$83.5M +4% 9.75% 36.1% 56 5.36% 5.8
Tokio Marine Asset Management
1304
Tokio Marine Asset Management
Japan
$1.98B +$164M +9% 13.5% 142% 576 5.9% 3.8
SageView Advisory Group
1305
SageView Advisory Group
California
$1.98B -$343M -15% 5.17% 52.3% 853 70.69% 0.5
TP
1306
Theleme Partners
United Kingdom
$1.97B -$124M -6% 9.25% 35.5% 12 50% 2.4
Nicholas Hoffman & Company
1307
Nicholas Hoffman & Company
Georgia
$1.97B +$310M +19% 7.99% 71.9% 297 7.74% 4.4
Integrated Advisors Network
1308
Integrated Advisors Network
Texas
$1.97B +$200M +11% 12.1% 107% 753 17.13% 2.4
AMI Asset Management
1309
AMI Asset Management
California
$1.96B +$127M +7% 7.07% 96.6% 88 13.64% 4.2
Chesley Taft & Associates
1310
Chesley Taft & Associates
Illinois
$1.96B +$173M +10% 10.4% 93.1% 316 6.33% 6.1
LFCM
1311
Long Focus Capital Management
Puerto Rico
$1.95B -$1.05B -35% 10.1% 120% 114 16.67% 1.7
Waters Parkerson & Co
1312
Waters Parkerson & Co
Louisiana
$1.95B +$142M +8% 10.1% 54.3% 185 4.86% 7
Linscomb Wealth
1313
Linscomb Wealth
Texas
$1.94B +$127M +7% 8.53% 75.2% 290 7.93% 6.6
Bogart Wealth LLC
1314
Bogart Wealth LLC
Virginia
$1.94B +$172M +10% 7.32% 60.5% 1,128 10.64% 2.8
Motley Fool Wealth Management
1315
Motley Fool Wealth Management
Virginia
$1.94B +$28.6M +1% 7.35% 70.7% 140 20% 3.9
Davidson Investment Advisors
1316
Davidson Investment Advisors
Montana
$1.93B +$179M +10% 7.05% 79% 120 9.17% 4.6
MGO One Seven
1317
MGO One Seven
Ohio
$1.92B +$181M +10% 11.3% 98.8% 985 17.66% 2.4
Politan Capital Management
1318
Politan Capital Management
New York
$1.92B +$171M +10% 10.9% 75.4% 3 0% 1.5
Emerald Mutual Fund Advisers Trust
1319
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.92B +$31.9M +2% 19.5% 478% 261 21.07% 1.9
North Reef Capital Management
1320
North Reef Capital Management
California
$1.92B +$201M +12% 2.7% 81.9% 47 29.79% 1
Alpha Cubed Investments
1321
Alpha Cubed Investments
California
$1.91B +$126M +7% 10.4% 126% 327 24.16% 3.9
Heartland Advisors
1322
Heartland Advisors
Wisconsin
$1.91B -$5.43M -0.3% 6.73% 88.6% 198 19.19% 3.1
Summitry LLC
1323
Summitry LLC
California
$1.91B +$184M +11% 12.1% 68.1% 117 24.79% 3.4
Wafra Inc
1324
Wafra Inc
New York
$1.91B +$207M +12% 14.6% 45.9% 66 3.03% 2.4
Prelude Capital Management
1325
Prelude Capital Management
New York
$1.91B +$396M +26% 9.97% 198% 1,595 50.72% 0.6