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)
Concourse Financial Group Securities
1401
Concourse Financial Group Securities
Alabama
$1.03B +$123M +14% 16.7% 18.1% 2,377 16.79% 1.2
LCM
1402
LH Capital Markets
New York
$1.03B +$985M +2,274% 13.9% 12.2% 35 85.71% 0.1
Tang Capital Management
1403
Tang Capital Management
California
$1.03B +$316M +44% 49.9% 493% 27 29.63% 1.2
BFO
1404
Boston Family Office
Massachusetts
$1.03B +$182M +21% 23.4% 53.4% 253 10.28% 5.3
Leavell Investment Management
1405
Leavell Investment Management
Alabama
$1.03B +$165M +19% 17.9% 84.5% 373 9.38% 4.9
HEC
1406
Hudson Executive Capital
New York
$1.02B +$235M +30% 37.9% 127% 8 12.5% 1.4
HHR Asset Management
1407
HHR Asset Management
New Jersey
$1.02B +$131M +15% 44.5% 76.3% 44 18.18% 1.8
Clough Capital Partners
1408
Clough Capital Partners
Massachusetts
$1.02B +$15.8M +2% 39.9% 175% 165 44.85% 1
Crake Asset Management
1409
Crake Asset Management
United Kingdom
$1.02B +$529M +108% 23.8% 52.7% 27 59.26% 0.2
MA
1410
Mutual Advisors
Nebraska
$1.02B +$281M +38% 19.2% 68.1% 694 25.94% 1.3
DGHMC
1411
Dalton, Greiner, Hartman, Maher & Co
New York
$1.02B +$61.1M +6% 21% 63% 181 13.81% 2.6
Versor Investments
1412
Versor Investments
New York
$1.02B -$491M -33% 21.1% 240% 333 67.27% 0.4
BPIM
1413
Brant Point Investment Management
New York
$1.01B +$223M +28% 31.3% 169% 150 46.67% 1.9
Shufro Rose & Co
1414
Shufro Rose & Co
New York
$1.01B +$175M +21% 19.3% 68.1% 314 15.29% 3.7
Trust Company of Vermont
1415
Trust Company of Vermont
Vermont
$1.01B -$55.3M -5% 20.2% – 917 18.32% 4.4
RIG
1416
Roosevelt Investment Group
New York
$1.01B +$139M +16% 23.5% 57.6% 187 21.93% 2.6
Ashfield Capital Partners
1417
Ashfield Capital Partners
California
$1.01B +$189M +23% 24.8% 48.8% 224 8.48% 4.5
Trilogy Capital
1418
Trilogy Capital
California
$1.01B +$108M +12% 15.2% 57.6% 122 25.41% 1.2
Sheaff Brock Investment Advisors
1419
Sheaff Brock Investment Advisors
Indiana
$1.01B +$254M +34% 25.3% 61.9% 485 20.62% 2.8
CCM
1420
Composite Capital Management
Hong Kong
$1.01B +$481M +91% 98.7% – 11 63.64% 0.1
DAM
1421
Davis Asset Management
California
$1.01B +$139M +16% 19.4% 97.3% 34 11.76% 3.5
Valiant Capital Management
1422
Valiant Capital Management
California
$1.01B +$43.3M +4% 47.2% 348% 24 41.67% 2
Roffman Miller Associates
1423
Roffman Miller Associates
Pennsylvania
$1.01B +$206M +26% 18.8% 83.5% 150 48.67% 2.1
Giverny Capital
1424
Giverny Capital
Quebec, Canada
$1.01B +$220M +28% 22.6% 69.2% 53 30.19% 2.2
Merit Financial Group
1425
Merit Financial Group
Georgia
$1B +$110M +12% 20.8% 67.3% 250 23.6% 1