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)
Meridian Wealth Management
1426
Meridian Wealth Management
Kentucky
$1.57B -$65.9M -4% 10.5% 117% 622 18.01% 2.5
WHCM
1427
Wolf Hill Capital Management
Connecticut
$1.57B +$367M +31% 16.9% 384% 37 51.35% 0.6
Caprock Group
1428
Caprock Group
Idaho
$1.56B +$243M +18% 12.1% – 727 14.03% 2.9
CreativeOne Wealth
1429
CreativeOne Wealth
Kansas
$1.56B +$172M +12% 9.2% 67.6% 684 26.61% 2.2
M
1430
MOTCO
Texas
$1.56B +$97.8M +7% 6.38% 63.5% 859 13.04% 4.5
FCM
1431
Fairholme Capital Management
Florida
$1.56B +$151M +11% 9.28% 36.2% 8 12.5% 3.6
GIM
1432
Goelzer Investment Management
Indiana
$1.55B +$134M +9% 10.2% 97.2% 237 10.13% 5.6
KOCAA
1433
Knights of Columbus Asset Advisors
Connecticut
$1.55B +$460M +42% 13.8% 137% 396 11.62% 2.1
ELI
1434
Empire Life Investments
Ontario, Canada
$1.55B +$183M +13% 9.27% 90.8% 102 13.73% 3.8
BCM
1435
Basswood Capital Management
New York
$1.55B +$232M +18% 26.2% 111% 109 12.84% 4.2
JPM
1436
JANA Partners Management
New York
$1.55B +$147M +11% 16% 47.2% 10 30% 0.2
ACM
1437
Alta Capital Management
Utah
$1.55B +$160M +12% 14.2% 76.3% 97 14.43% 5.1
CoreCap Advisors
1438
CoreCap Advisors
Michigan
$1.55B +$161M +12% 9.75% 89.8% 642 20.25% 1.4
Smith Salley Wealth Management
1439
Smith Salley Wealth Management
North Carolina
$1.55B +$200M +15% 11.9% 106% 248 10.08% 4.9
BOTOTLSJU
1440
Board of Trustees of The Leland Stanford Junior University
California
$1.54B +$248M +19% 14.7% 142% 39 23.08% 2.1
SCM
1441
Steele Capital Management
Iowa
$1.54B – – 9.79% – 165 – 0
WP
1442
WealthSource Partners
California
$1.54B +$72.4M +5% 8.78% 16.8% 534 14.61% 3
Summit Financial
1443
Summit Financial
New Jersey
$1.53B +$176M +13% 11.9% 81.8% 369 14.91% 1.7
FP
1444
FPR Partners
California
$1.53B -$317M -17% 9.09% 33% 15 0% 6.7
ELC
1445
Edgar Lomax Company
Virginia
$1.53B +$61M +4% 9.64% 66.2% 57 0% 5.2
FAIM
1446
Financial Advocates Investment Management
Washington
$1.53B +$140M +10% 10.5% 89.9% 792 19.7% 2.8
OPCM
1447
Osborne Partners Capital Management
California
$1.53B +$177M +13% 10.1% 60.8% 213 10.8% 4.8
SGI
1448
Summit Global Investments
Utah
$1.53B +$25.8M +2% 9.98% 60.4% 623 39% 1.3
Cowen and Company
1449
Cowen and Company
New York
$1.52B +$95.3M +7% 18.1% 120% 811 48.34% 0.7
CCA
1450
Cobblestone Capital Advisors
New York
$1.52B +$172M +13% 11.1% 83.3% 283 7.77% 5.8