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
JHP
1501
James Hambro & Partners
United Kingdom
$1.2B -$209M -15% 14.2% 79.2% 69 15.94%
MCI
1502
McDonald Capital Investors
California
$1.2B -$203M -15% 15.3% 60.2% 27 33.33%
EA
1503
Efficient Advisors
Ohio
$1.2B -$112M -9% 10.6% 30.6% 62 3.23%
SBIA
1504
Sheaff Brock Investment Advisors
Indiana
$1.2B -$239M -17% 15.1% 61.9% 555 14.41%
BFO
1505
Boston Family Office
Massachusetts
$1.2B -$208M -15% 13.6% 53.4% 292 10.27%
PWM
1506
Perigon Wealth Management
California
$1.2B -$219M -15% 16% 93.8% 638 17.08%
FPM
1507
Francisco Partners Management
California
$1.2B -$1.31B -52% 40.3% 14.3% 7 0%
CAG
1508
Csenge Advisory Group
Florida
$1.19B -$69.7M -6% 11.8% 66.3% 694 28.24%
JIC
1509
Joel Isaacson & Co
New York
$1.19B -$168M -12% 14.3% 72.5% 318 9.12%
H6H
1510
Hightower 6M Holding
Kansas
$1.19B -$123M -9% 8.2% 404 26.24%
SCI
1511
S&CO Inc
Massachusetts
$1.19B -$235M -17% 13.2% 68.8% 194 6.19%
FPAS
1512
Focus Partners Advisor Solutions
Missouri
$1.19B +$183M +18% 12.5% 63.9% 404 28.71%
CFGS
1513
Concourse Financial Group Securities
Alabama
$1.18B -$177M -13% 12.6% 18.1% 2,354 11.77%
DVI
1514
Deccan Value Investors
Connecticut
$1.18B -$780M -40% 18.2% 66.5% 11 45.45%
CC
1515
Casdin Capital
New York
$1.18B -$1.05B -47% 22.5% 370% 52 32.69%
LOAMS
1516
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.18B -$93.5M -7% 13.2% 135% 341 59.24%
CSPIA
1517
Cary Street Partners Investment Advisory
Virginia
$1.18B +$816M +224% 12% 84.1% 567 54.67%
CIM
1518
Corda Investment Management
Texas
$1.18B -$111M -9% 11% 75.4% 68 10.29%
FMLI
1519
Fukoku Mutual Life Insurance
Japan
$1.18B -$139M -11% 9.96% 103% 320 3.44%
VF
1520
Virtu Financial
New York
$1.18B -$173M -13% 15.2% 160% 2,429 77.11%
SFS
1521
Strategic Financial Services
New York
$1.18B -$144M -11% 11% 58.7% 143 13.29%
DIA
1522
Davidson Investment Advisors
Montana
$1.18B -$203M -15% 13.2% 69.5% 106 13.21%
CFA
1523
Capstone Financial Advisors
Illinois
$1.17B -$203M -15% 13.1% 54.5% 154 15.58%
1WCM
1524
12 West Capital Management
New York
$1.17B -$471M -29% 26.2% 169% 26 30.77%
WGAM
1525
Wilkinson Global Asset Management
New York
$1.17B -$380M -24% 16.2% 86.5% 98 17.35%