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
SMA
1526
Simply Money Advisors
Ohio
$691M +$15.3M +2% 2.36% 11.5% 27 25.93%
FMWA
1527
Forvis Mazars Wealth Advisors
Missouri
$691M +$79.3M +13% 2.41% 51.2% 191 22.51%
TCOV
1528
Trust Company of Vermont
Vermont
$687M +$1.48M +0.2% 0.66% 75.9% 860 10.93%
PWAM
1529
Park West Asset Management
California
$686M +$55.4M +9% 13.9% 118% 61 42.62%
BCM
1530
Basso Capital Management
Connecticut
$685M +$58.9M +9% 0.11% 69.5% 159 32.08%
RMPT
1531
Raytheon Master Pension Trust
Massachusetts
$682M +$8.07M +1% 1.07% 36.3% 10 50%
LPT
1532
Legacy Private Trust
Wisconsin
$682M -$164K -0% 2.32% 63.5% 270 15.93%
SAG
1533
Sterne Agee Group
Alabama
$681M +$36.1M +6% 1.02% 344 18.02%
SXM
1534
SC XI Management
California
$680M +$80.9M +14% 15.2% 117% 3 0%
MPMG
1535
Minneapolis Portfolio Management Group
Minnesota
$679M -$29.9M -4% 3.22% 114% 29 27.59%
1GA
1536
1st Global Advisors
Texas
$679M -$20M -3% 2.84% 23.5% 529 26.65%
BWP
1537
Baldwin Wealth Partners
Massachusetts
$679M -$12.8M -2% 2.13% 85.9% 268 13.81%
ICOA
1538
Investment Centers of America
North Dakota
$678M +$215M +46% 1.19% 23.2% 499 25.45%
MCM
1539
Murphy Capital Management
New Jersey
$678M +$21.7M +3% 2.25% 41.6% 364 18.68%
OC
1540
Oakmont Corp
California
$677M +$53.2M +9% 4.21% 75.2% 20 20%
FGP
1541
Foyston, Gordon, & Payne
Ontario, Canada
$677M -$22.6M -3% 1.16% 56.9% 76 6.58%
CAM
1542
Centre Asset Management
New York
$674M +$28.4M +4% 2.2% 45.3% 125 30.4%
OA
1543
Oxbow Advisors
Texas
$672M -$43M -6% 1% 72.8% 227 14.54%
SCA
1544
Summit Creek Advisors
Minnesota
$669M +$19.7M +3% 7.7% 47.8% 53 15.09%
GI
1545
Gradient Investments
Minnesota
$669M +$61.9M +10% 0.52% 60.5% 741 31.44%
CC
1546
Clearline Capital
New York
$668M +$23.4M +4% 2.91% 18% 85 56.47%
VCM
1547
Vision Capital Management
Oregon
$668M -$200M -23% 2.73% 56.4% 72 29.17%
DIA
1548
Davidson Investment Advisors
Montana
$668M +$1.51M +0.2% 2.09% 69.5% 185 10.27%
STB
1549
S&T Bank
Pennsylvania
$668M -$20.8M -3% 1.78% 94.2% 90 14.44%
WSCM
1550
Wellington Shields Capital Management
New York
$668M +$39.2M +6% 6.58% 80.5% 381 18.64%