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)
Portfolio Solutions
1526
Portfolio Solutions
Michigan
$681M +$24.6M +4% 4.52% 11.6% 33 9.09% 1
Estabrook Capital Management
1527
Estabrook Capital Management
New York
$681M +$13M +2% 3.79% 87.2% 438 5.48% 2.7
Lincluden Management
1528
Lincluden Management
Ontario, Canada
$681M +$78M +13% 4.61% 56.6% 82 1.22% 2.7
Valley Wealth Managers
1529
Valley Wealth Managers
New Jersey
$680M +$24.3M +4% 3.11% 118% 241 22.41% 1.3
Efficient Advisors
1530
Efficient Advisors
Ohio
$680M +$51M +8% 4.13% 30.6% 86 39.53% 1.3
Private Capital Management (Florida)
1531
Private Capital Management (Florida)
Florida
$680M -$4.03M -0.6% 12.8% 118% 61 13.11% 2.7
Leavell Investment Management
1532
Leavell Investment Management
Alabama
$679M +$438K +0.1% 1.95% 84.5% 397 10.08% 2.7
BCM
1533
Basso Capital Management
Connecticut
$678M +$32.8M +5% 0.08% 85.5% 174 25.29% 0.7
Global Atlantic Investment Advisors
1534
Global Atlantic Investment Advisors
Indiana
$678M +$9.24M +1% 2.97% – 8 0% 1.8
Convergence Investment Partners
1535
Convergence Investment Partners
Florida
$678M -$48.9M -7% 8.47% 284% 435 54.71% 0.8
Woodley Farra Manion Portfolio Management
1536
Woodley Farra Manion Portfolio Management
Indiana
$677M +$30M +5% 1.24% 68.1% 79 5.06% 2.3
GJL
1537
Gendell Jeffrey L
$676M +$188M +39% 22.7% 748% 61 6.56% 2
Parkwood LLC
1538
Parkwood LLC
Ohio
$674M +$75.8M +13% 8.19% 120% 551 33.58% 1
FI
1539
FormulaFolio Investments
Michigan
$674M +$85.4M +15% 0.85% 41.4% 159 35.22% 0.7
Sumitomo Life Insurance
1540
Sumitomo Life Insurance
Japan
$674M -$55.8M -8% 4.44% 69.6% 301 10.3% 2.5
CDH
1541
Charles D. Hyman
$674M +$5.9M +0.9% 0.51% 36.8% 144 4.86% 2.9
E. Ohman J:or Asset Management
1542
E. Ohman J:or Asset Management
Sweden
$672M +$70.2M +12% 7.85% 110% 547 4.02% 2.7
Wedbush Securities
1543
Wedbush Securities
California
$671M +$60.4M +10% 3.62% 99.9% 913 22.12% 1.7
Wealth Enhancement Advisory Services
1544
Wealth Enhancement Advisory Services
Minnesota
$671M +$118M +21% 3.28% 85.5% 197 75.13% 0.5
OCA
1545
Otter Creek Advisors
Florida
$669M +$116M +21% 7.6% 173% 89 48.31% 0.6
Silver Point Capital
1546
Silver Point Capital
Connecticut
$669M -$216M -24% 18.5% 108% 19 36.84% 1.4
Hudson Edge Investment Partners
1547
Hudson Edge Investment Partners
New Jersey
$669M -$1.16M -0.2% 4.97% 68.8% 170 12.35% 1.9
Capital Advisors Inc
1548
Capital Advisors Inc
Oklahoma
$669M +$22.8M +4% 4.94% 82.7% 153 15.69% 2
Osborne Partners Capital Management
1549
Osborne Partners Capital Management
California
$668M -$2.69M -0.4% 3.17% 60.8% 181 9.39% 2.7
Neumeier Poma Investment Counsel
1550
Neumeier Poma Investment Counsel
California
$667M +$34.6M +5% 10.1% 229% 47 21.28% 1.9