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
OSIA
1551
O'Shares Investment Advisers
Massachusetts
$1.4B +$41.7M +3% 7.25% 71.8% 284 0.35%
DAS
1552
Dynamic Advisor Solutions
Arizona
$1.4B +$71.5M +5% 7.77% 64% 825 22.06%
LCM
1553
Lattice Capital Management
Washington
$1.4B 7.15% 206% 80
PP
1554
Passaic Partners
New Jersey
$1.4B 6.14% 43.3% 6
PWM
1555
Perigon Wealth Management
California
$1.4B +$246M +21% 10.6% 81.3% 609 17.73%
TAM
1556
Telemark Asset Management
Massachusetts
$1.4B +$16.5M +1% 10.5% 271% 62 25.81%
MJRIC
1557
Mogy Joel R Investment Counsel
California
$1.4B +$177M +14% 13.1% 97.3% 122 9.02%
FLAM
1558
First Light Asset Management
Minnesota
$1.4B -$121M -8% 1.63% 266% 90 20%
OLVIG
1559
Oliver Lagore Vanvalin Investment Group
Michigan
$1.4B 7.44% 67
JPG
1560
Jordan Park Group
California
$1.4B -$746M -35% 2.14% 26.8% 49 34.69%
PCM
1561
Parsons Capital Management
Rhode Island
$1.4B +$116M +9% 10.3% 84.9% 444 6.76%
DWM
1562
Doyle Wealth Management
Florida
$1.39B +$136M +11% 10.3% 32.3% 238 8.4%
SWA
1563
Stratos Wealth Advisors
Ohio
$1.39B +$219M +19% 8.13% 52.7% 576 19.79%
IVMX
1564
Institutional Venture Management XVI
California
$1.38B +$524M +61% 3% 523% 8 37.5%
SRC
1565
Shufro Rose & Co
New York
$1.38B +$107M +8% 7.96% 47.5% 323 11.76%
MP
1566
Marcho Partners
United Kingdom
$1.38B -$210M -13% 12.3% 112% 19 47.37%
CFA
1567
Capstone Financial Advisors
Illinois
$1.38B +$106M +8% 6.3% 45.5% 153 14.38%
PTC
1568
Philadelphia Trust Company
Pennsylvania
$1.38B +$24M +2% 9.66% 141% 245 17.55%
NFA
1569
Nationwide Fund Advisors
Ohio
$1.38B -$8.98M -0.6% 0.84% 28.3% 8 0%
HCM
1570
Hodges Capital Management
Texas
$1.38B +$18.1M +1% 9.15% 132% 260 18.46%
BFA
1571
Beaumont Financial Advisors
Massachusetts
$1.38B +$82.6M +6% 8.66% 69.4% 382 15.71%
BC
1572
Brahman Capital
New York
$1.37B +$7.53M +0.6% 7.08% 16.6% 33 24.24%
GEM
1573
Global Endowment Management
North Carolina
$1.37B -$145M -10% 5.78% 35.8% 126 19.84%
MWM
1574
Merriman Wealth Management
Washington
$1.37B +$168M +14% 6.67% 18.3% 239 30.96%
OPCM
1575
Osborne Partners Capital Management
California
$1.37B +$126M +10% 5.85% 47.6% 219 12.33%