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)
Everence Capital Management
1601
Everence Capital Management
Indiana
$1.31B -$39.8M -3% 3.96% 108% 803 14.57% 3.4
Peconic Partners
1602
Peconic Partners
New York
$1.31B +$61.1M +5% 10.3% 300% 57 49.12% 1.9
Venturi Wealth Management
1603
Venturi Wealth Management
Texas
$1.31B -$15.3M -1% 4.05% 101% 371 19.68% 2
GenTrust
1604
GenTrust
Florida
$1.3B +$24.2M +2% 2.36% 53% 153 16.99% 1.2
Intrinsic Edge Capital Management
1605
Intrinsic Edge Capital Management
Illinois
$1.3B -$269M -17% 1.68% 283% 257 62.65% 0.5
Cormorant Asset Management
1606
Cormorant Asset Management
Massachusetts
$1.3B -$379M -23% 20.3% 3,977% 86 19.77% 1.4
Eversept Partners
1607
Eversept Partners
New York
$1.3B -$263M -17% 7.42% 321% 119 37.82% 0.9
NWAM LLC
1608
NWAM LLC
Washington
$1.3B +$36.8M +3% 1.22% 112% 583 23.84% 2.2
Strategic Value Partners
1609
Strategic Value Partners
Connecticut
$1.3B +$851M +190% 29.9% – 11 72.73% 1.2
B. Riley Wealth Management
1610
B. Riley Wealth Management
Tennessee
$1.3B -$146M -10% 3.8% 32.2% 721 22.47% 1.6
Shufro Rose & Co
1611
Shufro Rose & Co
New York
$1.3B -$87.6M -6% 3.29% 68.1% 362 20.17% 3.7
Nationwide Fund Advisors
1612
Nationwide Fund Advisors
Ohio
$1.29B -$85.2M -6% 6.93% 34.1% 8 0% 2.9
Crake Asset Management
1613
Crake Asset Management
United Kingdom
$1.29B -$474M -27% 7.1% 52.7% 28 39.29% 1.5
XN LP
1614
XN LP
New York
$1.29B +$146M +13% 6.08% 172% 25 52% 0.2
Palo Alto Investors
1615
Palo Alto Investors
California
$1.29B -$271M -17% 11.9% 157% 37 5.41% 4.8
Delta Accumulation LLC
1616
Delta Accumulation LLC
California
$1.29B +$304M +31% 6.67% 96.5% 167 26.35% 0.2
Corda Investment Management
1617
Corda Investment Management
Texas
$1.29B +$18.3M +1% 0.56% 85% 70 11.43% 4.9
Cacti Asset Management
1618
Cacti Asset Management
Georgia
$1.29B -$12.3M -0.9% 1% 171% 80 1.25% 6.3
Legacy Private Trust
1619
Legacy Private Trust
Wisconsin
$1.29B -$44.4M -3% 5.03% 71.1% 247 10.12% 4.7
JCM
1620
JS Capital Management
New York
$1.29B -$913M -41% 25.7% 52.4% 43 48.84% 1.1
Sargent Bickham Lagudis
1621
Sargent Bickham Lagudis
Colorado
$1.29B -$39.1M -3% 4.84% 19.1% 1,056 11.46% 3.4
Sageworth Trust
1622
Sageworth Trust
Pennsylvania
$1.28B -$5.4M -0.4% 4.84% 64.5% 869 58.92% 1.6
North Star Investment Management
1623
North Star Investment Management
Illinois
$1.28B -$146M -10% 3.08% 89.9% 1,246 9.07% 3.3
Summit Financial
1624
Summit Financial
New Jersey
$1.28B -$29.6M -2% 5.08% 81.8% 260 11.54% 0.9
Axxcess Wealth Management
1625
Axxcess Wealth Management
California
$1.28B -$90.6M -7% 4.79% 81.2% 719 26.43% 0.2