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)
Cannell & Spears
1601
Cannell & Spears
New York
$1.17B -$59.2M -5% 2.5% 113% 233 16.31% 4.9
Paradice Investment Management
1602
Paradice Investment Management
Colorado
$1.17B -$177M -13% 4.95% 72.2% 44 13.64% 3.4
Clearline Capital
1603
Clearline Capital
New York
$1.16B -$561M -32% 6.92% 57.4% 149 39.6% 1
TruWealth Advisors
1604
TruWealth Advisors
Louisiana
$1.16B -$1.63M -0.1% 1.63% 56.3% 156 11.54% 1.8
MCM
1605
Mason Capital Management
New York
$1.16B +$136M +13% 1.18% 18.5% 11 36.36% 1
Baldwin Wealth Partners
1606
Baldwin Wealth Partners
Massachusetts
$1.16B -$57M -5% 2.07% 94.5% 782 5.5% 4.2
Legacy Private Trust
1607
Legacy Private Trust
Wisconsin
$1.16B -$47.8M -4% 3.32% 71.1% 240 9.58% 5.3
First Interstate Bank
1608
First Interstate Bank
Montana
$1.16B -$50.2M -4% 2.46% 49.7% 174 7.47% 4.3
Sepio Capital
1609
Sepio Capital
Utah
$1.16B -$73.7M -6% 3.46% 92% 353 19.83% 3.1
Oxford Financial Group
1610
Oxford Financial Group
Indiana
$1.16B +$105M +10% 0.72% 77.2% 306 17.97% 2.6
Full Sail Capital
1611
Full Sail Capital
Oklahoma
$1.15B -$19.6M -2% 3.88% 55.4% 155 8.39% 3.2
Fulton Breakefield Broenniman
1612
Fulton Breakefield Broenniman
Maryland
$1.15B -$58.3M -5% 3.44% 68% 173 4.05% 3.9
Centaurus Financial
1613
Centaurus Financial
California
$1.15B +$8.14M +0.7% 3.34% 83.5% 814 16.71% 2.9
CSM Advisors
1614
CSM Advisors
Pennsylvania
$1.15B -$176M -13% 2.01% 105% 149 10.07% 1.9
Dorsey & Whitney Trust
1615
Dorsey & Whitney Trust
South Dakota
$1.15B -$63.1M -5% 3.81% 86% 622 12.06% 4.1
DCM
1616
Dupont Capital Management
Delaware
$1.15B -$885M -44% 2.64% 100% 635 64.88% 3.7
Koch Industries
1617
Koch Industries
Kansas
$1.15B +$30M +3% 13.8% 56.9% 11 18.18% 2.1
Norris Perne & French
1618
Norris Perne & French
Michigan
$1.14B -$43M -4% 3.29% 91.1% 134 7.46% 5
Redwood Investment Management
1619
Redwood Investment Management
Arizona
$1.14B +$175M +18% 1.91% 62.5% 362 49.17% 0.8
Legacy Wealth Management (Tennessee)
1620
Legacy Wealth Management (Tennessee)
Tennessee
$1.14B -$37.2M -3% 3.74% 50.4% 20 10% 5.6
BOK Financial Private Wealth
1621
BOK Financial Private Wealth
Colorado
$1.14B -$83.8M -7% 3.56% 61.8% 399 15.29% 2.7
City of London Investment Management
1622
City of London Investment Management
United Kingdom
$1.14B -$94.1M -8% 4.58% 102% 117 21.37% 3
Atwood & Palmer
1623
Atwood & Palmer
Missouri
$1.14B +$22.7M +2% 1.62% 90% 437 11.44% 4.8
Zions Bancorporation
1624
Zions Bancorporation
Utah
$1.14B -$43M -4% 3.95% 22.9% 923 4.77% 4.2
FORA Capital
1625
FORA Capital
Florida
$1.14B +$435M +62% 7.63% 162% 620 77.42% 0.1