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)
First Trust Capital Management
1601
First Trust Capital Management
Illinois
$1.5B +$402M +37% 5.35% 214% 151 54.97% 0.5
Meeder Asset Management
1602
Meeder Asset Management
Ohio
$1.5B +$70.3M +5% 7.25% 156% 998 29.76% 1.1
Generate Investment Management
1603
Generate Investment Management
New Zealand
$1.5B -$204M -12% 6.52% 153% 86 29.07% 0.5
Country Club Bank
1604
Country Club Bank
Missouri
$1.5B +$57.9M +4% 6.15% 77.4% 315 3.81% 2.1
Wolf Hill Capital Management
1605
Wolf Hill Capital Management
Connecticut
$1.5B +$493M +49% 12.7% 384% 43 58.14% 0.6
JFS Wealth Advisors
1606
JFS Wealth Advisors
Pennsylvania
$1.49B +$226M +18% 6.37% 54.8% 2,037 6.23% 3.5
Ribbit Management Company
1607
Ribbit Management Company
California
$1.49B +$55.8M +4% 3.41% – 9 0% 0.7
Transcend Capital Advisors
1608
Transcend Capital Advisors
New Jersey
$1.49B +$113M +8% 6.03% 71.6% 651 13.52% 2.3
Westpac Banking Corp
1609
Westpac Banking Corp
Australia
$1.49B +$231M +18% 6.93% 127% 498 12.65% 7.5
Altos Ventures Management
1610
Altos Ventures Management
California
$1.49B -$145M -9% 18.9% 220% 1 0% 2.8
Delta Global Management
1611
Delta Global Management
New York
$1.49B -$15.7M -1% 9.94% – 51 50.98% 0.4
Legacy Private Trust
1612
Legacy Private Trust
Wisconsin
$1.49B +$80.1M +6% 5.78% 71.1% 238 5.88% 5.8
Oak Associates
1613
Oak Associates
Ohio
$1.49B -$20.8M -1% 2.64% 152% 135 5.93% 6
Ilex Capital Partners
1614
Ilex Capital Partners
United Kingdom
$1.48B +$509M +52% 13.4% – 34 67.65% 0.2
NBT Bank
1615
NBT Bank
New York
$1.48B +$85.5M +6% 7.19% 77% 865 33.18% 2.5
Asset Dedication LLC
1616
Asset Dedication LLC
California
$1.48B +$40.7M +3% 6.17% 67.8% 1,267 15.39% 2.7
Janney Capital Management
1617
Janney Capital Management
Pennsylvania
$1.48B +$65.4M +5% 7.31% 70.7% 247 14.98% 3.8
Franklin Street Advisors
1618
Franklin Street Advisors
North Carolina
$1.48B +$81.8M +6% 6.98% 130% 180 11.11% 5.8
WCG Wealth Advisors
1619
WCG Wealth Advisors
Nevada
$1.48B +$130M +10% 5.83% 69.6% 316 15.82% 1
Alua Capital Management
1620
Alua Capital Management
New York
$1.48B -$825M -36% 7.03% 99.4% 28 50% 1.5
BFO
1621
Boston Family Office
Massachusetts
$1.48B +$89.1M +6% 6.76% 53.4% 283 8.83% 7
Ninety One North America
1622
Ninety One North America
New York
$1.47B -$508M -26% 6.43% 70.6% 86 51.16% 3.2
Atwood & Palmer
1623
Atwood & Palmer
Missouri
$1.47B +$151M +11% 11.1% 90% 492 15.45% 4.8
Analog Century Management
1624
Analog Century Management
New York
$1.47B +$462M +46% 0.3% 785% 27 29.63% 2
Cantor Fitzgerald Investment Advisors
1625
Cantor Fitzgerald Investment Advisors
New York
$1.47B +$173M +13% 7.67% 73.4% 188 21.81% 2.9