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)
Radcliffe Capital Management
1626
Radcliffe Capital Management
Pennsylvania
$1.17B -$425M -27% 1.22% 4.8% 711 20.25% 1.3
CBIZ Investment Advisory Services
1627
CBIZ Investment Advisory Services
Ohio
$1.17B +$30.2M +3% 4.07% 48.7% 33 6.06% 0.8
Asset Dedication LLC
1628
Asset Dedication LLC
California
$1.17B +$93.7M +9% 4.35% 67.8% 1,068 8.52% 2.1
Van Hulzen Asset Management
1629
Van Hulzen Asset Management
California
$1.17B +$109M +10% 7.29% 86.3% 340 23.53% 2.9
Western Wealth Management
1630
Western Wealth Management
Colorado
$1.17B +$97.8M +9% 7.57% 82.6% 677 9.9% 2.6
Full Sail Capital
1631
Full Sail Capital
Oklahoma
$1.17B +$65.3M +6% 4.27% 55.4% 154 7.79% 3
Advisornet Financial
1632
Advisornet Financial
Minnesota
$1.17B +$75.6M +7% 4.94% 71.2% 2,547 13.9% 2.7
KL
1633
KIM LLC
Kansas
$1.17B -$267M -19% 7.19% 49.7% 568 28.7% 0.8
Water Island Capital
1634
Water Island Capital
New York
$1.17B -$100M -8% 11% 438% 106 58.49% 0.5
Stairway Partners
1635
Stairway Partners
Illinois
$1.17B +$13.3M +1% 2.31% 48.1% 15 0% 6.2
CC
1636
Carlson Capital
Texas
$1.17B +$103M +10% 5.45% 67.9% 151 49.01% 0.8
1WCM
1637
12 West Capital Management
New York
$1.17B +$1.34M +0.1% 10.6% 169% 25 12% 1.7
TruWealth Advisors
1638
TruWealth Advisors
Louisiana
$1.16B +$73.8M +7% 5.24% 56.3% 156 12.18% 1.6
Lee, Danner & Bass
1639
Lee, Danner & Bass
Tennessee
$1.16B +$75.3M +7% 7.9% – 208 5.77% 6.6
Neville Rodie & Shaw
1640
Neville Rodie & Shaw
New York
$1.16B +$58.2M +5% 7.14% 125% 252 4.76% 7.1
Vinva Investment Management
1641
Vinva Investment Management
Australia
$1.16B -$37.3M -3% 11.2% 142% 431 24.59% 0.2
Mason Investment Advisory Services
1642
Mason Investment Advisory Services
Virginia
$1.16B +$61.4M +6% 1.62% 76.1% 64 9.38% 2.7
Lakewood Capital Management
1643
Lakewood Capital Management
New York
$1.16B -$67.8M -6% 10.3% 45.4% 37 16.22% 2.9
FAB
1644
First American Bank
Illinois
$1.15B +$63.6M +6% 9.46% 99.7% 170 5.88% 5.3
General American Investors
1645
General American Investors
New York
$1.15B +$92.2M +9% 9.45% 129% 67 8.96% 5.1
Cadence Bank
1646
Cadence Bank
Mississippi
$1.15B +$61.7M +6% 7.44% 70.9% 355 9.86% 2.3
Formuepleje A/S
1647
Formuepleje A/S
Denmark
$1.14B -$220M -16% 7.43% 92.1% 78 2.56% 2.1
Casdin Capital
1648
Casdin Capital
New York
$1.14B -$69.7M -6% 5.7% 370% 46 21.74% 2
Park West Asset Management
1649
Park West Asset Management
California
$1.14B +$21.9M +2% 11.6% 181% 46 39.13% 1.3
Albion Financial Group
1650
Albion Financial Group
Utah
$1.14B +$49.4M +5% 6.24% 68% 500 16.2% 3.3