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)
Capstone Financial Advisors
1651
Capstone Financial Advisors
Illinois
$1.05B +$108M +11% 10.3% 54.5% 131 24.43% 2.5
Lubert-Adler Management Company
1652
Lubert-Adler Management Company
Pennsylvania
$1.05B – – 26.6% 40.5% 2 – 0
BIC
1653
Beach Investment Counsel
Pennsylvania
$1.05B +$203M +24% 15.2% 36% 157 14.01% 4.4
Hillsdale Investment Management
1654
Hillsdale Investment Management
Ontario, Canada
$1.05B +$33.2M +3% 25.5% 278% 697 36.01% 1.7
6 Meridian
1655
6 Meridian
Kansas
$1.05B +$94.9M +10% 9.64% 45.7% 327 23.85% 1.2
YHB Investment Advisors
1656
YHB Investment Advisors
Connecticut
$1.05B +$129M +14% 12.7% 96.2% 286 11.54% 3.1
GHP Investment Advisors
1657
GHP Investment Advisors
Colorado
$1.05B +$166M +19% 17.3% 81.4% 291 12.03% 5.3
BOK Financial Private Wealth
1658
BOK Financial Private Wealth
Colorado
$1.05B +$90.2M +9% 13.9% 68.8% 193 19.69% 2.4
Avenir Corporation
1659
Avenir Corporation
Virginia
$1.05B +$89.6M +9% 13.5% 34.4% 68 11.76% 4.4
Avity Investment Management
1660
Avity Investment Management
Connecticut
$1.05B +$87.8M +9% 11.8% 119% 85 18.82% 4.2
World Asset Management
1661
World Asset Management
Michigan
$1.05B +$91.1M +10% 16.8% 85% 866 10.39% 5.1
Ritholtz Wealth Management
1662
Ritholtz Wealth Management
New York
$1.04B +$154M +17% 11.6% 99.3% 433 29.1% 1
Cat Rock Capital Management
1663
Cat Rock Capital Management
Connecticut
$1.04B +$81.3M +8% 19.7% 66.7% 11 36.36% 1.3
Next Financial Group
1664
Next Financial Group
Texas
$1.04B +$115M +12% 14% 85.4% 2,479 13.96% 0.9
Vigilant Capital Management
1665
Vigilant Capital Management
Maine
$1.04B +$130M +14% 12.2% 48.8% 401 31.17% 3
Greenvale Capital
1666
Greenvale Capital
United Kingdom
$1.04B +$398M +62% 34.9% 101% 21 52.38% 0.5
LCM
1667
Lomas Capital Management
New York
$1.04B +$430M +70% 14% 66.3% 30 36.67% 0.9
CX Institutional
1668
CX Institutional
Indiana
$1.04B +$112M +12% 10.7% 62.9% 936 15.38% 1.6
Rothschild Investment LLC
1669
Rothschild Investment LLC
Illinois
$1.04B +$118M +13% 14.7% 109% 485 15.88% 3.8
Hill Path Capital
1670
Hill Path Capital
New York
$1.04B +$430M +71% 64.7% 5.23% 6 50% 1.2
Foster & Motley
1671
Foster & Motley
Ohio
$1.04B +$186M +22% 12.1% 76.5% 290 9.66% 3.3
Merit Financial Group
1672
Merit Financial Group
Georgia
$1.03B -$60M -5% 12.9% 76.4% 245 20.82% 1.4
Ashford Capital Management
1673
Ashford Capital Management
Delaware
$1.03B +$192M +23% 36.4% 150% 117 23.93% 3
KC
1674
KCL Capital
New York
$1.03B -$24.8M -2% 25.3% 106% 158 64.56% 0.2
Glynn Capital Management
1675
Glynn Capital Management
California
$1.03B +$89.8M +10% 42.5% 252% 49 8.16% 4.3