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
SSWM
1676
Smith Salley Wealth Management
North Carolina
$749M +$148M +25% 19.4% 106% 197 13.2%
CI
1677
CPMG Inc
Texas
$749M +$173M +30% 25.2% 878% 22 50%
BIC
1678
Beach Investment Counsel
Pennsylvania
$747M +$150M +25% 19.5% 36% 148 16.89%
AFG
1679
American Financial Group
Ohio
$746M -$95.6M -11% 28.8% 32.3% 135 10.37%
FQ
1680
First Quadrant
California
$745M +$58.4M +8% 22.8% 90.6% 876 47.49%
VWM
1681
Venturi Wealth Management
Texas
$745M +$159M +27% 18.3% 101% 286 40.56%
LBC
1682
Lowe Brockenbrough & Co
Virginia
$744M +$137M +23% 20.9% 67.5% 204 4.41%
MCM
1683
Maltese Capital Management
New York
$744M +$43.5M +6% 17.8% 85.5% 200 32.5%
EIA
1684
Edgemoor Investment Advisors
Maryland
$743M +$130M +21% 23% 88.5% 124 12.1%
TIA
1685
Tandem Investment Advisors
South Carolina
$741M +$67.9M +10% 16.4% 16% 71 16.9%
AWE
1686
Avidian Wealth Enterprises
Texas
$741M +$118M +19% 14.8% 63.7% 274 27.74%
MTIM
1687
Marathon Trading Investment Management
Pennsylvania
$741M +$209M +39% 51.6% 106% 211 48.82%
BOTW
1688
Bank of the West
California
$741M +$98.6M +15% 22% 35.4% 264 16.29%
SAM
1689
Southernsun Asset Management
Tennessee
$741M +$64.9M +10% 35.7% 45.7% 37 8.11%
TA
1690
Trivest Advisors
Hong Kong
$741M +$245M +49% 49% 1,458% 11 45.45%
DAS
1691
Dynamic Advisor Solutions
Arizona
$740M +$192M +35% 17.5% 64% 599 27.05%
AP
1692
Atwood & Palmer
Missouri
$740M +$103M +16% 21.8% 82.3% 338 9.47%
COF
1693
Capital One Financial
Virginia
$739M +$119M +19% 13.4% 305 11.15%
TI
1694
Tidal Investments
Wisconsin
$736M +$399M +118% 21.5% 159% 321 35.2%
HCM
1695
Hollencrest Capital Management
California
$736M +$56M +8% 21.4% 72% 335 17.61%
PCM
1696
Prana Capital Management
Connecticut
$734M +$391M +114% 15.1% 32.3% 70 52.86%
NFAM
1697
North Fourth Asset Management
New Jersey
$734M +$518M +240% 36.4% 104% 125 84.8%
WAMC
1698
Western Asset Management Company
California
$734M +$610M +491% 8.79% 2.29% 286 81.12%
CF
1699
Cypress Funds
California
$734M +$255M +53% 46.9% 114% 15 6.67%
RCAG
1700
Rehmann Capital Advisory Group
Michigan
$733M +$120M +20% 16.1% 51.4% 461 27.55%