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)
Howard Capital Management Group
1676
Howard Capital Management Group
California
$1.42B +$67.7M +5% 5.31% 114% 136 8.09% 2.4
Parkwood LLC
1677
Parkwood LLC
Ohio
$1.42B +$618M +77% 5.88% 120% 151 54.97% 1.8
CWM
1678
Cornerstone Wealth Management
Missouri
$1.42B +$121M +9% 6.75% 69.8% 593 10.79% 3.9
Lee, Danner & Bass
1679
Lee, Danner & Bass
Tennessee
$1.42B +$123M +9% 10.2% – 222 4.05% 7.2
Evanson Asset Management
1680
Evanson Asset Management
California
$1.42B +$58.5M +4% 6.57% 66.6% 314 7.64% 5.3
Cidel Asset Management
1681
Cidel Asset Management
Ontario, Canada
$1.42B +$124M +10% 9% 69.1% 351 9.97% 2.2
American Family Investments
1682
American Family Investments
Wisconsin
$1.42B +$43.5M +3% 4.02% – 11 18.18% 0.2
Principle Wealth Partners
1683
Principle Wealth Partners
Connecticut
$1.41B +$98M +7% 6.79% 79.9% 349 9.74% 3.5
3EDGE Asset Management
1684
3EDGE Asset Management
Florida
$1.41B +$136M +11% 5.6% 44.1% 77 23.38% 1
Frank Rimerman Advisors
1685
Frank Rimerman Advisors
California
$1.41B -$2.78M -0.2% 6.32% 149% 573 14.14% 0.9
Hikari Tsushin Inc
1686
Hikari Tsushin Inc
Japan
$1.41B +$117M +9% 9.79% 59.5% 71 2.82% 4.7
Michael & Susan Dell Foundation
1687
Michael & Susan Dell Foundation
New York
$1.4B +$423M +43% 7.33% 238% 4 50% 1.3
Sandhill Capital Partners
1688
Sandhill Capital Partners
New York
$1.4B +$99.1M +8% 8.06% 64.9% 95 9.47% 4.9
Kingswood Wealth Advisors
1689
Kingswood Wealth Advisors
California
$1.4B +$292M +26% 6.14% 134% 777 30.63% 0.7
Fukoku Mutual Life Insurance
1690
Fukoku Mutual Life Insurance
Japan
$1.4B +$101M +8% 8.18% 103% 286 10.14% 7.2
Tang Capital Management
1691
Tang Capital Management
California
$1.4B +$418M +43% 16.5% 493% 162 26.54% 0.8
Park West Asset Management
1692
Park West Asset Management
California
$1.4B +$32M +2% 11.1% 181% 51 31.37% 1.3
Natixis Investment Managers International
1693
Natixis Investment Managers International
France
$1.39B +$53.9M +4% 5.58% 34.7% 230 12.17% 2.7
First American Bank
1694
First American Bank
Illinois
$1.39B +$55.9M +4% 6.29% 99.7% 173 6.94% 5.8
Essex Financial Services
1695
Essex Financial Services
Connecticut
$1.39B +$43.7M +3% 6.87% 87.7% 657 11.87% 3.8
Dundas Partners
1696
Dundas Partners
United Kingdom
$1.39B +$101M +8% 8.12% 87.6% 51 1.96% 3.8
Berger Financial Group
1697
Berger Financial Group
Minnesota
$1.39B +$131M +10% 7.17% 59.9% 401 12.22% 1.9
XTX Topco
1698
XTX Topco
Cayman Islands
$1.38B +$215M +18% 8.59% 87.3% 2,769 62.19% 0.3
BOK Financial Private Wealth
1699
BOK Financial Private Wealth
Colorado
$1.38B +$5.19M +0.4% 6.06% 61.8% 555 17.12% 2.5
Simmons Bank
1700
Simmons Bank
Arkansas
$1.38B +$56.6M +4% 7.02% 92.9% 342 6.14% 5.8