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
CA
1701
Clearstead Advisors
Ohio
$690M -$47.7M -6% 3.59% 59.5% 235 11.06%
TC
1702
Trilogy Capital
California
$690M +$74.8M +12% 1.14% 54.1% 527 80.83%
BC
1703
Broadwood Capital
New York
$688M -$29.1M -4% 1.68% 46% 10 10%
CIM
1704
Cambria Investment Management
California
$688M -$28.7M -4% 0.95% 61.7% 274 29.2%
NPF
1705
Norris Perne & French
Michigan
$687M -$380K -0.1% 1.73% 78.3% 155 7.74%
HCMNY
1706
Howard Capital Management (New York)
New York
$686M +$6.15M +0.9% 0.27% 76.8% 116 10.34%
WCM
1707
Windward Capital Management
California
$686M +$12M +2% 1.31% 69.9% 84 10.71%
BAC
1708
Boys Arnold & Co
North Carolina
$686M +$20.7M +3% 2.43% 11.5% 290 10%
FM
1709
Forward Management
California
$686M -$201M -23% 4.69% 36.9% 234 26.5%
TAM
1710
Telemark Asset Management
Massachusetts
$685M +$175M +34% 10.3% 271% 62 41.94%
PP
1711
Prospector Partners
Connecticut
$684M -$1.53M -0.2% 0.02% 53.6% 130 14.62%
EGA
1712
Evermore Global Advisors
New Jersey
$684M +$295M +76% 133% 13 30.77%
SCA
1713
Snowden Capital Advisors
New York
$684M -$16M -2% 0.62% 84.2% 443 26.19%
BFA
1714
Bragg Financial Advisors
North Carolina
$684M -$12.8M -2% 1.54% 74.6% 261 4.6%
CIS
1715
Connors Investor Services
Pennsylvania
$681M -$13.6M -2% 0.53% 116% 154 9.74%
TCM
1716
Tang Capital Management
California
$680M +$49.3M +8% 17.7% 474% 5 40%
PMG
1717
ProVise Management Group
Florida
$679M -$18.2M -3% 2.14% 58.1% 329 12.77%
SGAM
1718
Steinberg Global Asset Management
Florida
$678M -$17.2M -2% 1.71% 32.8% 252 15.48%
TFA
1719
Transamerica Financial Advisors
Florida
$677M -$78.2M -10% 0.13% 57.2% 481 13.72%
DIA
1720
Dean Investment Associates
Ohio
$677M +$21.8M +3% 2.6% 46.9% 238 28.15%
LBC
1721
Lowe Brockenbrough & Co
Virginia
$676M -$21M -3% 2.03% 67.5% 202 3.96%
FNF
1722
Fidelity National Financial
Florida
$676M -$4.23M -0.6% 0.05% 27.4% 26 0%
SBWIC
1723
Schaper Benz & Wise Investment Counsel
Wisconsin
$675M -$10.8M -2% 0.15% 83.4% 105 3.81%
AC
1724
Alexandria Capital
Virginia
$674M -$12.2M -2% 1.32% 66.8% 245 10.2%
KCM
1725
Kingstown Capital Management
New York
$674M -$177M -21% 3.89% 38.6% 19 31.58%