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)
Beacon Financial Group
1701
Beacon Financial Group
Texas
$798M +$211M +36% 4.21% 66.6% 189 4.23% 3.5
Kingsview Wealth Management
1702
Kingsview Wealth Management
Oregon
$798M +$161M +25% 6.75% 71.5% 538 26.77% 1.4
Guardian Capital Advisors (Canada)
1703
Guardian Capital Advisors (Canada)
Ontario, Canada
$798M +$49.1M +7% 4.87% 26.1% 166 6.63% 4.5
Intrinsic Edge Capital Management
1704
Intrinsic Edge Capital Management
Illinois
$796M -$98M -11% 8.14% 283% 202 62.87% 0.4
Value Partners Investments
1705
Value Partners Investments
Manitoba, Canada
$796M – – 4.81% 50.7% 31 – 0
CapWealth Advisors
1706
CapWealth Advisors
Tennessee
$795M +$42.9M +6% 7.63% 152% 105 7.62% 4.2
J.W. Cole Advisors
1707
J.W. Cole Advisors
Florida
$793M – – 6.57% 95.5% 547 – 0
Formula Growth
1708
Formula Growth
Quebec, Canada
$793M +$125M +19% 6.19% 118% 162 23.46% 2
Hartford Funds Management
1709
Hartford Funds Management
Pennsylvania
$791M $0 0% 1.22% 26.8% 4 0% 1.4
Belpointe Asset Management
1710
Belpointe Asset Management
Nevada
$788M +$170M +27% 6.93% 80.1% 827 24.43% 0.9
MGAI
1711
MP Global Advisers III
New York
$788M -$243M -24% 2.41% 16.5% 1 0% 6.5
Connors Investor Services
1712
Connors Investor Services
Pennsylvania
$787M +$59.1M +8% 7% 125% 154 10.39% 3.7
Corient Capital Partners
1713
Corient Capital Partners
California
$787M +$80.8M +11% 8.38% 39.2% 498 14.06% 1.6
Evoke Wealth
1714
Evoke Wealth
California
$787M -$26M -3% 7.94% 65.2% 1,563 30.01% 0.2
Wealthcare Advisory Partners
1715
Wealthcare Advisory Partners
Pennsylvania
$787M +$97.5M +14% 5.68% 65.6% 1,485 9.02% 1.7
KLS Diversified Asset Management
1716
KLS Diversified Asset Management
New York
$785M +$122M +18% 6.05% 156% 14 28.57% 0.8
Aristotle Atlantic Partners
1717
Aristotle Atlantic Partners
Florida
$783M +$436M +126% 9.5% 144% 102 12.75% 1.2
Webster Bank
1718
Webster Bank
Connecticut
$783M +$44.1M +6% 7.65% 77.5% 551 10.53% 3.2
First Light Asset Management
1719
First Light Asset Management
Minnesota
$782M +$121M +18% 24.3% 364% 77 18.18% 2.4
L & S Advisors
1720
L & S Advisors
California
$782M +$67.3M +9% 8.43% 231% 349 24.36% 1.6
Tensile Capital Management
1721
Tensile Capital Management
California
$781M -$6.55M -0.8% 9.27% 47.7% 22 9.09% 2.5
Atlantic Union Bankshares
1722
Atlantic Union Bankshares
Virginia
$780M +$32.8M +4% 6.68% 78.9% 256 8.59% 2.3
Cape Cod Five Cents Savings Bank
1723
Cape Cod Five Cents Savings Bank
Massachusetts
$779M +$54.2M +7% 7.15% – 181 1.66% 5
Davide Leone & Partners Investment Company
1724
Davide Leone & Partners Investment Company
United Kingdom
$779M +$222M +40% 23.9% 64.1% 19 63.16% 1.1
Spyglass Capital Management
1725
Spyglass Capital Management
California
$779M +$402M +107% 11.1% 154% 25 0% 0.9