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)
ProVise Management Group
1701
ProVise Management Group
Florida
$1.05B +$58.1M +6% 3.83% 74.6% 365 19.45% 4.7
Sandhill Capital Partners
1702
Sandhill Capital Partners
New York
$1.04B +$107M +11% 9.23% 77.4% 92 14.13% 4.3
Kanawha Capital Management
1703
Kanawha Capital Management
Virginia
$1.04B +$25.3M +2% 3.39% 74.5% 210 3.33% 6.6
2Xideas
1704
2Xideas
Switzerland
$1.04B +$94.3M +10% 12.2% 68.3% 66 10.61% 1.9
Trigran Investments
1705
Trigran Investments
Illinois
$1.04B +$38.5M +4% 6.05% 44.7% 23 26.09% 3.5
Phillips Financial Management
1706
Phillips Financial Management
Indiana
$1.04B +$53.1M +5% 4.25% 45.6% 242 9.5% 2.8
Checchi Capital Advisers
1707
Checchi Capital Advisers
California
$1.04B +$72.7M +8% 6.63% 75.4% 581 8.43% 4.7
Campbell Newman Asset Management
1708
Campbell Newman Asset Management
Wisconsin
$1.03B +$24.4M +2% 5.48% 116% 118 8.47% 5.4
Avity Investment Management
1709
Avity Investment Management
Connecticut
$1.03B +$49.4M +5% 7.26% 119% 96 19.79% 5.1
Centerbridge Partners
1710
Centerbridge Partners
New York
$1.03B +$22M +2% 9.75% 15.9% 19 21.05% 1.7
Primavera Capital Management
1711
Primavera Capital Management
Cayman Islands
$1.03B +$144M +16% 16.5% 1.25% 4 0% 3.8
Koshinski Asset Management
1712
Koshinski Asset Management
Illinois
$1.02B -$9.8M -0.9% 6.05% 82.9% 646 19.97% 2.5
IFLIT
1713
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.02B +$116M +13% 16% 45.7% 20 10% 4.7
YCG LLC
1714
YCG LLC
Texas
$1.02B +$87.2M +9% 11.9% 29.4% 41 0% 6
HighTower Trust
1715
HighTower Trust
Texas
$1.02B -$13.4M -1% 2.62% 90.4% 232 9.48% 1.8
Glendon Capital Management
1716
Glendon Capital Management
California
$1.02B -$145M -12% 6.99% 118% 21 9.52% 2.4
Apexium Financial
1717
Apexium Financial
Texas
$1.02B +$55.6M +6% 9.31% 89.6% 216 7.41% 1.4
Cumberland Partners
1718
Cumberland Partners
Ontario, Canada
$1.02B +$70M +7% 7.95% 101% 200 37% 2.3
OEP Capital Advisors
1719
OEP Capital Advisors
New York
$1.02B +$73.8M +8% 43.8% 23.2% 2 0% 2.3
CWM
1720
Cornerstone Wealth Management
Missouri
$1.02B – – 6.36% 77.5% 469 – 3.5
Knights of Columbus Asset Advisors
1721
Knights of Columbus Asset Advisors
Connecticut
$1.02B +$51.2M +5% 9.41% 149% 381 14.96% 1.8
Galvin Gaustad & Stein
1722
Galvin Gaustad & Stein
Arizona
$1.01B +$21.9M +2% 3.57% 60.7% 174 14.94% 1.8
Nicola Wealth Management
1723
Nicola Wealth Management
British Columbia, Canada
$1.01B +$27.2M +3% 3.74% 64.8% 127 22.05% 2.1
Rebalance
1724
Rebalance
California
$1.01B +$47.8M +5% 4.38% 47.6% 141 48.23% 0.2
GSA Capital Partners
1725
GSA Capital Partners
United Kingdom
$1.01B +$205M +25% 5.65% 94.7% 2,085 64.36% 0.4