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)
Van Hulzen Asset Management
1701
Van Hulzen Asset Management
California
$1.38B -$110M -7% 7.98% 86.3% 337 15.73% 3.4
Roundview Capital
1702
Roundview Capital
New Jersey
$1.38B +$111M +9% 6.36% 77.7% 346 10.98% 4.9
Portolan Capital Management
1703
Portolan Capital Management
Massachusetts
$1.38B +$165M +14% 20.7% 738% 153 39.22% 1.4
Kanawha Capital Management
1704
Kanawha Capital Management
Virginia
$1.38B +$101M +8% 8.73% 74.5% 237 6.33% 6.9
Philadelphia Trust Company
1705
Philadelphia Trust Company
Pennsylvania
$1.38B +$91.1M +7% 6.87% 173% 258 14.34% 4.6
Nations Financial Group
1706
Nations Financial Group
Iowa
$1.38B +$153M +13% 7.09% 112% 698 13.75% 3
Finepoint Capital
1707
Finepoint Capital
Massachusetts
$1.38B +$1.02B +291% 27.1% 27.4% 28 17.86% 1.6
Adell Harriman & Carpenter
1708
Adell Harriman & Carpenter
Texas
$1.38B +$80.2M +6% 6.73% 191% 162 3.7% 6.1
StoneX Group
1709
StoneX Group
New York
$1.37B +$122M +10% 6.55% 92.5% 809 31.15% 2.6
Zions Bancorporation
1710
Zions Bancorporation
Utah
$1.37B +$124M +10% 8.12% 22.9% 941 9.14% 4.9
Keystone Investors
1711
Keystone Investors
Singapore
$1.37B +$181M +15% 12.4% – 88 54.55% 0.5
Confluence Wealth Services
1712
Confluence Wealth Services
Pennsylvania
$1.37B +$113M +9% 7.08% 69.4% 379 16.09% 1.8
Rebalance
1713
Rebalance
California
$1.36B +$122M +10% 6.94% 47.6% 95 12.63% 1.4
HG Vora Capital Management
1714
HG Vora Capital Management
New York
$1.36B -$175M -11% 7.9% 42.6% 12 33.33% 2.2
Alerus Financial
1715
Alerus Financial
North Dakota
$1.36B +$24.6M +2% 7.23% 97.1% 164 9.15% 3.9
Delta Accumulation LLC
1716
Delta Accumulation LLC
California
$1.36B +$11.4M +0.8% 7.45% 96.5% 211 26.54% 0.9
First Beijing Investment Ltd
1717
First Beijing Investment Ltd
Hong Kong
$1.36B +$438M +47% 19.8% 81.8% 13 30.77% 0.7
PIMG
1718
Patriot Investment Management Group
Tennessee
$1.36B +$83M +6% 6.47% 52.9% 244 5.74% 4
III Capital Management
1719
III Capital Management
Florida
$1.36B -$788M -37% 0.78% 28.7% 119 36.13% 0.9
Resonant Capital Advisors
1720
Resonant Capital Advisors
Wisconsin
$1.36B +$129M +10% 5.3% 56.5% 367 12.53% 2.5
NXG Investment Management
1721
NXG Investment Management
Texas
$1.36B +$97.9M +8% 7.19% 121% 74 35.14% 3
Appleton Partners
1722
Appleton Partners
Massachusetts
$1.36B +$61M +5% 6.38% 110% 262 3.82% 6.5
SoFi Wealth
1723
SoFi Wealth
California
$1.36B +$166M +14% 5.43% 67.9% 11 0% 2.5
Neville Rodie & Shaw
1724
Neville Rodie & Shaw
New York
$1.36B +$40.7M +3% 6.91% 125% 253 7.11% 7.9
SSI Investment Management
1725
SSI Investment Management
California
$1.36B +$56.5M +4% 1.34% 15.7% 273 4.76% 2.9