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)
Smartleaf Asset Management
1701
Smartleaf Asset Management
Massachusetts
$1.62B +$481M +42% 7.68% – 3,077 14.23% 1.2
Radcliffe Capital Management
1702
Radcliffe Capital Management
Pennsylvania
$1.61B +$301M +23% 0.4% 4.8% 259 53.67% 0.2
BloombergSen
1703
BloombergSen
Ontario, Canada
$1.61B -$16.8M -1% 1.52% 46.9% 34 11.76% 3.3
Westpac Banking Corp
1704
Westpac Banking Corp
Australia
$1.61B +$118M +8% 10.5% 127% 467 5.57% 8
MCI
1705
McDonald Capital Investors
California
$1.61B +$15.6M +1% 2.07% 60.1% 21 4.76% 7.1
Foster Victor Wealth Advisors
1706
Foster Victor Wealth Advisors
South Carolina
$1.61B +$132M +9% 5.89% 78.2% 230 15.65% 3.1
Janney Capital Management
1707
Janney Capital Management
Pennsylvania
$1.61B +$56.2M +4% 7.25% 70.7% 255 13.33% 4
Cramer Rosenthal McGlynn
1708
Cramer Rosenthal McGlynn
Connecticut
$1.61B +$152M +10% 9.81% 113% 102 25.49% 2.3
Nations Financial Group
1709
Nations Financial Group
Iowa
$1.61B +$151M +10% 9.29% 112% 741 12.55% 3.4
Parcion Private Wealth
1710
Parcion Private Wealth
Washington
$1.6B +$202M +14% 8.36% 114% 375 25.33% 2.2
Fragasso Financial Advisors
1711
Fragasso Financial Advisors
Pennsylvania
$1.6B +$119M +8% 7.42% 73.7% 291 7.9% 3.9
OCM
1712
Opti Capital Management
New York
$1.6B -$161M -9% 0% 0.01% 44 0% 0.5
Delta Accumulation LLC
1713
Delta Accumulation LLC
California
$1.6B +$269M +20% 6.89% 96.5% 221 19.91% 1.4
Invictus Private Wealth
1714
Invictus Private Wealth
Colorado
$1.6B +$137M +9% 8.61% 84.2% 87 10.34% 2.2
Arete Wealth Advisors
1715
Arete Wealth Advisors
Illinois
$1.6B +$188M +13% 9.32% 85.3% 829 21.11% 1.8
WCG Wealth Advisors
1716
WCG Wealth Advisors
Nevada
$1.6B +$48.9M +3% 7.66% 69.6% 362 18.23% 1.5
Plante Moran Financial Advisors
1717
Plante Moran Financial Advisors
Michigan
$1.59B +$169M +12% 7.67% 69.2% 878 22.44% 5.5
First American Bank
1718
First American Bank
Illinois
$1.59B +$133M +9% 9.68% 114% 184 10.87% 6
Wilkinson Global Asset Management
1719
Wilkinson Global Asset Management
New York
$1.59B -$662K -0% 3.45% 86.5% 73 13.7% 3.4
BOK Financial Private Wealth
1720
BOK Financial Private Wealth
Colorado
$1.59B +$89.8M +6% 6.98% 61.8% 432 15.28% 4.1
Thomasville National Bank
1721
Thomasville National Bank
Georgia
$1.59B +$121M +8% 7.67% – 254 13.39% 6
PDT Partners
1722
PDT Partners
New York
$1.59B -$182M -10% 17.9% 211% 757 35.27% 1
First National Bank of Omaha
1723
First National Bank of Omaha
Nebraska
$1.59B +$37.6M +2% 6.49% 70.9% 324 6.48% 6.8
L1 Capital
1724
L1 Capital
Australia
$1.58B -$70.9M -4% 34.5% 127% 34 55.88% 1.2
Nichols & Pratt Advisers
1725
Nichols & Pratt Advisers
Massachusetts
$1.58B +$92.4M +6% 7.64% 71.2% 107 3.74% 7.8