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)
Sun Life Financial
1751
Sun Life Financial
Ontario, Canada
$702M +$691M +6,171% 3.29% 65.7% 635 24.41% 1.3
SCM
1752
Suffolk Capital Management
New York
$702M -$4.26M -0.6% 3.78% 48.6% 155 41.94% 1.1
Rivulet Capital
1753
Rivulet Capital
New Jersey
$702M -$177M -20% 0.35% 27.4% 11 18.18% 2.1
Clearstead Advisors
1754
Clearstead Advisors
Ohio
$701M +$11.1M +2% 1.34% 71.4% 232 10.34% 1.3
Bragg Financial Advisors
1755
Bragg Financial Advisors
North Carolina
$701M +$17.1M +3% 3.82% 101% 259 5.02% 3.9
First Long Island Investors
1756
First Long Island Investors
New York
$700M -$22.6M -3% 3.63% 85.5% 82 9.76% 2.5
Parallel Advisors
1757
Parallel Advisors
California
$699M +$59M +9% 3.18% 109% 2,318 12.94% 1.2
Cornercap Investment Counsel
1758
Cornercap Investment Counsel
Georgia
$699M -$3.41M -0.5% 2.05% 55.4% 494 41.09% 1
Sageworth Trust
1759
Sageworth Trust
Pennsylvania
$699M +$28.1M +4% 0.08% 64.5% 215 74.88% 1
FWM
1760
Frontier Wealth Management
Missouri
$699M -$15.3M -2% 7.65% 42.8% 437 24.26% 1.9
Schaper Benz & Wise Investment Counsel
1761
Schaper Benz & Wise Investment Counsel
Wisconsin
$699M +$23.5M +3% 3.64% 94.2% 105 4.76% 4
Appleton Partners
1762
Appleton Partners
Massachusetts
$698M +$39.4M +6% 3.81% 101% 272 7.72% 2.6
First Trust Capital Management
1763
First Trust Capital Management
Illinois
$698M -$11.8M -2% 15.5% 214% 68 69.12% 0.3
Private Capital Management (Florida)
1764
Private Capital Management (Florida)
Florida
$695M +$58.8M +9% 12.8% 118% 48 20.83% 3.2
Howard Capital Management (New York)
1765
Howard Capital Management (New York)
New York
$695M +$8.65M +1% 3.07% 76.8% 113 8.85% 3.6
WFM Asia
1766
WFM Asia
British Virgin Islands
$695M -$51.6M -7% 2.07% 89.9% 9 22.22% 1.6
Summit Securities Group
1767
Summit Securities Group
New York
$695M +$286M +70% 4.66% 136% 281 73.31% 0.2
Albion Financial Group
1768
Albion Financial Group
Utah
$694M +$43.5M +7% 2.96% 79.6% 202 6.44% 3.2
Darrell & King
1769
Darrell & King
Virginia
$694M -$10.8M -2% 0.84% – 56 7.14% 1.7
Webster Bank
1770
Webster Bank
Connecticut
$692M -$368K -0.1% 1.99% 77.5% 539 7.98% 2.4
Palisade Asset Management
1771
Palisade Asset Management
Minnesota
$692M +$30.3M +5% 1.97% 61.8% 169 5.92% 3.6
Murphy Capital Management
1772
Murphy Capital Management
New Jersey
$692M -$13.2M -2% 3.51% 41.6% 284 8.1% 3.6
Vigilant Capital Management
1773
Vigilant Capital Management
Maine
$691M -$12.1M -2% 2.22% 48.8% 545 40% 1.8
Bainco International Investors
1774
Bainco International Investors
Massachusetts
$690M +$18.3M +3% 3.76% 69.4% 102 9.8% 2.7
Balasa Dinverno & Foltz
1775
Balasa Dinverno & Foltz
$690M +$30.2M +5% 4% 23.2% 235 14.47% 3