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
VWM
1751
Venturi Wealth Management
Texas
$1.12B +$77.3M +7% 5.98% 101% 346 22.83%
PWM
1752
Perigon Wealth Management
California
$1.12B +$144M +15% 8.13% 93.8% 538 13.38%
BFS
1753
Bard Financial Services
Connecticut
$1.12B +$93.1M +9% 6.73% 90.1% 283 8.83%
RA
1754
RFG Advisory
Alabama
$1.12B +$206M +22% 5.62% 52.3% 458 12.01%
APCM
1755
Alaska Permanent Capital Management
Alaska
$1.12B +$20.3M +2% 5.05% 42.8% 36 2.78%
KB
1756
Kimelman & Baird
New York
$1.12B 8.9% 117
BCM
1757
Beryl Capital Management
California
$1.12B +$338M +43% 4.82% 3,932% 310 71.94%
2
1758
2Xideas
Switzerland
$1.12B +$214M +24% 11.6% 40.6% 70 5.71%
FHC
1759
First Horizon Corporation
Tennessee
$1.12B +$66M +6% 7.48% 1,293 6.34%
BIC
1760
Beach Investment Counsel
Pennsylvania
$1.12B -$6.99M -0.6% 5.79% 36% 180 12.22%
EC
1761
EJF Capital
Virginia
$1.11B -$270M -19% 0.01% 127% 462 57.14%
ZA
1762
Zazove Associates
Nevada
$1.11B +$267M +32% 4.64% 11% 158 17.72%
TP
1763
Thunderbird Partners
United Kingdom
$1.11B -$72.2M -6% 6.25% 38% 17 23.53%
CGL
1764
Clarius Group LLC
Washington
$1.11B +$93.4M +9% 7.1% 92.1% 429 11.66%
KA
1765
Kerrisdale Advisers
Florida
$1.11B -$190M -15% 11% 78.8% 64 32.81%
AP
1766
Atwood & Palmer
Missouri
$1.11B +$73.7M +7% 5.7% 82.3% 466 15.88%
CC
1767
Cederberg Capital
United Kingdom
$1.11B -$248M -18% 4.11% 273% 12 16.67%
LBC
1768
Lowe Brockenbrough & Co
Virginia
$1.11B +$81.8M +8% 7.36% 78.8% 224 3.13%
SBWIC
1769
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.11B +$84.7M +8% 8.49% 83.4% 130 6.15%
HAM
1770
HHR Asset Management
New Jersey
$1.11B -$2.72M -0.2% 7.63% 76.3% 36 19.44%
ACM
1771
Ashford Capital Management
Delaware
$1.11B +$38.1M +4% 7.54% 150% 115 13.91%
MC
1772
Montag & Caldwell
Georgia
$1.11B +$15M +1% 8.73% 91.3% 73 13.7%
CGM
1773
Capital Growth Management
Massachusetts
$1.11B +$13.5M +1% 14.6% 422% 91 76.92%
QIM
1774
Quest Investment Management
Oregon
$1.11B +$16M +1% 10.8% 105% 101 6.93%
QIM
1775
Quantitative Investment Management
Virginia
$1.11B -$74.3M -6% 8.27% 24.6% 647 69.24%