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)
Dean Investment Associates
1776
Dean Investment Associates
Ohio
$681M -$15.5M -2% 0.05% 63.5% 234 21.37% 2.5
Tairen Capital
1777
Tairen Capital
Hong Kong
$680M +$162M +31% 6.1% 462% 51 62.75% 0.3
Coastline Trust
1778
Coastline Trust
Rhode Island
$680M -$8.4M -1% 1.2% 106% 344 12.21% 4.2
Dorsey & Whitney Trust
1779
Dorsey & Whitney Trust
South Dakota
$679M +$31.8M +5% 1.77% 86% 458 19% 2.9
First Financial Bank - Trust Division
1780
First Financial Bank - Trust Division
Ohio
$679M +$21.6M +3% 2.17% 68.6% 179 2.79% 4.8
Heritage Wealth Advisors
1781
Heritage Wealth Advisors
Virginia
$679M +$26.2M +4% 1.13% 65% 491 18.13% 1.5
Capital Investment Services of America
1782
Capital Investment Services of America
Wisconsin
$678M -$1.25M -0.2% 0.64% 50.7% 72 12.5% 4.2
Icon Advisers
1783
Icon Advisers
Colorado
$678M -$386M -36% 0.12% 114% 315 13.33% 1.7
ACG Wealth
1784
ACG Wealth
Georgia
$678M -$67.3M -9% 0.79% 45.5% 366 14.21% 2.8
Foster Dykema Cabot & Co
1785
Foster Dykema Cabot & Co
Massachusetts
$677M +$16.5M +2% 2.4% 34% 100 6% 4.3
Abner Herrman & Brock
1786
Abner Herrman & Brock
New Jersey
$677M -$20.2M -3% 1.68% 156% 138 10.14% 3.5
FWM
1787
Frontier Wealth Management
Missouri
$677M -$616K -0.1% 0.82% 42.8% 329 13.68% 2.9
Alexandria Capital
1788
Alexandria Capital
Virginia
$676M -$25.7M -4% 0.51% 66.8% 269 12.64% 3.6
Novare Capital Management
1789
Novare Capital Management
North Carolina
$673M +$16.5M +3% 2.1% 76.5% 144 11.81% 3.2
YCG LLC
1790
YCG LLC
Texas
$672M +$36.5M +6% 3.74% 27% 41 2.44% 4.1
Sage Financial Group
1791
Sage Financial Group
Pennsylvania
$671M -$3.78M -0.6% 0.32% 62% 75 21.33% 2.9
Wintrust Investments
1792
Wintrust Investments
Illinois
$670M +$11.1M +2% 0.61% 27.5% 394 16.75% 1.8
MP
1793
MFN Partners
Massachusetts
$669M +$39M +6% 7.27% 172% 17 17.65% 0.6
J.L. Bainbridge & Co
1794
J.L. Bainbridge & Co
Florida
$669M +$8.02M +1% 4.52% 118% 84 20.24% 0.8
Stephens Group Asset Management
1795
Stephens Group Asset Management
Arkansas
$668M +$41.1M +7% 0.08% 51.4% 14 0% 1.6
Guardian Life Insurance
1796
Guardian Life Insurance
New York
$668M -$56.1M -8% 0.29% – 536 2.99% 5.1
Boys Arnold & Co
1797
Boys Arnold & Co
North Carolina
$668M -$20.4M -3% 2.54% 11.5% 285 12.63% 3.9
Gardner Lewis Asset Management
1798
Gardner Lewis Asset Management
Pennsylvania
$668M -$148M -18% 3.84% 240% 113 54.87% 1.3
Formula Growth
1799
Formula Growth
Quebec, Canada
$667M -$32.8M -5% 3.06% 118% 170 25.29% 1.8
Third Security
1800
Third Security
Virginia
$667M -$182M -21% 19% 28.2% 11 0% 4.9