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
JIC
1776
Joel Isaacson & Co
New York
$702M +$128M +22% 20.5% 72.5% 219 15.07%
MD
1777
Money Design
Japan
$702M +$137M +24% 12.1% 26.4% 69 20.29%
SWA
1778
SFMG Wealth Advisors
Texas
$702M +$34.9M +5% 12.8% 76.1% 177 25.99%
YL
1779
YCG LLC
Texas
$702M +$106M +18% 18.1% 27% 43 4.65%
HIM
1780
HGC Investment Management
Ontario, Canada
$702M +$124M +21% 7.86% 33.2% 164 48.17%
TP
1781
Thunderbird Partners
United Kingdom
$701M +$62.1M +10% 22.5% 38% 10 50%
LMGAM
1782
Liberty Mutual Group Asset Management
Massachusetts
$701M -$313M -31% 17.2% 47.9% 15 40%
FSC
1783
Full Sail Capital
Oklahoma
$701M +$140M +25% 19.2% 55.4% 157 8.92%
UM
1784
Ulysses Management
New York
$700M +$202M +41% 42.7% 51.8% 51 45.1%
FNF
1785
Fidelity National Financial
Florida
$700M +$72.5M +12% 24.2% 2.54% 34 8.82%
PS
1786
Portfolio Solutions
Michigan
$700M +$84.3M +14% 18% 11.6% 51 15.69%
CCP
1787
Cardan Capital Partners
Colorado
$699M +$97M +16% 16.6% 64% 252 32.94%
CCA
1788
Conservest Capital Advisors
Pennsylvania
$699M +$95.2M +16% 17.8% 58.6% 74 12.16%
SCM
1789
Shenkman Capital Management
New York
$699M +$29.9M +4% 0.04% 3.15% 91 1.1%
OC
1790
ORIX Corp
Japan
$698M -$45.8M -6% 6.16% 11.7% 1 0%
PNAA
1791
Pictet North America Advisors
Switzerland
$697M +$113M +19% 23.9% 65.9% 144 20.14%
OCM
1792
One Capital Management
California
$697M +$107M +18% 16.6% 50.5% 194 12.89%
PMG
1793
ProVise Management Group
Florida
$697M +$100M +17% 17.2% 66.8% 294 17.35%
CAG
1794
Csenge Advisory Group
Florida
$696M +$316M +83% 18.3% 66.3% 427 43.56%
VVM
1795
Versant Venture Management
California
$696M +$331M +91% 63.3% 409% 12 25%
WP
1796
WealthSource Partners
California
$695M +$60.6M +10% 15.4% 16.8% 398 26.38%
MC
1797
Middleton & Co
Massachusetts
$694M +$123M +21% 24.3% 69.7% 146 7.53%
GIM
1798
Grassi Investment Management
California
$694M +$122M +21% 19.9% 170% 134 23.13%
EK
1799
Evensky & Katz
Florida
$693M +$56.7M +9% 18.8% 57.1% 103 16.5%
YIA
1800
YHB Investment Advisors
Connecticut
$693M +$113M +19% 21.7% 85.7% 179 8.94%