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
VPI
1776
Value Partners Investments
Manitoba, Canada
$1.22B -$29.4M -2% 1.34% 33.9% 82 6.1%
PHAM
1777
Pacific Heights Asset Management
California
$1.22B +$54.6M +5% 15.7% 181% 74 2.7%
PFM
1778
Phillips Financial Management
Indiana
$1.22B +$69.9M +6% 4.89% 41.8% 270 9.26%
TCM
1779
Tributary Capital Management
Nebraska
$1.22B +$33.1M +3% 4.74% 82.3% 214 25.23%
THLTP
1780
Thomas H. Lee (THL) Partners
Massachusetts
$1.22B +$179M +17% 20% 37.2% 2 0%
AT
1781
Avalon Trust
New Mexico
$1.22B +$125M +11% 9.42% 118% 351 9.69%
R
1782
Rebalance
California
$1.22B +$69.5M +6% 4.64% 43.3% 88 0%
USGIU
1783
U.S. Global Investors (USGI)
Texas
$1.22B -$271M -18% 11.6% 119% 175 36%
FC
1784
FORA Capital
Florida
$1.21B +$50.9M +4% 12.3% 162% 608 67.93%
TNB
1785
Thomasville National Bank
Georgia
$1.21B +$87.6M +8% 9.1% 243 5.76%
AHC
1786
Adell Harriman & Carpenter
Texas
$1.21B +$134M +12% 14.9% 176% 168 6.55%
BFG
1787
Berger Financial Group
Minnesota
$1.21B +$249M +26% 6.44% 59.9% 375 22.4%
COLIM
1788
City of London Investment Management
United Kingdom
$1.21B -$10.3M -0.8% 3.27% 102% 114 14.91%
BFA
1789
Beaumont Financial Advisors
Massachusetts
$1.21B +$117M +11% 10% 80.6% 373 11.26%
GCP
1790
Greenoaks Capital Partners
California
$1.21B +$353M +41% 40% 311% 15 6.67%
SRC
1791
Shufro Rose & Co
New York
$1.21B +$158M +15% 7.08% 68.1% 345 19.13%
VC
1792
Voss Capital
Texas
$1.21B +$183M +18% 13.2% 78.4% 43 30.23%
ACP
1793
Atalan Capital Partners
New York
$1.21B +$74.2M +7% 10.2% 319% 11 18.18%
VPC
1794
Vestal Point Capital
New York
$1.21B +$265M +28% 12.1% 77 62.34%
DCM
1795
Dupont Capital Management
Delaware
$1.21B +$63.9M +6% 15.9% 137% 173 14.45%
AIM
1796
Avity Investment Management
Connecticut
$1.21B +$92.1M +8% 10.1% 104% 116 10.34%
MSE
1797
MUFG Securities EMEA
United Kingdom
$1.21B -$492M -29% 7.72% 114% 110 39.09%
LC
1798
L1 Capital
Australia
$1.2B +$139M +13% 15.1% 127% 16 62.5%
CWP
1799
Cyndeo Wealth Partners
Florida
$1.2B +$122M +11% 9.5% 83.8% 403 14.64%
BPIM
1800
Brant Point Investment Management
New York
$1.2B -$29.1M -2% 18.5% 169% 132 44.7%