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)
BFO
1776
Boston Family Office
Massachusetts
$1.58B +$6M +0.4% 2.64% 53.4% 323 12.38% 6.7
DDD Partners
1777
DDD Partners
Washington
$1.57B -$2.85M -0.2% 0.1% 62.1% 144 20.14% 2.5
Impactive Capital
1778
Impactive Capital
New York
$1.57B -$509M -24% 6.48% 25% 9 11.11% 3
Aureus Asset Management
1779
Aureus Asset Management
Massachusetts
$1.57B +$34.1M +2% 4.19% 93.9% 218 16.51% 4.8
WealthPlan Investment Management
1780
WealthPlan Investment Management
Nebraska
$1.57B +$61.5M +4% 2.61% 74.2% 392 18.62% 1.6
HITE Hedge Asset Management
1781
HITE Hedge Asset Management
Massachusetts
$1.57B -$275M -15% 0.76% 54.4% 161 53.42% 0.8
GAM Holding
1782
GAM Holding
Switzerland
$1.57B -$51M -3% 4.02% 130% 347 35.16% 2.2
KCM
1783
Kynam Capital Management
New Jersey
$1.57B +$222M +17% 55.7% 320% 41 24.39% 1.7
Baldwin Wealth Partners
1784
Baldwin Wealth Partners
Massachusetts
$1.56B +$28.6M +2% 3.87% 94.5% 252 11.51% 6.7
Alaska Permanent Fund
1785
Alaska Permanent Fund
Alaska
$1.56B -$106M -6% 2.51% 69.2% 7 14.29% 5
Valley Wealth Managers
1786
Valley Wealth Managers
New Jersey
$1.56B +$47.9M +3% 3.21% 118% 372 20.43% 3.7
Rheos Capital Works
1787
Rheos Capital Works
Japan
$1.56B -$227M -13% 1.03% 220% 81 40.74% 1.2
1900 Wealth Management
1788
1900 Wealth Management
Texas
$1.56B +$83.6M +6% 1.81% 61% 251 11.16% 3.4
Hill Path Capital
1789
Hill Path Capital
New York
$1.55B -$486M -24% 19.5% 5.23% 8 12.5% 4
Koshinski Asset Management
1790
Koshinski Asset Management
Illinois
$1.55B +$64.5M +4% 2.38% 82.9% 755 10.86% 3.1
Phillips Financial Management
1791
Phillips Financial Management
Indiana
$1.55B +$35.9M +2% 1.71% 45.6% 327 12.84% 4.1
Cramer Rosenthal McGlynn
1792
Cramer Rosenthal McGlynn
Connecticut
$1.55B -$54.4M -3% 8.07% 113% 104 25% 2.5
NBT Bank
1793
NBT Bank
New York
$1.55B +$13.4M +0.9% 3.21% 77% 857 10.04% 3.6
FAS Wealth Partners
1794
FAS Wealth Partners
Kansas
$1.55B +$71M +5% 2.37% 72.3% 532 15.98% 4.6
Vivo Capital
1795
Vivo Capital
California
$1.55B +$304M +24% 146% 7,491% 54 25.93% 1.8
Kentucky Retirement Systems Insurance Trust Fund
1796
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.55B +$32.1M +2% 3.85% 115% 498 1.2% 6.9
Avalon Trust
1797
Avalon Trust
New Mexico
$1.55B +$6.01M +0.4% 3.45% 118% 634 35.65% 1.7
Long Corridor Asset Management
1798
Long Corridor Asset Management
Hong Kong
$1.54B +$1.3B +531% 0.2% 73.6% 25 28% 1.1
Bridgewater Advisors
1799
Bridgewater Advisors
New York
$1.54B +$101M +7% 3.29% 61% 470 12.34% 1.6
Avestar Capital
1800
Avestar Capital
New York
$1.54B +$15.8M +1% 4.67% 112% 519 14.26% 2.5