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)
WDA
1801
Wendell David Associates
New Hampshire
$509M -$5.53M -1% 2.52% 46% 147 4.76% 2.6
SAS
1802
Sarbit Advisory Services
Manitoba, Canada
$509M -$81.2M -14% 0.11% 29.3% 19 31.58% 1.1
NPPM
1803
North Point Portfolio Managers
Ohio
$508M -$11.4M -2% 1.49% 72.8% 86 11.63% 2.3
JVBC
1804
J.V. Bruni & Co
Colorado
$507M -$20.6M -4% 1.96% 97.9% 34 14.71% 2.2
FM
1805
Foster & Motley
Ohio
$506M +$12.6M +3% 3.03% 68.8% 173 9.25% 2.2
PWM
1806
Patriot Wealth Management
Texas
$506M +$11.1M +2% 2.3% 24.3% 74 13.51% 2.1
Balentine LLC
1807
Balentine LLC
Georgia
$506M +$112M +28% 2.07% 59.8% 476 34.45% 0.7
FCM
1808
FJ Capital Management
Virginia
$504M -$4.8M -0.9% 2.49% 97.9% 90 16.67% 1.7
CEI
1809
Clark Estates Inc
New York
$504M -$18.4M -4% 2.76% 34.5% 125 24.8% 1.5
CC
1810
Clearline Capital
New York
$504M +$106M +27% 2.92% 57.4% 66 65.15% 0.4
BM
1811
Brandywine Managers
Delaware
$503M +$10.3M +2% 2.35% 96.3% 3 0% 1.3
HIP
1812
Hengistbury Investment Partners
United Kingdom
$503M +$8.93M +2% 0.43% 108% 8 25% 0.8
RBF Capital
1813
RBF Capital
California
$503M -$19M -4% 3.31% 147% 395 17.72% 1.8
CAM
1814
Cypress Asset Management
Texas
$503M +$10.9M +2% 5.2% 141% 214 15.42% 2.1
CC
1815
Colrain Capital
Massachusetts
$501M -$73.6M -13% 0.25% – 91 18.68% 2.1
CC
1816
Courier Capital
New York
$501M +$20.5M +4% 2.47% 69.4% 287 7.67% 2.3
OC
1817
Oakmont Corp
California
$500M -$95.4M -16% 2.44% 70.2% 21 28.57% 1.6
BRWA
1818
B. Riley Wealth Advisors
Florida
$499M +$67.1M +16% 3.13% 118% 666 23.87% 1.5
RMC
1819
Regis Management Company
California
$499M +$43.3M +9% 3.08% 5.33% 78 12.82% 1.6
LIA
1820
LBMC Investment Advisors
Tennessee
$499M +$15M +3% 2.72% 52.8% 70 10% 2.2
SFS
1821
Strategic Financial Services
New York
$499M +$68.2M +16% 3.04% 58.7% 101 11.88% 2.3
HHAA
1822
Henry H. Armstrong Associates
Pennsylvania
$498M +$14.1M +3% 1.8% 70% 48 6.25% 2.1
AR
1823
Argyll Research
Delaware
$497M +$77.6M +18% 18.1% 0.8% 6 16.67% 1.7
Capital Analysts LLC
1824
Capital Analysts LLC
Pennsylvania
$497M -$1.15M -0.2% 2.29% 51.3% 406 25.12% 1.9
TCSAM
1825
Tyrus Capital S.A.M.
Monaco
$497M -$90.8M -15% 12% – 57 85.96% 0.1