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)
Matrix Asset Advisors
1801
Matrix Asset Advisors
New York
$569M -$21M -4% 2.62% 84.9% 76 13.16% 3.1
Courier Capital
1802
Courier Capital
New York
$568M +$43.9M +8% 5.19% 70.8% 279 10.04% 2.8
Steel Grove Capital Advisors
1803
Steel Grove Capital Advisors
Tennessee
$567M +$67M +13% 3.29% 106% 297 22.22% 1.4
Franklin Street Advisors
1804
Franklin Street Advisors
North Carolina
$567M -$296K -0.1% 6.35% 130% 199 20.6% 2.5
Antipodes Partners
1805
Antipodes Partners
Australia
$565M +$121M +27% 6.36% 96.4% 24 25% 0.2
Capital Investment Services of America
1806
Capital Investment Services of America
Wisconsin
$565M +$35.4M +7% 7.44% 50.7% 70 2.86% 2.8
Financial Architects (New Jersey)
1807
Financial Architects (New Jersey)
New Jersey
$564M +$138M +33% 4.21% 31.3% 1,695 22.3% 0.9
Granite Investment Advisors
1808
Granite Investment Advisors
New Hampshire
$562M +$73.8M +15% 3.47% 55.6% 132 10.61% 2.5
Windward Capital Management
1809
Windward Capital Management
California
$562M +$37.6M +7% 8.78% 78.5% 91 13.19% 2.6
Virtus ETF Advisers
1810
Virtus ETF Advisers
New York
$562M +$227M +68% 4.96% 177% 194 22.16% 0.8
Dragoneer Investment Group
1811
Dragoneer Investment Group
California
$561M +$138M +33% 14.7% 77.3% 25 32% 0.9
CCMP Capital
1812
CCMP Capital
New York
$560M -$211M -27% 0.11% 12.3% 2 50% 1.8
MG
1813
Meditor Group
Bermuda
$559M +$154M +38% 34.4% 41.1% 8 50% 1.3
LBMC Investment Advisors
1814
LBMC Investment Advisors
Tennessee
$559M +$24.9M +5% 4.53% 52.8% 78 10.26% 2.5
Carret Asset Management
1815
Carret Asset Management
New York
$557M +$29.5M +6% 6.65% 94.4% 251 5.58% 3
Laird Norton Wetherby Wealth Management
1816
Laird Norton Wetherby Wealth Management
California
$556M +$45.5M +9% 7.11% – 579 13.64% 2.5
IR
1817
IAT Reinsurance
New York
$556M -$24.6M -4% 7.12% 60.2% 139 44.6% 1.2
North Point Portfolio Managers
1818
North Point Portfolio Managers
Ohio
$556M +$26.2M +5% 4.9% 72.8% 87 8.05% 2.7
Tekne Capital Management
1819
Tekne Capital Management
New York
$555M +$147M +36% 14.2% 516% 20 15% 1
Prospera Financial Services
1820
Prospera Financial Services
Texas
$555M +$44.4M +9% 4.83% 97.4% 430 23.02% 1.8
CA
1821
Cornerstone Advisors
North Carolina
$554M +$12.2M +2% 6.19% 108% 278 36.69% 1.2
Osborn Williams & Donohoe
1822
Osborn Williams & Donohoe
Ohio
$554M +$21.4M +4% 4.9% 23.7% 225 7.11% 2.9
Foster Dykema Cabot & Co
1823
Foster Dykema Cabot & Co
Massachusetts
$550M +$18.7M +4% 4.78% 34% 111 7.21% 2.3
Strategic Financial Services
1824
Strategic Financial Services
New York
$550M +$29M +6% 5.57% 58.7% 116 6.03% 2.5
Godsey & Gibb Inc
1825
Godsey & Gibb Inc
Virginia
$550M +$10.6M +2% 3.65% 87.5% 51 0% 3.2