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
WP
1801
WealthSource Partners
California
$667M +$32.8M +5% 1.12% 16.8% 482 19.09%
PIM
1802
Provident Investment Management
Michigan
$667M -$7.63M -1% 2.27% 69.5% 59 13.56%
GIM
1803
Grassi Investment Management
California
$667M -$10.4M -2% 0.62% 170% 128 14.84%
CIM
1804
Cambria Investment Management
California
$667M +$16.5M +3% 1.72% 72% 239 15.48%
BFIM
1805
Beese Fulmer Investment Management
Ohio
$666M +$138M +26% 2.51% 113% 216 20.83%
MCM
1806
Murphy Capital Management
New Jersey
$665M -$4.57M -0.7% 1.35% 41.6% 243 6.17%
NFA
1807
Nationwide Fund Advisors
Ohio
$665M -$122M -15% 1.2% 28.3% 6 16.67%
CS
1808
Central Securities
New York
$665M +$8.98M +1% 2.17% 90.2% 35 2.86%
MPAM
1809
Monarch Partners Asset Management
Massachusetts
$665M -$32M -5% 0.82% 136% 202 36.14%
BWP
1810
Baldwin Wealth Partners
Massachusetts
$664M -$14.3M -2% 2.38% 85.9% 553 11.03%
OSIA
1811
O'Shares Investment Advisers
Massachusetts
$664M +$39.3M +6% 1.45% 71.8% 428 42.52%
KDAM
1812
KLS Diversified Asset Management
New York
$664M -$255M -28% 23.9% 156% 21 52.38%
FLAM
1813
First Light Asset Management
Minnesota
$662M -$58.7M -8% 4.94% 364% 81 22.22%
CI
1814
Capital International
California
$661M +$240M +57% 1.08% 147% 147 14.29%
EWM
1815
Executive Wealth Management
Michigan
$660M -$47.3M -7% 1.82% 18.4% 937 86.23%
NAS
1816
Nicolet Advisory Services
Wisconsin
$659M +$4.27M +0.7% 0.79% 62.7% 170 8.24%
GAM
1817
Guinness Asset Management
United Kingdom
$659M +$42.8M +7% 0.45% 73.9% 106 4.72%
LIA
1818
LBMC Investment Advisors
Tennessee
$659M -$1.88M -0.3% 0.12% 52.8% 104 10.58%
BAM
1819
Blueshift Asset Management
New Jersey
$658M -$103M -14% 2.34% 38.8% 1,074 72.44%
AH
1820
Allen Holding
New York
$657M +$603K +0.1% 3.1% 135% 12 25%
GC
1821
Gobi Capital
California
$657M +$155M +31% 2.22% 93.7% 12 33.33%
FM
1822
Forward Management
California
$657M +$90.8M +16% 1.65% 36.9% 52 9.62%
GGI
1823
Godsey & Gibb Inc
Virginia
$656M -$37.7M -5% 1.58% 78.9% 97 15.46%
BP
1824
BBR Partners
New York
$656M +$30.6M +5% 4.69% 63.4% 143 20.98%
PAM
1825
Palisade Asset Management
Minnesota
$656M +$11.8M +2% 2.64% 61.8% 174 5.75%