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
CWM
1851
Circle Wealth Management
New Jersey
$513M -$64.8M -11% 20% 61.1% 222 28.38%
DTL
1852
Dynamic Technology Lab
Singapore
$513M -$111M -18% 31% 21.7% 1,523 75.44%
CIC
1853
Cornercap Investment Counsel
Georgia
$512M -$230M -31% 28.1% 55.4% 500 40.6%
VC
1854
Vestor Capital
Illinois
$512M -$148M -22% 15.8% 186% 171 26.9%
VAS
1855
Vestmark Advisory Solutions
Massachusetts
$512M +$24.2M +5% 17.4% 60.7% 491 53.56%
SFG
1856
Sather Financial Group
Texas
$511M -$127M -20% 21.1% 61.5% 88 35.23%
IAN
1857
Integrated Advisors Network
Texas
$511M -$230M -31% 13.4% 83% 470 31.49%
JHP
1858
James Hambro & Partners
United Kingdom
$511M -$79M -13% 12.8% 79.2% 58 24.14%
HIC
1859
Harvey Investment Company
Kentucky
$510M -$138M -21% 19.2% 48.4% 89 10.11%
FCM
1860
Fairholme Capital Management
Florida
$510M -$17.5M -3% 16.8% 55.5% 7 57.14%
FG
1861
Fiduciary Group
Georgia
$510M -$117M -19% 14.8% 57.4% 201 13.43%
SCP
1862
Steamboat Capital Partners
New York
$509M +$156M +44% 25.8% 189% 56 46.43%
SC
1863
Sasco Capital
Connecticut
$509M -$219M -30% 30.3% 15.5% 47 10.64%
CCMD
1864
Cypress Capital Management (Delaware)
Delaware
$509M -$143M -22% 19.5% 25.6% 172 13.37%
AWA
1865
Arete Wealth Advisors
Illinois
$508M -$67.5M -12% 14% 63.9% 432 30.56%
MHIC
1866
Marble Harbor Investment Counsel
Massachusetts
$508M -$125M -20% 17.7% 55.1% 171 18.71%
TCM
1867
Tensile Capital Management
California
$508M -$273M -35% 22.1% 33.8% 24 25%
AWM
1868
Avior Wealth Management
Nebraska
$507M -$116M -19% 18.5% 66% 945 20.74%
FS
1869
Feinberg Stephen
$506M -$308M -38% 20.9% 54.3% 3 0%
BJ
1870
Brouwer & Janachowski
California
$506M -$97.5M -16% 12.2% 41.8% 51 9.8%
LSGA
1871
Lone Star Global Acquisitions
Bermuda
$506M -$409M -45% 47.7% 380% 2 0%
RC
1872
Randolph Company
Ohio
$504M -$144M -22% 16% 120% 49 51.02%
PFM
1873
Phillips Financial Management
Indiana
$504M -$106M -17% 15.8% 33.6% 85 11.76%
RP
1874
RR Partners
New York
$504M -$367M -42% 38.5% 73.3% 20 5%
FBFS
1875
First Business Financial Services
Wisconsin
$502M -$130M -21% 19.2% 74% 132 18.94%