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
CCM
1851
Context Capital Management
California
$979M -$99.9M -9% 0.36% 3.38% 613 38.17%
IFG
1852
Independent Financial Group
California
$979M +$35.3M +4% 0.42% 138% 773 18.37%
LNWTC
1853
Laird Norton Wetherby Trust Company
Washington
$978M +$20.2M +2% 0.82% 70.2% 191 14.14%
ZB
1854
Zions Bancorporation
Utah
$978M -$23.9M -2% 0.66% 22.9% 1,085 10.78%
CNAM
1855
Campbell Newman Asset Management
Wisconsin
$978M -$41.7M -4% 0.13% 108% 120 4.17%
EI
1856
Ethic Inc
New York
$977M +$152M +18% 1% 130% 663 23.08%
TCBWMS
1857
Texas Capital Bank Wealth Management Services
Texas
$977M +$178M +22% 0.18% 68.2% 156 16.03%
TCM
1858
Twin Capital Management
Pennsylvania
$976M -$109M -10% 0.87% 101% 323 20.43%
FIB
1859
First Interstate Bank
Montana
$975M +$24.8M +3% 1.93% 48.2% 112 3.57%
FBA
1860
Front Barnett Associates
Illinois
$975M -$7.01M -0.7% 0.97% 40.5% 118 1.69%
JWA
1861
JFS Wealth Advisors
Pennsylvania
$974M +$305M +45% 1.3% 54.8% 856 31.19%
PFC
1862
Poplar Forest Capital
California
$974M -$44M -4% 0.99% 30% 91 10.99%
EAM
1863
Evanson Asset Management
California
$974M +$12.5M +1% 0.57% 66.6% 291 9.62%
CCFCSB
1864
Cape Cod Five Cents Savings Bank
Massachusetts
$974M +$5.12M +0.5% 0.97% 49.8% 182 3.3%
NWM
1865
Nicola Wealth Management
British Columbia, Canada
$972M -$3.43M -0.4% 1.44% 48.3% 121 9.92%
MAM
1866
Myriad Asset Management
Hong Kong
$972M -$370M -28% 1.29% 149% 204 55.88%
VWA
1867
Visionary Wealth Advisors
Illinois
$971M -$23.6M -2% 0.68% 57.5% 358 20.39%
DIC
1868
Deer IX & Co
New York
$971M -$134M -12% 31.9% 7 71.43%
BCP
1869
BSN Capital Partners
United Kingdom
$971M +$473M +95% 2.73% 5 80%
MIAS
1870
Mason Investment Advisory Services
Virginia
$969M -$20.2M -2% 2.86% 48.2% 99 10.1%
KI
1871
Koch Industries
Kansas
$968M +$719M +289% 4.21% 56.9% 10 40%
ECG
1872
EPIQ Capital Group
California
$968M +$10.4M +1% 17.6% 6.25% 66 21.21%
LNB
1873
Ledyard National Bank
$967M -$9.61M -1% 0.31% 69.8% 244 5.33%
GC
1874
Garde Capital
Washington
$967M -$200K -0% 1.22% 51.5% 287 8.01%
SGAM
1875
Stephens Group Asset Management
Arkansas
$967M -$428K -0% 0.79% 48.3% 24 4.17%