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
SFG
1851
Sage Financial Group
Pennsylvania
$821M +$90.6M +12% 7.17% 62% 99 16.16%
RCG
1852
Rock Creek Group
District of Columbia
$820M +$58.2M +8% 9.78% 34.9% 186 19.89%
ICM
1853
III Capital Management
Florida
$820M -$223M -21% 0.27% 12.2% 153 24.18%
JIP
1854
Jaffetilchin Investment Partners
Florida
$819M +$39.9M +5% 5.68% 78.5% 371 23.72%
AL
1855
Arnhold LLC
New York
$818M +$73.1M +10% 10.4% 156% 141 13.48%
PCM
1856
Philosophy Capital Management
California
$818M -$168M -17% 8.83% 41.4% 37 45.95%
SGCIA
1857
Smith Graham & Co Investment Advisors
Texas
$817M +$65.1M +9% 12% 56.9% 142 4.23%
QOP
1858
Quinn Opportunity Partners
Virginia
$817M -$62.1M -7% 7.49% 67.2% 213 23.47%
BA
1859
Bristlecone Advisors
Washington
$816M +$49.8M +6% 5.94% 103% 260 10.77%
MCM
1860
MKP Capital Management
New York
$815M +$469M +135% 8.99% 57.5% 16 81.25%
CTA
1861
Colonial Trust Advisors
South Carolina
$815M +$76.8M +10% 9.8% 68.3% 917 73.06%
LFS
1862
Lutz Financial Services
Nebraska
$814M +$82.2M +11% 6.99% 28.7% 78 12.82%
WAS
1863
Wesleyan Assurance Society
United Kingdom
$814M +$163M +25% 16.3% 102% 101 1.98%
WDA
1864
Wendell David Associates
New Hampshire
$814M +$70.4M +9% 11.6% 46% 149 4.7%
VCA
1865
Verdence Capital Advisors
Maryland
$813M +$88.1M +12% 11.9% 75.2% 563 19.89%
MTIM
1866
Marathon Trading Investment Management
Pennsylvania
$813M -$212M -21% 5.12% 106% 367 46.59%
BTWM
1867
Baker Tilly Wealth Management
Wisconsin
$812M +$78.2M +11% 8.51% 83.6% 575 17.91%
LC
1868
Lindbrook Capital
California
$812M +$219M +37% 9.56% 35.8% 3,095 15.57%
NC
1869
Northcape Capital
Australia
$811M +$30.9M +4% 8.75% 26 7.69%
DG
1870
Discerene Group
Connecticut
$810M +$132M +19% 24% 70.3% 14 0%
CC
1871
Callan Capital
California
$810M +$195M +32% 10.2% 20.1% 195 38.46%
HCM
1872
Hollencrest Capital Management
California
$809M +$16.9M +2% 6.64% 72% 1,194 77.47%
HMC
1873
Harvard Management Company
Massachusetts
$807M +$2.88M +0.4% 4.96% 156% 47 2.13%
HHAA
1874
Henry H. Armstrong Associates
Pennsylvania
$807M +$68.7M +9% 11% 49.3% 64 9.38%
CWM
1875
Cahaba Wealth Management
Georgia
$806M +$82.8M +11% 6.69% 36.7% 148 14.19%