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)
LBMC Investment Advisors
1876
LBMC Investment Advisors
Tennessee
$579M +$10M +2% 3.88% 52.8% 81 9.88% 2.7
First Merchants Corp
1877
First Merchants Corp
Indiana
$579M +$217M +60% 4.41% 55.6% 222 36.94% 2.2
Bardin Hill Management Partners
1878
Bardin Hill Management Partners
New York
$577M +$143M +33% 6.2% 214% 37 51.35% 0.3
Pier Capital
1879
Pier Capital
Connecticut
$577M -$2.68M -0.5% 13.5% 223% 144 45.14% 0.6
Foyston, Gordon, & Payne
1880
Foyston, Gordon, & Payne
Ontario, Canada
$576M +$112M +24% 1.05% 57.2% 67 10.45% 2.7
Sonora Investment Management
1881
Sonora Investment Management
Arizona
$576M +$46.3M +9% 2.2% 32.8% 1,352 34.76% 1.1
RTW Investments
1882
RTW Investments
New York
$574M +$100M +21% 30.3% 467% 31 22.58% 1.4
Fulton Breakefield Broenniman
1883
Fulton Breakefield Broenniman
Maryland
$574M +$13.7M +2% 3.49% 68% 114 5.26% 3
ACG Wealth
1884
ACG Wealth
Georgia
$574M -$34.6M -6% 5.4% 45.5% 343 21.28% 2
Coastline Trust
1885
Coastline Trust
Rhode Island
$573M +$21.8M +4% 3.31% 106% 303 7.26% 3.1
Hilton Capital Management
1886
Hilton Capital Management
New York
$573M +$36M +7% 2.93% 58.2% 138 17.39% 1.4
AIC
1887
AWM Investment Company
New York
$573M +$7.04M +1% 13% 778% 105 27.62% 1.5
Thomas White International
1888
Thomas White International
Illinois
$572M -$8.59M -1% 5.76% 34.9% 276 21.01% 1.8
Solus Alternative Asset Management
1889
Solus Alternative Asset Management
New Jersey
$572M +$35.3M +7% 6.62% 79.3% 13 15.38% 1.1
CC
1890
Cornerstone Capital
California
$572M +$45.9M +9% 4.98% 91.2% 87 16.09% 3.2
Doyle Wealth Management
1891
Doyle Wealth Management
Florida
$571M +$31.3M +6% 4.7% 32.3% 156 11.54% 0.4
Foster Dykema Cabot & Co
1892
Foster Dykema Cabot & Co
Massachusetts
$570M +$12.1M +2% 4.64% 34% 107 14.02% 2.9
Parus Finance (UK)
1893
Parus Finance (UK)
United Kingdom
$570M +$4.68M +0.8% 7.08% 199% 16 0% 2
Berkshire Partners
1894
Berkshire Partners
Massachusetts
$569M +$41M +8% 3.86% 79% 2 0% 2.3
PFMOSF
1895
Philadelphia Financial Management of San Francisco
California
$569M +$11.8M +2% 1.47% 209% 48 56.25% 0.7
Front Barnett Associates
1896
Front Barnett Associates
Illinois
$569M +$20.2M +4% 4.92% 40.5% 125 2.4% 3.5
Novare Capital Management
1897
Novare Capital Management
North Carolina
$568M +$124M +28% 3.15% 76.5% 161 29.19% 2
Cormorant Asset Management
1898
Cormorant Asset Management
Massachusetts
$566M -$36.9M -6% 38.6% 3,977% 76 39.47% 1.5
WDA
1899
Wendell David Associates
New Hampshire
$566M +$35.2M +7% 3.75% 46% 160 13.13% 3.3
Kentucky Retirement Systems Insurance Trust Fund
1900
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$565M +$2.61M +0.5% 4.72% 115% 475 5.26% 3.4