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
BFA
1926
Beaumont Financial Advisors
Massachusetts
$1.57B +$116M +8% 14.7% 80.6% 403 13.4%
IEFM
1927
IQ EQ Fund Management
Ireland
$1.57B +$251M +19% 27.8% 109% 313 15.02%
AIM
1928
Avity Investment Management
Connecticut
$1.57B +$194M +14% 23.5% 104% 124 12.9%
SCA
1929
Stonebridge Capital Advisors
Minnesota
$1.56B +$135M +9% 16.3% 80.1% 226 11.5%
EFG
1930
Everhart Financial Group
Ohio
$1.56B +$389M +33% 21% 113% 517 17.21%
DAM
1931
Dorsey Asset Management
Illinois
$1.56B +$306M +24% 17.1% 122% 11 0%
YIA
1932
YHB Investment Advisors
Connecticut
$1.56B +$166M +12% 16.1% 85.7% 326 12.27%
MSFS
1933
Main Street Financial Solutions
Pennsylvania
$1.56B +$187M +14% 10.6% 75.4% 676 21.75%
PEGL
1934
P/E Global LLC
Massachusetts
$1.56B +$290M +23% 13.7% 40.8% 8 12.5%
HRES
1935
Heitman Real Estate Securities
Illinois
$1.56B +$167M +12% 12.8% 48.3% 63 19.05%
HAM
1936
HoldCo Asset Management
Florida
$1.56B +$214M +16% 15.7% 30 6.67%
PTC
1937
Philadelphia Trust Company
Pennsylvania
$1.56B +$141M +10% 19.1% 162% 280 9.29%
HR
1938
Hardy Reed
Mississippi
$1.56B +$187M +14% 13.7% 69.7% 271 17.34%
FFM
1939
Fullerton Fund Management
Singapore
$1.56B +$308M +25% 34.6% 412% 164 51.22%
SC
1940
Shay Capital
New York
$1.56B +$358M +30% 23.6% 167% 683 60.47%
CCFM
1941
Clear Creek Financial Management
Washington
$1.56B +$250M +19% 20.3% 81% 690 18.7%
CIEC
1942
Crédit Industriel et Commercial
France
$1.55B +$271M +21% 12.3% 414 34.3%
PAMJ
1943
Parvus Asset Management Jersey
Jersey
$1.55B +$368M +31% 0.22% 1 0%
CPA
1944
Capital Performance Advisors
California
$1.55B +$55M +4% 12.5% 71% 497 42.86%
DFCM
1945
Dark Forest Capital Management
Puerto Rico
$1.55B +$423M +38% 13.4% 63% 1,090 58.44%
VC
1946
Vicus Capital
Pennsylvania
$1.55B +$189M +14% 12.7% 59.6% 278 13.67%
CAM
1947
Cozad Asset Management
Illinois
$1.55B +$275M +22% 30.1% 132% 462 10.82%
BFG
1948
Bouchey Financial Group
New York
$1.55B +$185M +14% 21.7% 66.7% 203 20.69%
FHC
1949
First Heartland Consultants
Missouri
$1.55B +$240M +18% 12.8% 55.2% 609 17.41%
NRS
1950
Neville Rodie & Shaw
New York
$1.55B +$169M +12% 22.4% 115% 254 7.48%