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)
City of London Investment Management
1926
City of London Investment Management
United Kingdom
$1.15B -$17.7M -2% 5.91% 102% 102 24.51% 3.4
Blue Chip Partners
1927
Blue Chip Partners
Michigan
$1.15B +$68.8M +6% 5.87% 81.2% 205 11.71% 4.4
Edgemoor Investment Advisors
1928
Edgemoor Investment Advisors
Maryland
$1.15B +$75.4M +7% 8.34% 109% 167 4.79% 5.2
Oak Ridge Investments
1929
Oak Ridge Investments
Illinois
$1.15B +$97.2M +9% 5.74% 208% 166 20.48% 3.7
Uniplan Investment Counsel
1930
Uniplan Investment Counsel
Wisconsin
$1.15B +$46.3M +4% 13.2% 70.5% 127 14.96% 2.8
Beaird Harris Wealth Management
1931
Beaird Harris Wealth Management
Texas
$1.14B +$82.4M +8% 5.58% 41.3% 729 34.57% 1.7
American Assets Investment Management
1932
American Assets Investment Management
California
$1.14B +$74M +7% 7.79% 507% 163 3.07% 6
Sheaff Brock Investment Advisors
1933
Sheaff Brock Investment Advisors
Indiana
$1.14B +$64.8M +6% 7.59% 61.9% 484 11.98% 5
Weatherly Asset Management
1934
Weatherly Asset Management
California
$1.14B +$49M +4% 3.61% 116% 187 13.9% 7.2
Eagle Ridge Investment Management
1935
Eagle Ridge Investment Management
Connecticut
$1.14B +$59.4M +5% 7.52% 28.2% 149 11.41% 5.2
Irenic Capital Management
1936
Irenic Capital Management
New York
$1.14B +$321M +39% 9.01% 93.6% 25 36% 0.7
AH Capital Management
1937
AH Capital Management
California
$1.14B -$34.5M -3% 16.3% – 14 14.29% 0.7
SPC Financial Inc
1938
SPC Financial Inc
Maryland
$1.14B +$54.8M +5% 7.24% 65.1% 262 11.07% 3.9
Wealthquest
1939
Wealthquest
Ohio
$1.14B +$197M +21% 5.11% 52.1% 143 23.08% 4.1
QV Investors
1940
QV Investors
Alberta, Canada
$1.13B +$67.5M +6% 9.81% 68.3% 65 1.54% 4.3
Regal Partners
1941
Regal Partners
Australia
$1.13B +$166M +17% 8.2% 146% 56 32.14% 0.9
Syon Capital
1942
Syon Capital
California
$1.13B +$42.9M +4% 6.81% 74% 487 12.94% 0.8
Vicus Capital
1943
Vicus Capital
Pennsylvania
$1.13B +$24.2M +2% 5.98% 59.6% 298 31.54% 3.5
Lindbrook Capital
1944
Lindbrook Capital
California
$1.13B +$64.3M +6% 5.57% 35.8% 2,955 10.96% 3.2
PDT Partners
1945
PDT Partners
New York
$1.13B +$72.2M +7% 9.85% 211% 858 41.03% 0.7
Ally Invest Advisors
1946
Ally Invest Advisors
North Carolina
$1.13B +$87.7M +8% 5.86% 41.1% 67 1.49% 2.3
Redwood Investment Management
1947
Redwood Investment Management
Arizona
$1.13B -$29.7M -3% 8.31% 62.5% 347 15.85% 1.3
BTC Capital Management
1948
BTC Capital Management
Iowa
$1.12B +$47.6M +4% 6.06% – 220 9.09% 4.7
AlphaQuest
1949
AlphaQuest
New York
$1.12B +$387M +52% 9.05% – 2,036 32.37% 0.4
Campbell Wealth Management
1950
Campbell Wealth Management
Virginia
$1.12B +$813M +262% 5.04% 11.2% 86 60.47% 1.3