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
FVWA
1951
Foster Victor Wealth Advisors
South Carolina
$977M +$119M +14% 9.45% 68.9% 178 14.04%
SC
1952
Syon Capital
California
$977M +$173M +22% 8.33% 74% 469 26.44%
MIM
1953
Marco Investment Management
Georgia
$976M +$107M +12% 13% 127% 210 10.48%
SAM
1954
SP Asset Management
California
$976M +$85.8M +10% 12.9% 92.4% 122 10.66%
JCM
1955
Jacobi Capital Management
Pennsylvania
$975M +$90.4M +10% 9.96% 76.6% 474 10.97%
TCM
1956
Traynor Capital Management
Pennsylvania
$973M +$175M +22% 16.5% 225% 269 24.91%
WP
1957
WealthPLAN Partners
Nebraska
$973M +$112M +13% 9.19% 61.3% 348 17.53%
APC
1958
Alta Park Capital
California
$973M +$165M +20% 26.9% 1,071% 45 46.67%
LNB
1959
Ledyard National Bank
$972M +$93.3M +11% 10.2% 69.8% 211 9.48%
GCL
1960
Glazer Capital LLC
New York
$971M -$565M -37% 14.3% 323% 218 56.42%
AAIM
1961
American Assets Investment Management
California
$969M +$73.2M +8% 9.93% 507% 177 7.34%
EFS
1962
Essex Financial Services
Connecticut
$967M +$104M +12% 9.57% 87.7% 526 13.69%
GCM
1963
Ghisallo Capital Management
Massachusetts
$967M -$11.3M -1% 13.2% 122% 180 68.33%
SVCF
1964
Silicon Valley Community Foundation
California
$967M +$142M +17% 21.1% 309% 19 5.26%
FTS
1965
Fifth Third Securities
Ohio
$966M +$71.4M +8% 9.91% 58.9% 228 10.09%
KGI
1966
Kopernik Global Investors
Florida
$966M +$104M +12% 14.3% 128% 37 16.22%
BFIM
1967
Beese Fulmer Investment Management
Ohio
$966M +$78.5M +9% 10.3% 113% 227 4.85%
BFG
1968
Berger Financial Group
Minnesota
$965M +$94.7M +11% 9.49% 59.9% 312 13.14%
LWL
1969
Leo Wealth LLC
Texas
$965M 15.6% 327
PCOC
1970
Power Corp of Canada
Canada
$964M -$618M -39% 9.75% 14.4% 200 35.5%
AF
1971
Arrow Financial
New York
$964M +$111M +13% 13.1% 66.5% 367 11.44%
GAM
1972
Goldentree Asset Management
New York
$963M +$15.3M +2% 12% 27.7% 35 40%
QOP
1973
Quinn Opportunity Partners
Virginia
$962M +$185M +24% 12% 77.6% 277 31.77%
IWA
1974
Icon Wealth Advisors
Texas
$961M 9.84% 431
HEC
1975
Hudson Executive Capital
New York
$960M +$114M +13% 22.9% 127% 4 0%