We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers
Name AUM AUM
Growth 		AUM
Growth % 		Quarter
Est. Return 		3 Year
Est. Return 		Holdings Portfolio Turnover Avg Holding
Period (Yrs)
BTR Capital Management
2026
BTR Capital Management
California
$425M +$12.3M +3% 0.68% 35% 163 10.43% 1.5
PAM
2027
Premier Asset Management
Illinois
$425M -$6.65M -2% 1.24% 104% 100 11% 1.3
CapWealth Advisors
2028
CapWealth Advisors
Tennessee
$424M -$1.22M -0.3% 2.08% 152% 345 16.52% 0.7
Calamos Wealth Management
2029
Calamos Wealth Management
Illinois
$423M +$23.2M +6% 0.86% 102% 247 25.1% 0.9
MRCM
2030
M&R Capital Management
New Jersey
$423M +$15K +0% 0.14% 52.6% 216 6.48% 1.7
Crescent Park Management
2031
Crescent Park Management
California
$423M +$114M +37% 4.94% 87% 17 47.06% 0.3
Old Mutual Customised Solutions
2032
Old Mutual Customised Solutions
South Africa
$422M +$8.94M +2% 1.29% 49.7% 739 4.6% 1.8
Community Bank
2033
Community Bank
New York
$422M -$7.32M -2% 0.83% 73.5% 382 7.33% 0.5
Prospera Financial Services
2034
Prospera Financial Services
Texas
$420M -$28.8M -6% 0.46% 97.4% 353 23.51% 1.2
Mesirow Financial Investment Management - Fixed Income
2035
Mesirow Financial Investment Management - Fixed Income
Illinois
$420M +$5.56M +1% 2.14% 26.9% 178 16.29% 1.3
Catawba Capital Management
2036
Catawba Capital Management
Virginia
$419M -$16.1M -4% 1.8% 33.1% 255 6.67% 1.7
FJ Capital Management
2037
FJ Capital Management
Virginia
$419M +$63M +18% 5.33% 97.9% 94 15.96% 1
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
2038
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$419M +$13.9M +3% 0% 79.4% 36 13.89% 0.4
CPWM LLC
2039
CPWM LLC
Washington
$418M +$61.9M +17% 0.82% 36.6% 228 32.02% 1.1
Jacobs Asset Management
2040
Jacobs Asset Management
New York
$418M -$23.9M -5% 1.43% 114% 46 21.74% 1.2
Professional Advisory Services
2041
Professional Advisory Services
Florida
$417M +$970K +0.2% 1.22% 69.3% 59 6.78% 1.4
NM
2042
Newtyn Management
New York
$417M +$15.3M +4% 1.32% 52% 16 18.75% 1.1
Condor Capital Management
2043
Condor Capital Management
New Jersey
$417M -$4.71M -1% 0.8% 58.2% 200 5.5% 1.4
Destrier Capital Management
2044
Destrier Capital Management
New York
$416M +$27.5M +7% 4.61% 5.28% 28 42.86% 0.5
Laird Norton Wetherby Wealth Management
2045
Laird Norton Wetherby Wealth Management
California
$416M +$5.21M +1% 0.98% – 521 14.2% 1.5
Speece Thorson Capital Group
2046
Speece Thorson Capital Group
Minnesota
$416M -$10.4M -2% 1.95% 34.2% 42 9.52% 1.8
SCA
2047
Strategic Capital Alternatives
United States
$416M +$14.7M +4% 0.11% – 468 39.74% 0.2
Bangor Savings Bank
2048
Bangor Savings Bank
Maine
$415M -$506K -0.1% 0.95% 54.6% 156 12.82% 1.5
MC
2049
MSF Capital
New York
$415M +$14.5M +4% 1.73% – 47 12.77% 1.5
Henry H. Armstrong Associates
2050
Henry H. Armstrong Associates
Pennsylvania
$413M -$39.8M -9% 2.08% 70% 39 0% 1.8
80 81
82
83 84