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)
Adell Harriman & Carpenter
2051
Adell Harriman & Carpenter
Texas
$552M +$16.8M +3% 2.23% 176% 148 16.22% 4.1
NewSquare Capital
2052
NewSquare Capital
Pennsylvania
$552M +$4.2M +0.8% 1.28% 76.5% 382 31.15% 2.4
Tandem Investment Advisors
2053
Tandem Investment Advisors
South Carolina
$552M +$24.3M +5% 3.45% 10.4% 65 6.15% 2.2
FAS Wealth Partners
2054
FAS Wealth Partners
Kansas
$552M +$14.7M +3% 0.77% 72.3% 194 3.61% 3.5
John G. Ullman & Associates
2055
John G. Ullman & Associates
New York
$551M -$18M -3% 1.45% 156% 161 18.63% 3.1
HGC Investment Management
2056
HGC Investment Management
Ontario, Canada
$550M +$40.2M +8% 1.47% 33.2% 160 31.88% 0.6
SFG
2057
Sather Financial Group
Texas
$550M +$23.4M +4% 3.33% 70% 64 23.44% 3
Centerbridge Partners
2058
Centerbridge Partners
New York
$550M -$265M -32% 11.5% 15.9% 12 25% 1.2
Stieven Capital Advisors
2059
Stieven Capital Advisors
Missouri
$550M -$9.21M -2% 0.91% 117% 63 22.22% 2.6
Arbiter Partners Capital Management
2060
Arbiter Partners Capital Management
New York
$549M +$33.6M +7% 0.54% 378% 57 19.3% 2.7
Thomas White International
2061
Thomas White International
Illinois
$548M -$19.8M -3% 0.33% 34.9% 270 17.04% 2.4
North Point Portfolio Managers
2062
North Point Portfolio Managers
Ohio
$547M +$1.67M +0.3% 1.43% 72.8% 80 11.25% 3.8
Freshford Capital Management
2063
Freshford Capital Management
New York
$547M -$47.2M -8% 4.96% 97.3% 21 28.57% 1.2
Efficient Advisors
2064
Efficient Advisors
Ohio
$547M -$25.5M -4% 0.25% 30.6% 50 0% 4.5
United Bank (Virginia)
2065
United Bank (Virginia)
Virginia
$547M -$51.3M -9% 1.65% 76.1% 146 7.53% 2.1
Glynn Capital Management
2066
Glynn Capital Management
California
$547M -$38.5M -7% 9.46% 252% 44 4.55% 3.6
NJ State Employees Deferred Compensation Plan
2067
NJ State Employees Deferred Compensation Plan
New Jersey
$547M -$10.6M -2% 2.3% 127% 568 10.39% 3.3
Planning Alternatives
2068
Planning Alternatives
Michigan
$547M -$811K -0.1% 0.58% 69.6% 52 5.77% 4
Weld Capital Management
2069
Weld Capital Management
New York
$546M +$1.55M +0.3% 2.43% – 1,121 71.28% 0.2
Bowie Capital Management
2070
Bowie Capital Management
Texas
$546M +$51.2M +10% 3.6% 31.6% 41 31.71% 1.6
Kays Financial Advisory
2071
Kays Financial Advisory
Georgia
$545M -$655K -0.1% 1.3% 23.3% 124 9.68% 2.1
Hengehold Capital Management
2072
Hengehold Capital Management
Ohio
$545M +$24.7M +5% 1.53% 54.5% 132 6.82% 3.1
Clarius Group LLC
2073
Clarius Group LLC
Washington
$545M +$47.8M +10% 0.24% 92.1% 288 12.15% 1.1
MAM
2074
Mastrapasqua Asset Management
Tennessee
$544M +$16.6M +3% 2.84% 54.9% 137 13.14% 3.1
Singapore Technologies Telemedia
2075
Singapore Technologies Telemedia
Singapore
$544M +$34M +7% 6.68% 173% 1 0% 2.5