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)
Mount Yale Investment Advisors
2076
Mount Yale Investment Advisors
Colorado
$534M +$41.4M +8% 14.4% 81.9% 331 13.6% 0.9
Clearwater Capital Advisors
2077
Clearwater Capital Advisors
Illinois
$533M +$77.4M +17% 10.1% 44.7% 198 8.59% 2.1
MG
2078
Meditor Group
Bermuda
$533M +$47.9M +10% 12.9% 41.1% 9 33.33% 2.3
Lenox Wealth Advisors
2079
Lenox Wealth Advisors
New York
$533M +$62M +13% 10.7% 35.7% 650 45.54% 0.9
Savant Capital
2080
Savant Capital
Illinois
$533M +$55M +12% 12.1% 61.2% 288 10.07% 3.7
Bangor Savings Bank
2081
Bangor Savings Bank
Maine
$532M +$46.2M +9% 9.85% 54.6% 163 4.91% 3.8
IC
2082
Immersion Capital
United Kingdom
$531M +$198M +59% 26.6% 63.4% 5 0% 0.8
Pure Financial Advisors
2083
Pure Financial Advisors
California
$530M +$37.2M +8% 9.97% 47.2% 153 16.34% 0.5
Dynamic Advisor Solutions
2084
Dynamic Advisor Solutions
Arizona
$530M +$59.3M +13% 10.3% 70.9% 460 19.57% 1.7
Stearns Financial Services Group
2085
Stearns Financial Services Group
North Carolina
$530M +$41.2M +8% 9.21% 26.1% 181 12.15% 3.3
Ironvine Capital Partners
2086
Ironvine Capital Partners
Nebraska
$530M +$38M +8% 14.9% 58.8% 62 9.68% 1.1
NM
2087
Newtyn Management
New York
$529M +$17.6M +3% 3.98% 52% 41 29.27% 0.8
Merriman Wealth Management
2088
Merriman Wealth Management
Washington
$528M +$64.9M +14% 11.6% 18.3% 237 42.19% 1
Fund Evaluation Group
2089
Fund Evaluation Group
Ohio
$527M +$126M +31% 11.3% 51.6% 22 18.18% 2.1
AIM
2090
Axiom Investment Management
New York
$527M +$52.9M +11% 13.6% – 466 31.33% 0.2
Colonial Trust Advisors
2091
Colonial Trust Advisors
South Carolina
$527M +$118M +29% 13.7% 80% 156 12.18% 3.9
North Point Portfolio Managers
2092
North Point Portfolio Managers
Ohio
$527M +$73.9M +16% 16.2% 72.8% 78 16.67% 3.4
CDAM (UK)
2093
CDAM (UK)
United Kingdom
$526M +$69.7M +15% 19% 7.89% 15 6.67% 0.8
Tompkins Financial
2094
Tompkins Financial
New York
$526M +$73.6M +16% 10.5% 84.4% 441 16.1% 3.6
MAM
2095
Mastrapasqua Asset Management
Tennessee
$526M +$76.4M +17% 17.5% 54.9% 138 15.22% 2.9
Private Capital Group
2096
Private Capital Group
Connecticut
$526M +$62.4M +13% 12.6% 30.1% 2,490 12.21% 1
VCM
2097
V3 Capital Management
Texas
$525M +$87.2M +20% 18.3% 20.5% 25 72% 0.6
Index Venture Associates VI
2098
Index Venture Associates VI
Jersey
$525M +$55.1M +12% 11.7% 312% 1 0% 0.3
TRUE Private Wealth Advisors
2099
TRUE Private Wealth Advisors
Oregon
$525M -$42.2M -7% 8.98% 89.2% 249 26.51% 2
Ally Financial
2100
Ally Financial
Michigan
$525M -$241M -32% 12.8% 9.35% 134 23.88% 1.6