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)
Fusion Family Wealth
2076
Fusion Family Wealth
New York
$965M +$78M +9% 6.29% 62.2% 43 4.65% 4.4
ClariVest Asset Management
2077
ClariVest Asset Management
California
$964M -$839M -47% 20.3% 106% 930 15.38% 1.8
First Heartland Consultants
2078
First Heartland Consultants
Missouri
$963M +$134M +16% 6.64% 59.2% 443 24.38% 3.3
Sage Mountain Advisors
2079
Sage Mountain Advisors
Georgia
$962M +$100M +12% 9.03% 67% 428 21.73% 1.5
Water Island Capital
2080
Water Island Capital
New York
$962M -$51.6M -5% 11.7% 438% 85 60% 0.4
Glazer Capital LLC
2081
Glazer Capital LLC
New York
$961M -$9.7M -1% 11.4% 323% 172 49.42% 0.7
Tang Capital Management
2082
Tang Capital Management
California
$960M -$122M -11% 46.6% 493% 146 47.95% 0.9
Cozad Asset Management
2083
Cozad Asset Management
Illinois
$960M +$93.2M +11% 12.1% 132% 405 8.4% 3.2
Global Endowment Management
2084
Global Endowment Management
North Carolina
$960M +$61.4M +7% 3.93% 46.1% 142 20.42% 2.6
Brandywine Oak Private Wealth
2085
Brandywine Oak Private Wealth
Pennsylvania
$960M +$59.4M +7% 6.07% 62.2% 241 6.64% 3.8
Crescent Grove Advisors
2086
Crescent Grove Advisors
Illinois
$959M +$62.2M +7% 5.1% 64.1% 308 10.39% 3
Seven Eight Capital
2087
Seven Eight Capital
New York
$958M +$93.2M +11% 5.62% 13.6% 864 64% 0.3
IAIM
2088
International Assets Investment Management
Florida
$957M +$170M +22% 10.6% 101% 843 18.62% 1.5
TritonPoint Wealth
2089
TritonPoint Wealth
Maryland
$957M -$68.1M -7% 6.16% 92.7% 327 7.34% 0.2
Marks Group Wealth Management
2090
Marks Group Wealth Management
Minnesota
$957M +$79.2M +9% 10.9% 71.4% 307 8.47% 2.6
Harbor Investment Advisory
2091
Harbor Investment Advisory
Maryland
$957M +$90.1M +10% 8.56% 97.5% 1,364 17.38% 2.8
KCM
2092
Kynam Capital Management
New Jersey
$955M +$52.9M +6% 28% 320% 26 19.23% 1.4
Teewinot Capital Advisers
2093
Teewinot Capital Advisers
New York
$955M +$294M +45% 17.5% 149% 27 11.11% 4.6
Saudi Central Bank
2094
Saudi Central Bank
Saudi Arabia
$954M +$130M +16% 16.8% 140% 7 0% 1.2
Anchor Investment Management
2095
Anchor Investment Management
South Carolina
$954M +$80.6M +9% 9.04% 75.1% 1,056 12.22% 4.7
First American Trust
2096
First American Trust
California
$954M +$146M +18% 9.48% 84.6% 224 20.54% 3.2
Great Mountain Partners
2097
Great Mountain Partners
Connecticut
$954M -$129M -12% 7.39% 98.7% 2 0% 2.8
Technology Crossover Management X
2098
Technology Crossover Management X
California
$954M +$105M +12% 37.9% 73.1% 6 0% 2.8
Avestar Capital
2099
Avestar Capital
New York
$954M +$71.4M +8% 9.31% 112% 500 29.6% 1.6
Callahan Advisors
2100
Callahan Advisors
Texas
$953M +$91.5M +11% 11.8% 87.7% 147 6.12% 6