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
CNBT
2076
Canandaigua National Bank & Trust
New York
$1B -$12.4M -1% 0.32% 341 15.84%
SMM
2077
Stadion Money Management
Georgia
$1B -$274M -21% 0.31% 55.3% 24 8.33%
WAM
2078
Wellesley Asset Management
New Hampshire
$1B +$40.6M +4% 0% 0% 61 0%
HCM
2079
Hodges Capital Management
Texas
$1B -$666M -40% 3.89% 200% 229 22.71%
VCP
2080
Verus Capital Partners
Arizona
$1B -$46M -4% 5.32% 139% 402 14.93%
DG
2081
Discerene Group
Connecticut
$1B +$237M +31% 26.7% 48.6% 13 7.69%
WDA
2082
Wendell David Associates
New Hampshire
$1B -$9.15M -0.9% 1.93% 46% 156 4.49%
GAM
2083
Gemmer Asset Management
California
$1B -$14.2M -1% 2.11% 90.5% 162 10.49%
PNAA
2084
Pictet North America Advisors
Switzerland
$1B -$51.3M -5% 2.32% 65.9% 151 10.6%
CAM
2085
Cozad Asset Management
Illinois
$1B -$71.8M -7% 3.2% 132% 405 8.4%
ODIJL
2086
One Day In July LLC
Vermont
$999M +$44.9M +5% 2.77% 43.1% 141 9.93%
WTB
2087
Washington Trust Bank
Washington
$998M -$42.8M -4% 2.37% 80.5% 225 16.89%
FG
2088
Fiduciary Group
Georgia
$998M +$964K +0.1% 0.53% 67.1% 276 4.35%
JLBC
2089
J.L. Bainbridge & Co
Florida
$997M -$78.7M -7% 6.97% 93.8% 109 11.01%
AC
2090
AltraVue Capital
Washington
$997M -$204M -17% 2.64% 221% 28 7.14%
SW
2091
SlateStone Wealth
Florida
$996M -$23.2M -2% 1.4% 79.1% 301 7.64%
NPCM
2092
North Peak Capital Management
New York
$996M +$241M +32% 2.4% 301% 9 33.33%
SAI
2093
Savvy Advisors Inc
New York
$994M +$163M +20% 1.47% 541 20.89%
ACM
2094
AlphaStar Capital Management
North Carolina
$994M +$37.2M +4% 1.76% 61.8% 209 16.27%
DSCM
2095
Divisadero Street Capital Management
Florida
$994M +$138M +16% 6.47% 718% 120 50.83%
KA
2096
Kintegral Advisory
New York
$992M -$67.1M -6% 4.04% 124% 238 0%
SFS
2097
Summit Financial Strategies
Ohio
$992M +$85.5M +9% 1.3% 57.8% 157 10.83%
RA
2098
Rational Advisors
New York
$991M -$32M -3% 0.09% 37.7% 130 31.54%
CCG
2099
Clearlake Capital Group
California
$991M -$235M -19% 18.6% 47.3% 6 0%
QI
2100
QV Investors
Alberta, Canada
$990M +$20.5M +2% 0.03% 66.3% 69 14.49%