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)
Chai Trust Company
2101
Chai Trust Company
Illinois
$760M +$28.6M +4% 5.71% 12.7% 22 13.64% 4.4
Permian Investment Partners
2102
Permian Investment Partners
Texas
$760M +$187M +33% 11.9% 78.6% 18 33.33% 1.3
ShawSpring Partners
2103
ShawSpring Partners
Massachusetts
$759M +$129M +21% 23.5% 3.53% 7 0% 1.8
PKO Investment Management Joint-Stock
2104
PKO Investment Management Joint-Stock
Poland
$758M +$70.9M +10% 8.46% 145% 146 10.27% 2.8
United Asset Strategies
2105
United Asset Strategies
New York
$758M +$40.5M +6% 8.64% 111% 248 17.74% 2.9
Wedmont Private Capital
2106
Wedmont Private Capital
Pennsylvania
$758M +$89.8M +13% 7.5% 87.5% 494 16.4% 0.8
Leuthold Group
2107
Leuthold Group
Minnesota
$757M +$15.1M +2% 7.87% 126% 225 30.22% 1.9
Bouchey Financial Group
2108
Bouchey Financial Group
New York
$757M +$62.8M +9% 7.64% 66.7% 104 11.54% 3.3
Estate Counselors
2109
Estate Counselors
Wisconsin
$757M +$41.6M +6% 3.49% 60% 177 51.98% 2.2
Transamerica Financial Advisors
2110
Transamerica Financial Advisors
Florida
$757M +$54.3M +8% 5.44% 77.1% 728 19.51% 1.3
James Investment Research
2111
James Investment Research
Ohio
$756M +$40.7M +6% 6.56% 110% 655 21.37% 3.4
Cozad Asset Management
2112
Cozad Asset Management
Illinois
$755M +$44M +6% 7.33% 132% 391 10.23% 2.7
Arax Advisory Partners
2113
Arax Advisory Partners
Colorado
$755M +$32.7M +5% 4.68% 64.7% 1,326 8.3% 2.5
Marex Group
2114
Marex Group
$755M +$51.4M +7% 10.2% 254% 349 50.43% 0.2
MCM
2115
McKinley Capital Management
Alaska
$755M +$8.25M +1% 10.6% 63.3% 179 18.44% 3.8
Daymark Wealth Partners
2116
Daymark Wealth Partners
Ohio
$754M +$188M +33% 7.07% 96.4% 304 28.62% 0.2
Flat Footed LLC
2117
Flat Footed LLC
Wyoming
$752M +$204M +37% 3.06% 152% 51 52.94% 0.4
Private Ocean
2118
Private Ocean
California
$752M -$53.7M -7% 4.29% 2.82% 703 31.29% 2.9
Nottingham Advisors
2119
Nottingham Advisors
New York
$751M +$13.6M +2% 4.74% 47.6% 154 14.94% 3.9
BIC
2120
Beach Investment Counsel
Pennsylvania
$751M -$50.3M -6% 1.86% 36% 162 11.11% 5.3
Core Alternative Capital
2121
Core Alternative Capital
Georgia
$749M -$37M -5% 3.08% 74.5% 511 27.98% 1.2
Aveo Capital Partners
2122
Aveo Capital Partners
Colorado
$749M +$84.3M +13% 5.24% 19.1% 375 22.67% 1.5
Pekin Hardy Strauss
2123
Pekin Hardy Strauss
Illinois
$749M +$22.1M +3% 3.58% 105% 336 13.39% 3.7
Steel Grove Capital Advisors
2124
Steel Grove Capital Advisors
Tennessee
$749M +$44.8M +6% 7.5% 106% 201 15.42% 2.9
KC
2125
KCL Capital
New York
$748M +$35.3M +5% 35.5% 106% 38 50% 0.4