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)
SC
2126
Selz Capital
New York
$570M +$173M +43% 13.5% 10.2% 78 58.97% 1
Sunriver Management
2127
Sunriver Management
Connecticut
$570M +$53.5M +10% 9.73% 9.27% 22 31.82% 1
Oakworth Capital
2128
Oakworth Capital
Alabama
$570M +$54.1M +10% 8.61% 70% 601 6.32% 4.1
Kays Financial Advisory
2129
Kays Financial Advisory
Georgia
$569M +$23.7M +4% 6.19% 23.3% 123 25.2% 2.5
Oslo Pensjonsforsikring
2130
Oslo Pensjonsforsikring
$568M +$60.6M +12% 13.2% 79% 16 0% 2.5
Community Bank
2131
Community Bank
New York
$568M +$41.6M +8% 7.48% 73.5% 460 12.61% 3.6
SNS Financial Group
2132
SNS Financial Group
Minnesota
$568M +$42.4M +8% 6% 54.2% 235 17.87% 2.4
Hikari Tsushin Inc
2133
Hikari Tsushin Inc
Japan
$567M +$82.8M +17% 8.9% 59.5% 52 9.62% 3.3
Fort LP
2134
Fort LP
Maryland
$567M +$30.5M +6% 6.87% 56.8% 539 38.96% 1
Freshford Capital Management
2135
Freshford Capital Management
New York
$567M +$19.6M +4% 4.79% 97.3% 19 21.05% 1.3
Eversept Partners
2136
Eversept Partners
New York
$566M +$244M +76% 50.5% 321% 83 44.58% 0.7
Invesco Senior Secured Management
2137
Invesco Senior Secured Management
New York
$566M +$426M +305% 6.9% 18.1% 21 9.52% 1.4
Money Design
2138
Money Design
Japan
$565M +$89.3M +19% 3.32% 26.4% 60 13.33% 1.3
Berkshire Partners
2139
Berkshire Partners
Massachusetts
$565M -$349M -38% 15.3% 79% 2 0% 4.5
TEC
2140
Tiger Eye Capital
Tennessee
$564M +$183M +48% 12.2% 116% 50 32% 1.6
Lutz Financial Services
2141
Lutz Financial Services
Nebraska
$563M +$41.3M +8% 4.95% 35.3% 67 2.99% 1.5
BerganKDV Wealth Management
2142
BerganKDV Wealth Management
Minnesota
$562M +$55.5M +11% 5.16% 27.9% 1,002 33.43% 1.2
Professional Advisory Services
2143
Professional Advisory Services
Florida
$561M +$35.3M +7% 8.57% 69.3% 74 12.16% 4.1
Cypress Capital Group
2144
Cypress Capital Group
Florida
$561M +$42.3M +8% 7.04% 97.8% 247 8.5% 3.8
IBM Retirement Fund
2145
IBM Retirement Fund
New York
$560M +$28.6M +5% 9.71% 54.4% 430 5.12% 4.6
TRG Investments
2146
TRG Investments
Virginia
$560M +$114M +26% 25.6% 70.5% 2 0% 4
Kovack Advisors
2147
Kovack Advisors
Florida
$559M +$72M +15% 7.18% 118% 589 31.75% 2
Caprock Group
2148
Caprock Group
Idaho
$559M +$46.8M +9% 9.34% – 397 17.38% 2.3
Visionary Wealth Advisors
2149
Visionary Wealth Advisors
Illinois
$559M – – 6.89% 69.4% 207 – 0
Adams Natural Resources Fund
2150
Adams Natural Resources Fund
Maryland
$558M +$5.45M +1% 5.33% 50.6% 62 8.06% 3.2