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)
Ninepoint Partners
2126
Ninepoint Partners
Ontario, Canada
$699M +$226M +48% 3.38% 82.6% 101 35.64% 1.1
Community Bank
2127
Community Bank
New York
$699M -$112M -14% 11.1% 73.5% 457 12.04% 5
Fusion Family Wealth
2128
Fusion Family Wealth
New York
$698M -$42.7M -6% 13.8% 58.2% 39 20.51% 3.7
Verus Financial Partners
2129
Verus Financial Partners
Virginia
$698M -$7.06M -1% 11.3% 41.6% 109 21.1% 2.9
ASM
2130
ATW SPAC Management
New York
$698M -$40.4M -5% 0.17% 68.7% 350 27.43% 0.4
AH
2131
Allen Holding
New York
$697M -$73.5M -10% 8.77% 135% 17 11.76% 4.5
Hartline Investment Corp
2132
Hartline Investment Corp
Illinois
$697M -$94.1M -12% 23.4% 201% 126 11.9% 4.7
Oldfield Partners
2133
Oldfield Partners
United Kingdom
$697M -$224M -24% 20.3% 90.3% 25 12% 4.9
BTR Capital Management
2134
BTR Capital Management
California
$696M -$116M -14% 10.9% 35% 171 8.77% 5.4
Matthews International Capital Management
2135
Matthews International Capital Management
California
$696M -$25.4M -4% 13.3% 227% 43 18.6% 2
Cadence Bank
2136
Cadence Bank
Mississippi
$696M -$107M -13% 9.76% 70.9% 201 11.44% 3.1
Minneapolis Portfolio Management Group
2137
Minneapolis Portfolio Management Group
Minnesota
$695M -$185M -21% 14.9% 140% 30 10% 4.2
SIMS
2138
SPT Invest Management Sarl
Luxembourg
$695M -$248M -26% 25.5% – 2 0% 1.4
PKO Investment Management Joint-Stock
2139
PKO Investment Management Joint-Stock
Poland
$695M -$133M -16% 19.2% 145% 129 11.63% 2.6
Fernbridge Capital Management
2140
Fernbridge Capital Management
California
$694M -$275M -28% 12.5% 12.4% 23 34.78% 0.6
Marks Group Wealth Management
2141
Marks Group Wealth Management
Minnesota
$693M -$102M -13% 13% 62.8% 317 13.56% 1.7
Quantinno Capital Management
2142
Quantinno Capital Management
New York
$693M +$37.5M +6% 14% 119% 673 32.84% 0.7
Common Fund For Nonprofit Organizations
2143
Common Fund For Nonprofit Organizations
Connecticut
$693M -$182M -21% 16.6% 70.8% 14 35.71% 0.9
SHIM
2144
Spruce House Investment Management
New York
$693M -$1.04B -60% 49% 863% 9 11.11% 3.5
Intrust Bank
2145
Intrust Bank
Kansas
$692M -$98.5M -12% 14.5% 102% 410 13.66% 4.5
L. Roy Papp & Associates
2146
L. Roy Papp & Associates
Arizona
$690M -$111M -14% 14.1% 80.1% 180 11.11% 5.6
LVM Capital Management
2147
LVM Capital Management
Michigan
$690M -$67.3M -9% 10.3% 121% 147 12.93% 5.2
Anchor Investment Management
2148
Anchor Investment Management
South Carolina
$689M -$104M -13% 11.3% 75.1% 1,012 6.03% 3.9
Montag & Caldwell
2149
Montag & Caldwell
Georgia
$689M -$209M -23% 16.2% 91.3% 99 32.32% 3
Soltis Investment Advisors
2150
Soltis Investment Advisors
Utah
$689M -$31.1M -4% 11.3% 80.8% 272 20.59% 1.7