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)
Phillips Financial Management
2151
Phillips Financial Management
Indiana
$343M -$19M -5% 5.7% 45.6% 64 3.13% 2
Lagoda Investment Management
2152
Lagoda Investment Management
New York
$343M -$39M -10% 10.3% 250% 35 20% 0.6
Zevin Asset Management
2153
Zevin Asset Management
Massachusetts
$342M -$32.5M -9% 5.55% 71.7% 150 14.67% 1.7
Hilltop Holdings
2154
Hilltop Holdings
Texas
$342M -$25.5M -7% 6.64% 96.7% 373 27.35% 1.1
LGT Capital Partners
2155
LGT Capital Partners
Switzerland
$342M -$9.7M -3% 5.64% 67.2% 54 22.22% 0.9
Regis Management Company
2156
Regis Management Company
California
$342M -$45.9M -12% 9.6% 5.33% 61 26.23% 1.6
Think Investments
2157
Think Investments
California
$341M +$6.04M +2% 15.5% 285% 22 54.55% 0.4
Horan Capital Management
2158
Horan Capital Management
Maryland
$341M -$13.8M -4% 4.57% 69.2% 68 22.06% 1.1
Muhlenkamp & Co
2159
Muhlenkamp & Co
Pennsylvania
$341M -$122M -26% 11.7% 107% 76 22.37% 1.3
Adell Harriman & Carpenter
2160
Adell Harriman & Carpenter
Texas
$341M -$47.1M -12% 7.64% 176% 154 17.53% 1.7
Destrier Capital Management
2161
Destrier Capital Management
New York
$340M -$76.2M -18% 8.63% 5.28% 29 31.03% 0.6
Buckingham Capital Management (Ohio)
2162
Buckingham Capital Management (Ohio)
Ohio
$339M -$17.9M -5% 5.84% 26.3% 178 10.11% 1.9
TD Ameritrade Trust
2163
TD Ameritrade Trust
Colorado
$339M -$32.2M -9% 6.43% 21.7% 49 4.08% 1.5
NewSquare Capital
2164
NewSquare Capital
Pennsylvania
$339M +$1.88M +0.6% 3.33% 76.5% 371 16.17% 1.4
NBW Capital
2165
NBW Capital
Massachusetts
$339M -$95.2M -22% 14.6% 86% 89 22.47% 1.4
AGM
2166
Alpine Global Management
New York
$338M -$257M -43% 7.93% 149% 1,273 95.92% 0.3
Bronson Point Management
2167
Bronson Point Management
Connecticut
$338M -$496M -59% 7.31% 7.56% 97 57.73% 0.4
AP
2168
Archon Partners
New Jersey
$338M -$48.9M -13% 6.27% 86% 66 25.76% 1.5
StratiFi
2169
StratiFi
California
$338M +$257M +319% 10.4% – 32 59.38% 0.3
DP
2170
DSAM Partners
United Kingdom
$337M -$214M -39% 3.56% 343% 61 77.05% 0.3
Connable Office Inc
2171
Connable Office Inc
Michigan
$337M -$37.3M -10% 10.3% 68.3% 241 24.48% 1.6
Perigon Wealth Management
2172
Perigon Wealth Management
California
$337M -$42.9M -11% 6.03% 104% 219 10.05% 1.3
Twele Capital Management
2173
Twele Capital Management
Minnesota
$335M -$16.2M -5% 5.29% 37.1% 64 12.5% 2
BIM
2174
Bridgecreek Investment Management
Oklahoma
$335M -$62.9M -16% 4.44% 48.4% 107 13.08% 1.8
Dynamo Internacional Gestao de Recursos
2175
Dynamo Internacional Gestao de Recursos
Brazil
$335M -$53.6M -14% 5.39% 34.1% 15 53.33% 1