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)
Vestor Capital
2151
Vestor Capital
Illinois
$482M +$19.1M +4% 0.4% 188% 122 9.84% 2.5
Cobalt Capital Management
2152
Cobalt Capital Management
New Jersey
$482M -$166M -26% 1.23% 235% 61 55.74% 0.6
Modera Wealth Management
2153
Modera Wealth Management
New Jersey
$482M +$18.2M +4% 0.66% 68.2% 137 7.3% 2.6
Adell Harriman & Carpenter
2154
Adell Harriman & Carpenter
Texas
$482M +$9.5M +2% 0.67% 176% 150 5.33% 3.1
SFM
2155
Signature Financial Management
Virginia
$481M +$111M +30% 1.35% 20.8% 165 34.55% 2.1
BC
2156
Bruce & Co
Illinois
$479M +$17.3M +4% 2.75% 94.5% 48 8.33% 3.3
BCM
2157
Blockhouse Capital Management
New York
$478M -$48.1M -9% 3.83% – 46 60.87% 0.4
Buckingham Capital Management (Ohio)
2158
Buckingham Capital Management (Ohio)
Ohio
$478M +$1.38M +0.3% 1% 26.3% 144 5.56% 3.6
Gallagher Fiduciary Advisors
2159
Gallagher Fiduciary Advisors
Illinois
$478M -$35.3M -7% 0.11% 25.1% 7 0% 2.1
First Mercantile Trust
2160
First Mercantile Trust
Tennessee
$478M -$33.1M -6% 1.28% 51.2% 867 19.84% 2.4
DA
2161
DSC Advisors
Illinois
$478M +$305M +177% 7.38% 3.18% 100 50% 1
OCMI
2162
Oaktop Capital Management II
New Jersey
$477M -$20M -4% 2.64% 451% 19 5.26% 3.3
SCM
2163
Somerset Capital Management
United Kingdom
$477M -$18.6M -4% 1.28% 7.5% 17 23.53% 2.3
Kirr Marbach & Co
2164
Kirr Marbach & Co
Indiana
$477M -$20.8M -4% 0.71% 121% 89 14.61% 2.1
Cypress Capital Group
2165
Cypress Capital Group
Florida
$477M -$4.07M -0.8% 1.24% 97.8% 225 16% 3
Savant Capital
2166
Savant Capital
Illinois
$474M -$1.29M -0.3% 0.19% 61.2% 298 7.72% 3.1
Next Financial Group
2167
Next Financial Group
Texas
$474M +$240M +103% 1.12% 85.4% 426 38.73% 2.2
Otter Creek Advisors
2168
Otter Creek Advisors
Florida
$473M -$225M -32% 1.01% 173% 91 54.95% 0.7
Sentinel Trust
2169
Sentinel Trust
Texas
$473M -$7.98M -2% 3.96% 79.2% 122 9.84% 2.8
Trigran Investments
2170
Trigran Investments
Illinois
$473M +$27.4M +6% 5.16% 30.2% 24 29.17% 2.3
Cobiz Wealth
2171
Cobiz Wealth
Colorado
$473M -$5.8M -1% 0.31% 54% 138 9.42% 3.4
Institutional & Family Asset Management
2172
Institutional & Family Asset Management
Colorado
$473M -$49.6M -9% 2.21% 19% 862 81.09% 0.3
Northstar Investment Advisors
2173
Northstar Investment Advisors
Colorado
$473M -$81M -15% 3.46% 85.8% 120 14.17% 3.2
Globeflex Capital
2174
Globeflex Capital
California
$473M +$114M +32% 0.18% 186% 465 21.51% 1.3
EnCap Energy Capital Fund VIII
2175
EnCap Energy Capital Fund VIII
Texas
$472M -$71.6M -13% 10.8% 6.16% 3 0% 0.6