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)
Nelson Capital Management
2151
Nelson Capital Management
California
$572M +$113M +25% 8.03% 141% 99 11.11% 4
Jacobi Capital Management
2152
Jacobi Capital Management
Pennsylvania
$570M +$35.1M +7% 7.63% 83.4% 1,343 9.31% 2.5
WCM
2153
Wallace Capital Management
Texas
$570M +$22.6M +4% 7.43% 62.3% 65 7.69% 3.8
Bell Bank
2154
Bell Bank
North Dakota
$569M +$31.1M +6% 8.54% 71% 158 10.76% 3.5
BIM
2155
Bridgecreek Investment Management
Oklahoma
$569M +$35.3M +7% 10.7% 48.4% 96 13.54% 3.7
Suncoast Equity Management
2156
Suncoast Equity Management
Florida
$569M +$26.6M +5% 11.5% 96.1% 41 14.63% 3
KFS
2157
Kurt F. Somerville
$568M +$25.6M +5% 7.5% 92.9% 114 7.89% 4.7
Bronte Capital Management
2158
Bronte Capital Management
Australia
$568M -$2.26M -0.4% 7.62% 123% 15 40% 1
Main Management ETF Advisors
2159
Main Management ETF Advisors
California
$567M +$37M +7% 10.3% 97.2% 13 0% 1.6
HAM
2160
Hillcrest Asset Management
Texas
$566M +$18.4M +3% 5.07% 97.2% 60 11.67% 1.8
Canandaigua National Corp
2161
Canandaigua National Corp
New York
$566M +$21M +4% 8.13% – 281 10.68% 0.2
Proficio Capital Partners
2162
Proficio Capital Partners
Massachusetts
$565M +$75.6M +15% 7.94% 97% 196 23.47% 1.9
BTR Capital Management
2163
BTR Capital Management
California
$565M +$32.5M +6% 9.06% 35% 159 6.29% 4.5
Sapience Investments
2164
Sapience Investments
California
$564M +$19.9M +4% 3.87% 54.9% 95 10.53% 1.9
Intrust Bank
2165
Intrust Bank
Kansas
$563M +$59.8M +12% 9.25% 102% 361 15.79% 3.7
Kovack Advisors
2166
Kovack Advisors
Florida
$562M +$48.3M +9% 8.83% 118% 592 23.65% 1.9
Blue Chip Partners
2167
Blue Chip Partners
Michigan
$562M +$51.4M +10% 9.42% 81.2% 143 14.69% 3.6
Peconic Partners
2168
Peconic Partners
New York
$561M +$202M +56% 24.4% 300% 73 56.16% 1.6
Parsifal Capital Management
2169
Parsifal Capital Management
Connecticut
$560M +$223M +66% 32.5% 154% 22 54.55% 0.3
Professional Advisory Services
2170
Professional Advisory Services
Florida
$560M +$40.4M +8% 8.49% 69.3% 67 7.46% 4.3
Trust Asset Management
2171
Trust Asset Management
Texas
$560M +$34.1M +6% 8.07% 104% 116 37.07% 0.7
KL
2172
KGH Ltd
Bahamas
$560M +$34.6M +7% 7.46% 139% 41 48.78% 0.8
Deltec Asset Management
2173
Deltec Asset Management
New York
$559M +$81.4M +17% 10.5% 127% 246 34.15% 1.8
Beacon Financial Group
2174
Beacon Financial Group
Texas
$559M +$40.2M +8% 6.44% 66.6% 186 3.76% 3.8
Bleichroeder LP
2175
Bleichroeder LP
New York
$559M -$6.54M -1% 5.53% 202% 77 6.49% 0.5