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
IG
2151
Ithaka Group
Virginia
$738M -$159M -18% 1.69% 99.2% 41 21.95%
NAM
2152
North American Management
Massachusetts
$738M +$30.6M +4% 5.27% 61.7% 110 6.36%
ALAM
2153
Asahi Life Asset Management
Japan
$737M -$45M -6% 8.37% 98.6% 257 52.92%
TA
2154
TruWealth Advisors
Louisiana
$736M +$66.3M +10% 3.09% 56.3% 116 10.34%
HR
2155
Howe & Rusling
New York
$736M +$78.3M +12% 8.07% 66.1% 1,056 19.32%
SC
2156
Strategy Capital
California
$735M -$20.3M -3% 0.79% 201% 8 0%
RC
2157
Randolph Company
Ohio
$733M +$58.8M +9% 7.48% 120% 44 6.82%
KGAMU
2158
KPS Global Asset Management (UK)
United Kingdom
$732M +$50.3M +7% 1.86% 523% 7 28.57%
NIM
2159
Needham Investment Management
New York
$732M +$136M +23% 7.16% 267% 124 16.94%
CRM
2160
Cardano Risk Management
Netherlands
$731M -$680K -0.1% 2.21% 170% 5 0%
MHIC
2161
Marble Harbor Investment Counsel
Massachusetts
$731M +$51.7M +8% 7.55% 55.1% 189 4.76%
LWA
2162
Lenox Wealth Advisors
New York
$729M +$26.2M +4% 6.44% 35.7% 794 26.07%
EA
2163
Efficient Advisors
Ohio
$729M +$74M +11% 4.92% 30.6% 60 1.67%
CWM
2164
Campbell Wealth Management
Virginia
$729M +$43.5M +6% 2.52% 11.2% 69 5.8%
UBV
2165
United Bank (Virginia)
Virginia
$728M +$59.5M +9% 9.65% 64.2% 186 17.74%
FMBTD
2166
First Midwest Bank Trust Division
Illinois
$727M +$37.2M +5% 9.6% 107% 394 14.72%
CCMD
2167
Cypress Capital Management (Delaware)
Delaware
$727M -$7.03M -1% 9.98% 25.6% 176 6.25%
RPGK
2168
Retirement Planning Group (Kansas)
Kansas
$726M +$35.9M +5% 4.12% 39.9% 65 10.77%
TCMI
2169
Technology Crossover Management IX
California
$725M -$11.6M -2% 7.66% 41% 4 0%
AAIM
2170
American Assets Investment Management
California
$725M +$110M +18% 12.6% 413% 149 17.45%
HCM
2171
Hodges Capital Management
Texas
$723M +$88.3M +14% 23.3% 132% 238 26.47%
NTCM
2172
Nine Ten Capital Management
Illinois
$722M +$57.4M +9% 7.63% 88.9% 10 10%
HCM
2173
Hengehold Capital Management
Ohio
$722M +$49.7M +7% 4.74% 48.1% 159 18.24%
OFG
2174
Oxford Financial Group
Indiana
$721M +$31M +4% 6.34% 80.4% 242 19.83%
WAM
2175
Weatherly Asset Management
California
$721M +$24.8M +4% 2.9% 108% 200 10%