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)
Kontiki Capital Management (HK)
2176
Kontiki Capital Management (HK)
Hong Kong
$907M +$59.8M +7% 25.8% 90.6% 8 0% 3.3
Strategic Wealth Partners Group
2177
Strategic Wealth Partners Group
Illinois
$906M +$113M +14% 7.73% – 70 5.71% 3.8
CM
2178
Conifer Management
New York
$906M -$124M -12% 6.1% 22.7% 7 0% 2.9
Verus Capital Partners
2179
Verus Capital Partners
Arizona
$906M +$88.3M +11% 10.7% 158% 366 13.93% 2.4
Jay A. Fishman Ltd
2180
Jay A. Fishman Ltd
Michigan
$905M +$31.3M +4% 8.37% 119% 97 12.37% 6.2
OneAscent Financial Services
2181
OneAscent Financial Services
Alabama
$905M +$99.1M +12% 6.64% 63.8% 405 15.8% 0.6
Quinn Opportunity Partners
2182
Quinn Opportunity Partners
Virginia
$904M -$58.3M -6% 4.32% 77.6% 299 37.12% 1.4
NEWAS
2183
N.E.W. Advisory Services
Wisconsin
$901M +$74M +9% 5.83% 51.1% 177 10.73% 2.4
Wealthcare Capital Management
2184
Wealthcare Capital Management
Virginia
$900M +$23.4M +3% 4.72% 46.2% 86 9.3% 4.6
Technology Crossover Management VIII
2185
Technology Crossover Management VIII
California
$900M -$215M -19% 19.5% 77.9% 7 14.29% 3.9
North Peak Capital Management
2186
North Peak Capital Management
New York
$900M -$52M -5% 6.11% 301% 11 45.45% 1.4
Tran Capital Management
2187
Tran Capital Management
California
$898M +$39.6M +5% 11.6% 173% 50 22% 2.7
Verity & Verity
2188
Verity & Verity
South Carolina
$898M +$25.4M +3% 7.04% 90.4% 122 20.49% 4.8
Southernsun Asset Management
2189
Southernsun Asset Management
Tennessee
$898M +$30.5M +4% 7.94% 54.7% 29 6.9% 5.8
Greenland Capital Management
2190
Greenland Capital Management
New York
$897M -$172M -16% 8.33% 210% 557 69.12% 0.2
Sunbelt Securities
2191
Sunbelt Securities
Texas
$896M +$102M +13% 11.5% 83.5% 1,814 10.86% 1.6
Quest Investment Management
2192
Quest Investment Management
Oregon
$896M +$99.1M +12% 12.4% 105% 92 9.78% 5.4
Pictet North America Advisors
2193
Pictet North America Advisors
Switzerland
$896M +$122M +16% 6.83% 67.7% 152 23.03% 3.7
Webster Bank
2194
Webster Bank
Connecticut
$895M +$78.3M +10% 10.7% 77.5% 657 18.72% 5.2
Private Capital Management (Florida)
2195
Private Capital Management (Florida)
Florida
$894M -$5.35M -0.6% 7.59% 118% 155 19.35% 2.1
Soltis Investment Advisors
2196
Soltis Investment Advisors
Utah
$893M +$7.36M +0.8% 7.93% 95.1% 318 17.61% 2.3
Sheets Smith Wealth Management
2197
Sheets Smith Wealth Management
North Carolina
$893M +$190M +27% 8.64% 83.4% 397 15.62% 4.4
Amplius Wealth Advisors
2198
Amplius Wealth Advisors
Pennsylvania
$892M +$64.8M +8% 6.99% 58% 187 12.83% 1.6
Asset Advisors Investment Management
2199
Asset Advisors Investment Management
Georgia
$892M +$73.1M +9% 9.25% 67.5% 92 6.52% 4.3
Anderson Hoagland & Co
2200
Anderson Hoagland & Co
Missouri
$892M +$76.5M +9% 11.4% 104% 136 12.5% 3.3