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)
Symmetry Partners
2201
Symmetry Partners
Connecticut
$484M -$5.44M -1% 1.17% 58.5% 392 34.18% 0.7
Hikari Tsushin Inc
2202
Hikari Tsushin Inc
Japan
$484M +$26.6M +6% 0.17% 59.5% 55 7.27% 2.9
Berkshire Money Management
2203
Berkshire Money Management
Massachusetts
$484M +$10.7M +2% 1.3% 61.8% 35 2.86% 2.2
Darrell & King
2204
Darrell & King
Virginia
$482M -$24.6M -5% 0.53% – 54 12.96% 2.5
Arrow Financial
2205
Arrow Financial
New York
$482M +$16.5M +4% 1.25% 71.1% 349 8.6% 4.6
BIM
2206
Bridgecreek Investment Management
Oklahoma
$482M +$2.93M +0.6% 1.01% 48.4% 122 12.3% 3.2
BC
2207
Bruce & Co
Illinois
$482M +$12.6M +3% 4.27% 94.5% 42 4.76% 3.8
Brightworth
2208
Brightworth
Georgia
$481M +$8.78M +2% 2.1% 21.7% 94 9.57% 1.9
Western Wealth Management
2209
Western Wealth Management
Colorado
$480M -$281M -37% 1.38% 82.6% 432 17.13% 0.6
Whitney & Co
2210
Whitney & Co
New York
$479M +$34.4M +8% 1.71% 93.2% 111 13.51% 3.5
Jackson Wealth Management
2211
Jackson Wealth Management
Florida
$477M +$17.7M +4% 1.86% 72.1% 137 45.99% 1.3
Money Design
2212
Money Design
Japan
$475M +$55.3M +13% 0.61% 26.4% 53 1.89% 1.3
Atika Capital Management
2213
Atika Capital Management
New York
$475M -$34.1M -7% 1.48% 811% 95 42.11% 0.9
Fairholme Capital Management
2214
Fairholme Capital Management
Florida
$475M +$7.67M +2% 1.37% 36.2% 4 25% 2.1
Beacon Pointe Wealth Advisors
2215
Beacon Pointe Wealth Advisors
California
$475M +$1.76M +0.4% 0.94% – 299 25.75% 0.6
Tufton Capital Management
2216
Tufton Capital Management
Maryland
$474M +$960K +0.2% 2.95% 96.1% 127 7.09% 4.4
Cabot Wealth Management
2217
Cabot Wealth Management
Massachusetts
$473M -$822K -0.2% 1.63% 69.3% 137 12.41% 3.6
Van Hulzen Asset Management
2218
Van Hulzen Asset Management
California
$473M +$15.5M +3% 1.93% 86.3% 282 14.89% 1.8
SPC Financial Inc
2219
SPC Financial Inc
Maryland
$473M -$23.5M -5% 0.96% 65.1% 137 16.06% 3.2
JCI
2220
Jet Capital Investors
New York
$473M -$34.1M -7% 0.74% 147% 36 61.11% 0.8
Foresite Capital Management II
2221
Foresite Capital Management II
California
$473M +$295M +166% 6.9% 66.2% 8 25% 3.2
Gladstone Capital Management
2222
Gladstone Capital Management
United Kingdom
$473M +$115M +32% 0.94% 304% 14 50% 0.9
Blue Chip Partners
2223
Blue Chip Partners
Michigan
$473M +$26.5M +6% 4.08% 81.2% 143 9.09% 3.4
Verity & Verity
2224
Verity & Verity
South Carolina
$472M +$12.4M +3% 3.65% 90.4% 120 11.67% 3.1
First Fiduciary Investment Counsel
2225
First Fiduciary Investment Counsel
Ohio
$472M -$175K -0% 1.07% 48.1% 44 4.55% 3.6