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
DSC
2226
Duncker Streett & Co
Missouri
$374M -$66.7M -15% 11.2% 90.9% 605 5.29%
JWA
2227
JFS Wealth Advisors
Pennsylvania
$373M -$15M -4% 9.52% 54.8% 570 24.04%
LF
2228
Lee Financial
Texas
$373M -$33.6M -8% 11.7% 69.7% 505 15.45%
SAS
2229
Sarbit Advisory Services
Manitoba, Canada
$373M -$60.5M -14% 21.7% 29.3% 12 25%
NCMW
2230
Northern Capital Management (Wisconsin)
Wisconsin
$373M -$62.4M -14% 14.3% 12.8% 171 10.53%
EWA
2231
Exencial Wealth Advisors
Oklahoma
$373M -$57.4M -13% 14.6% 58% 237 29.11%
PAM
2232
Premier Asset Management
Illinois
$373M -$74.8M -17% 14.1% 104% 156 35.9%
SSWM
2233
Sheets Smith Wealth Management
North Carolina
$371M -$112M -23% 11.3% 75.8% 353 28.61%
RAA
2234
RWC Asset Advisors
Florida
$371M -$14.7M -4% 10.6% 277% 18 22.22%
OWIM
2235
Old West Investment Management
California
$371M +$129M +53% 9.38% 235% 97 24.74%
MAM
2236
Mark Asset Management
New York
$370M -$52.7M -12% 16.5% 234% 65 30.77%
TIM
2237
Tortoise Investment Management
New York
$370M -$11M -3% 9.47% 33% 582 9.45%
GC
2238
Gobi Capital
California
$369M +$795K +0.2% 18.8% 107% 9 11.11%
CI
2239
Capital International
California
$369M +$48.4M +15% 10.3% 124% 134 8.96%
BBI
2240
Baxter Bros Inc
Connecticut
$369M -$48.1M -12% 9.49% 68.8% 117 10.26%
EI
2241
EAM Investors
California
$368M -$305M -45% 3.71% 5,228% 379 55.94%
SMC
2242
Smith, Moore & Co
Missouri
$368M -$70.3M -16% 11.2% 55.8% 378 21.43%
IWC
2243
Integrated Wealth Concepts
Massachusetts
$368M +$37.1M +11% 8.2% 54.2% 297 27.27%
EA
2244
Evanston Advisors
Illinois
$368M -$89.7M -20% 8.56% 16% 80 31.25%
FCM
2245
Fairholme Capital Management
Florida
$367M -$233M -39% 22.3% 55.5% 9 66.67%
UAS
2246
United Asset Strategies
New York
$366M -$58.5M -14% 9.65% 94.6% 225 25.78%
TFA
2247
Toth Financial Advisory
Virginia
$366M -$84.9M -19% 10.7% 82.5% 480 25.21%
JCM
2248
Jacobi Capital Management
Pennsylvania
$366M -$8.35M -2% 11.1% 62.7% 1,057 9.08%
KL
2249
KWMG LLC
Kansas
$366M -$25.6M -7% 10.1% 72.3% 492 11.18%
NP
2250
Ninepoint Partners
Ontario, Canada
$365M -$210M -37% 19.9% 38.6% 105 64.76%