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)
Estate Counselors
2226
Estate Counselors
Wisconsin
$873M +$63.4M +8% 7.68% 60% 157 52.87% 1.6
Sixth Street Partners
2227
Sixth Street Partners
Texas
$873M -$151M -15% 2% 5.31% 19 21.05% 1.5
FourThought Financial Partners
2228
FourThought Financial Partners
Florida
$873M +$75.2M +9% 8.79% 95.9% 353 14.73% 1.1
PrairieView Partners
2229
PrairieView Partners
Minnesota
$872M +$61.2M +8% 4.91% 34% 403 5.71% 3.4
TRUE Private Wealth Advisors
2230
TRUE Private Wealth Advisors
Oregon
$872M +$81.7M +10% 7.91% 89.2% 306 12.42% 3.5
KNB
2231
Khazanah Nasional Berhad
$872M +$121M +16% 9.28% 73.6% 14 50% 0.7
Beacon Financial Group
2232
Beacon Financial Group
Texas
$872M +$51.7M +6% 7.87% 66.6% 341 15.54% 3.7
HTLF Bank
2233
HTLF Bank
Colorado
$871M +$22.5M +3% 5.15% – 260 13.85% 0.2
Northcape Capital
2234
Northcape Capital
Australia
$870M +$25.8M +3% 6.44% – 32 12.5% 3.4
Advisor OS
2235
Advisor OS
Illinois
$870M +$102M +13% 7.4% 68.8% 411 23.36% 1.5
Austin Private Wealth
2236
Austin Private Wealth
Texas
$869M +$77.6M +10% 7.2% 62.3% 295 21.36% 1.6
Alpine Investment Management
2237
Alpine Investment Management
Hong Kong
$868M +$377M +77% 1.81% 33.7% 22 86.36% 0.2
Marble Harbor Investment Counsel
2238
Marble Harbor Investment Counsel
Massachusetts
$868M +$54.8M +7% 9.42% 66.7% 212 10.85% 6
Middleton & Co
2239
Middleton & Co
Massachusetts
$867M +$65.4M +8% 8.55% 81.8% 170 9.41% 5.8
Kingswood Wealth Advisors
2240
Kingswood Wealth Advisors
California
$867M -$15.2M -2% 15.4% 134% 730 27.67% 0.4
OCMI
2241
Oaktop Capital Management II
New Jersey
$865M +$111M +15% 15.7% 451% 15 6.67% 6.7
Graves Light Lenhart Wealth
2242
Graves Light Lenhart Wealth
Virginia
$863M +$58.1M +7% 5.57% 47.7% 187 4.28% 3.7
Recurrent Investment Advisors
2243
Recurrent Investment Advisors
Texas
$863M +$181M +27% 14.7% 99.7% 51 15.69% 3.2
Global Strategic Investment Solutions
2244
Global Strategic Investment Solutions
Arizona
$862M +$46M +6% 6.08% 56.8% 155 11.61% 2.8
Gemmer Asset Management
2245
Gemmer Asset Management
California
$861M +$46.6M +6% 7.54% 96.8% 138 13.04% 5.4
Ausdal Financial Partners
2246
Ausdal Financial Partners
Iowa
$861M +$53M +7% 6.85% 63.2% 496 13.31% 3.6
Dorsey Asset Management
2247
Dorsey Asset Management
Illinois
$860M +$82.2M +11% 10.2% 122% 10 10% 3.7
CPIH
2248
Consolidated Press International Holdings
Australia
$860M +$63.5M +8% 55.8% – 14 35.71% 0.7
Caldwell Trust
2249
Caldwell Trust
Florida
$859M +$67M +8% 11.3% 97.5% 738 9.62% 3.5
ACK Asset Management
2250
ACK Asset Management
Connecticut
$858M +$27M +3% 7.82% 132% 21 4.76% 2