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)
NewSquare Capital
2251
NewSquare Capital
Pennsylvania
$437M +$19.5M +5% 3.83% 76.5% 380 26.84% 2.3
Stonebridge Capital Advisors
2252
Stonebridge Capital Advisors
Minnesota
$437M +$30.2M +7% 7.24% 80.1% 187 9.09% 2.7
Alpha Wave Global
2253
Alpha Wave Global
New York
$437M +$35.6M +9% 1.87% 226% 25 48% 0.9
Tompkins Financial
2254
Tompkins Financial
New York
$436M +$14M +3% 4.43% 84.4% 461 23.43% 3
Narwhal Capital Management
2255
Narwhal Capital Management
Georgia
$435M +$31.6M +8% 5.25% 93.8% 157 12.74% 2.8
Cynosure Advisors
2256
Cynosure Advisors
Utah
$435M – – 2.63% – 224 – 0
Rutabaga Capital Management
2257
Rutabaga Capital Management
Massachusetts
$435M -$34.2M -7% 15.8% 57% 56 19.64% 2
Vantage Investment Advisors
2258
Vantage Investment Advisors
Pennsylvania
$435M +$45.8M +12% 5.82% 56.3% 993 16.72% 2.4
GVO Asset Management
2259
GVO Asset Management
Switzerland
$434M -$52.4M -11% 7.28% 71.2% 19 36.84% 1.2
Institute for Wealth Management
2260
Institute for Wealth Management
Colorado
$433M +$126M +41% 7.01% 137% 426 48.59% 0.4
CPWM LLC
2261
CPWM LLC
Washington
$433M +$7.85M +2% 5.15% 36.6% 256 14.84% 2.6
RP
2262
RBS Partners
Florida
$433M -$79.3M -15% 8.12% 210% 6 0% 3.7
J.M. Forbes & Co
2263
J.M. Forbes & Co
Massachusetts
$433M +$32.1M +8% 6.9% 112% 114 10.53% 3
Think Investments
2264
Think Investments
California
$433M +$39.2M +10% 6.49% 285% 21 47.62% 0.7
Arrow Financial
2265
Arrow Financial
New York
$433M +$11.1M +3% 6.14% 66.5% 352 9.94% 3.5
SPC Financial Inc
2266
SPC Financial Inc
Maryland
$432M +$28M +7% 5.6% 65.1% 122 4.1% 2.2
MRCM
2267
M&R Capital Management
New Jersey
$431M +$16.9M +4% 5.93% 52.6% 588 7.65% 2
REMS
2268
Real Estate Management Services
$431M -$55.3M -11% 2.63% 67.2% 31 16.13% 1.9
3AM
2269
3D Asset Management
Connecticut
$430M +$9.5M +2% 3.46% 0.82% 53 3.77% 3.3
CCM
2270
Cohen Capital Management
California
$430M +$17.1M +4% 4.88% 91.5% 145 7.59% 3.2
Greenwood Capital Associates
2271
Greenwood Capital Associates
South Carolina
$429M +$27M +7% 7.07% 81.3% 246 31.3% 1.4
Wintrust Investments
2272
Wintrust Investments
Illinois
$428M +$32.7M +8% 4.76% 27.5% 292 11.3% 1
Oberweis Asset Management
2273
Oberweis Asset Management
Illinois
$428M +$68.2M +19% 7.92% 485% 256 42.58% 0.8
Jordan Park Group
2274
Jordan Park Group
California
$427M – – 3.22% 43.2% 30 – 0
GTC
2275
Ghost Tree Capital
New York
$426M -$44.5M -9% 23.2% 265% 88 72.73% 0.4