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)
Kore Private Wealth
2251
Kore Private Wealth
New York
$649M +$132M +26% 18.5% 35.9% 354 28.25% 1.2
Girard Partners
2252
Girard Partners
Pennsylvania
$649M +$51.7M +9% 11.6% 25.7% 221 10.86% 3.9
CI
2253
CPMG Inc
Texas
$649M +$47.9M +8% 23.4% 878% 19 31.58% 1.4
Vantagepoint Investment Advisers
2254
Vantagepoint Investment Advisers
District of Columbia
$649M +$130M +25% 4.74% 42.7% 3 0% 0.7
MFP
2255
Michael F. Price
$649M +$97.2M +18% 25.2% 42.6% 125 13.6% 3
Maple Capital Management
2256
Maple Capital Management
Vermont
$649M +$31.2M +5% 12.2% 114% 105 5.71% 4.1
Forte Capital
2257
Forte Capital
New York
$648M +$106M +20% 17.1% 98.3% 202 11.39% 2.1
Bell Bank
2258
Bell Bank
North Dakota
$648M +$78.5M +14% 13.2% 71% 170 15.29% 3.4
NJ State Employees Deferred Compensation Plan
2259
NJ State Employees Deferred Compensation Plan
New Jersey
$648M +$91.1M +16% 20.5% 127% 510 4.71% 4.2
Maltese Capital Management
2260
Maltese Capital Management
New York
$648M +$58.9M +10% 33.8% 114% 176 31.82% 2.3
CAM
2261
Coltrane Asset Management
New York
$646M -$78.2M -11% 0% 50.3% 7 85.71% 0.1
Manchester Capital Management
2262
Manchester Capital Management
Vermont
$646M +$2.21M +0.3% 13.8% 86.7% 811 23.8% 3.3
Indus Capital Partners
2263
Indus Capital Partners
New York
$645M -$31.2M -5% 21.1% 117% 49 26.53% 1.3
John G. Ullman & Associates
2264
John G. Ullman & Associates
New York
$645M +$162M +34% 14.3% 162% 158 22.78% 2.7
Ropes Wealth Advisors
2265
Ropes Wealth Advisors
Massachusetts
$645M +$128M +25% 21.3% 71% 961 43.81% 2
Financial Synergies Wealth Advisors
2266
Financial Synergies Wealth Advisors
Texas
$643M +$252M +65% 13.4% 79% 64 18.75% 0.9
Tygh Capital Management
2267
Tygh Capital Management
Oregon
$643M +$115M +22% 33.9% 251% 97 22.68% 1.2
Adventist Health System West
2268
Adventist Health System West
California
$642M +$36.8M +6% 13.8% 60.2% 5 20% 1.5
Northstar Investment Advisors
2269
Northstar Investment Advisors
Colorado
$642M +$86.1M +15% 9.72% 85.8% 145 11.72% 3.4
Gabelli & Co Investment Advisers
2270
Gabelli & Co Investment Advisers
New York
$642M +$86.9M +16% 23.7% 241% 408 62.99% 0.8
Abner Herrman & Brock
2271
Abner Herrman & Brock
New Jersey
$642M +$48.6M +8% 11.9% 156% 127 15.75% 3.8
Marks Group Wealth Management
2272
Marks Group Wealth Management
Minnesota
$642M +$88.3M +16% 13.9% 71.4% 263 9.89% 0.8
Suncoast Equity Management
2273
Suncoast Equity Management
Florida
$641M +$72.1M +13% 8.68% 96.1% 48 27.08% 2.5
BTR Capital Management
2274
BTR Capital Management
California
$640M +$74.8M +13% 13.6% 35% 173 13.29% 4.3
Thomas White International
2275
Thomas White International
Illinois
$640M +$98.5M +18% 12.2% 34.9% 327 14.98% 2.3