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)
WFM Asia
2276
WFM Asia
British Virgin Islands
$921M +$15.9M +2% 12.2% 89.9% 7 14.29% 3.5
Certuity
2277
Certuity
Florida
$921M -$5.44M -0.6% 4.28% 190% 420 23.1% 2
Berkshire Money Management
2278
Berkshire Money Management
Massachusetts
$920M +$46.1M +5% 1.24% 61.8% 86 53.49% 1.8
Voya Financial Advisors
2279
Voya Financial Advisors
Connecticut
$919M -$7.71M -0.8% 1.37% 44.8% 236 9.75% 5.8
Penn Davis McFarland
2280
Penn Davis McFarland
Texas
$919M +$29.7M +3% 2.98% 100% 83 9.64% 3.3
Fort Point Capital Partners
2281
Fort Point Capital Partners
California
$918M +$107M +13% 2.27% 62.2% 325 17.54% 3.4
Richard C. Young & Co
2282
Richard C. Young & Co
Rhode Island
$918M +$2.36M +0.3% 0.79% 137% 91 15.38% 4.3
CIG
2283
CCM Investment Group
Minnesota
$917M – – 5.8% – 208 – 0
Diversified Portfolios Inc
2284
Diversified Portfolios Inc
Michigan
$917M +$26.8M +3% 1.59% 38.2% 150 10% 3.6
Matrix Asset Advisors
2285
Matrix Asset Advisors
New York
$916M +$16.5M +2% 1.28% 84.9% 111 9.01% 4.5
Longbow Finance
2286
Longbow Finance
Switzerland
$915M -$22.1M -2% 9.12% 162% 116 62.93% 0.7
Miller Investment Management
2287
Miller Investment Management
Pennsylvania
$914M -$46.8M -5% 2.02% 60.2% 105 5.71% 6
Twin Capital Management
2288
Twin Capital Management
Pennsylvania
$913M +$27M +3% 4.17% 132% 315 11.75% 3.7
Aveo Capital Partners
2289
Aveo Capital Partners
Colorado
$913M -$28.3M -3% 1.2% 19.1% 368 16.3% 2.5
Carret Asset Management
2290
Carret Asset Management
New York
$913M -$8.76M -1% 2.13% 94.4% 291 4.47% 7.6
L & S Advisors
2291
L & S Advisors
California
$912M -$44.4M -5% 7.8% 231% 378 18.78% 1.9
CapWealth Advisors
2292
CapWealth Advisors
Tennessee
$912M -$7.23M -0.8% 3.75% 152% 110 9.09% 5.8
Van Cleef Asset Management
2293
Van Cleef Asset Management
Ohio
$912M +$11.2M +1% 5.37% 104% 126 8.73% 6.9
AH
2294
Allen Holding
New York
$912M -$15.3M -2% 15.9% 135% 14 0% 6.9
Sawgrass Asset Management
2295
Sawgrass Asset Management
Florida
$911M -$50.3M -5% 1.48% 96.6% 185 10.27% 2.1
FP
2296
FPR Partners
California
$910M -$161M -15% 2.85% 33% 12 8.33% 7.4
ICICI Prudential Asset Management
2297
ICICI Prudential Asset Management
India
$909M -$37.1M -4% 0.73% 62.1% 168 10.12% 2.5
Iron Triangle Partners
2298
Iron Triangle Partners
Connecticut
$908M +$187M +26% 3.31% 152% 39 76.92% 0.3
West Coast Financial
2299
West Coast Financial
California
$908M -$1.49M -0.2% 0.84% 22.2% 179 11.73% 4.7
Stonebridge Financial Group (Pennsylvania)
2300
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$907M – – 0.78% – 834 – 0