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)
Oakworth Capital
2301
Oakworth Capital
Alabama
$389M +$24.2M +7% 3.74% 64.3% 679 4.71% 2.5
Vantage Investment Advisors
2302
Vantage Investment Advisors
Pennsylvania
$389M +$42.5M +12% 3.73% 56.3% 944 18.33% 2.3
Pure Financial Advisors
2303
Pure Financial Advisors
California
$389M +$18.1M +5% 3.04% 47.2% 112 6.25% 2.4
Nexthera Capital
2304
Nexthera Capital
New York
$389M +$159M +69% 23.9% 161% 60 68.33% 0.3
Fiduciary Trust International
2305
Fiduciary Trust International
Massachusetts
$388M +$1.44M +0.4% 2.75% 36.8% 114 20.18% 1.6
JFS Wealth Advisors
2306
JFS Wealth Advisors
Pennsylvania
$387M +$22.9M +6% 3.58% 54.8% 470 13.19% 2.4
HITE Hedge Asset Management
2307
HITE Hedge Asset Management
Massachusetts
$387M +$88.3M +30% 2.61% 54.4% 73 53.42% 0.8
Bruderman Asset Management
2308
Bruderman Asset Management
New York
$386M +$11.9M +3% 5.11% 31.7% 362 67.13% 2
12th Street Asset Management Company
2309
12th Street Asset Management Company
Tennessee
$386M -$2.4M -0.6% 3.43% 106% 22 18.18% 1.8
SHCM
2310
Stokes & Hubbell Capital Management
Louisiana
$386M +$60.9M +19% 3.64% 31.2% 117 15.38% 1.4
Paradigm Asset Management
2311
Paradigm Asset Management
New York
$386M -$109M -22% 4.22% 73.8% 586 29.86% 1.4
Hudson Valley Investment Advisors
2312
Hudson Valley Investment Advisors
New York
$386M +$23M +6% 4.32% 94.6% 156 5.13% 3.1
Stillwater Capital Advisors
2313
Stillwater Capital Advisors
Pennsylvania
$386M -$8.94M -2% 2.73% 121% 81 11.11% 2.5
CAM
2314
Centre Asset Management
New York
$386M +$10.5M +3% 9.28% 45.3% 54 42.59% 1.4
Foundation Capital
2315
Foundation Capital
California
$385M +$4.03M +1% 18.4% – 5 0% 2.3
NWAM LLC
2316
NWAM LLC
Washington
$385M -$190M -33% 3.76% 112% 349 14.04% 1.8
Symetra Life Insurance
2317
Symetra Life Insurance
Washington
$385M +$14.4M +4% 3.12% – 3 0% 1.8
InterWest Venture Management
2318
InterWest Venture Management
California
$384M -$38.3M -9% 4.75% 57.6% 12 16.67% 0.8
RBO & Co
2319
RBO & Co
California
$384M +$13.6M +4% 0.83% 27.9% 51 1.96% 3.3
Sowell Financial Services
2320
Sowell Financial Services
Arkansas
$384M +$31.3M +9% 4.58% 94.8% 290 23.79% 0.6
MGM
2321
Miura Global Management
New York
$383M -$73.1M -16% 10.3% 375% 18 33.33% 1
Berkshire Money Management
2322
Berkshire Money Management
Massachusetts
$383M +$28.4M +8% 3.61% 61.8% 24 12.5% 1.9
MAM
2323
Marketfield Asset Management
New York
$383M +$12.6M +3% 8.59% 61.5% 42 2.38% 2.1
Claar Advisors
2324
Claar Advisors
New York
$383M +$30.9M +9% 3.86% 65.5% 44 43.18% 0.7
KLCM Advisors
2325
KLCM Advisors
Wisconsin
$383M +$16.5M +5% 6.58% 122% 96 10.42% 2.3