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
HT
2326
Heritage Trust
Oklahoma
$1.15B +$158M +16% 19.4% 322 7.14%
WB
2327
Webster Bank
Connecticut
$1.15B +$96.4M +9% 13.3% 77.5% 766 19.84%
AIC
2328
AWM Investment Company
New York
$1.15B +$249M +28% 61.4% 778% 119 28.57%
CFP
2329
Cascade Financial Partners
California
$1.15B +$181M +19% 16.6% 293 15.02%
CIG
2330
Consolidated Investment Group
Colorado
$1.15B +$229M +25% 39.4% 140% 80 7.5%
FWM
2331
Focused Wealth Management
New York
$1.15B +$186M +19% 16.9% 73.9% 300 35.33%
TWM
2332
Tanager Wealth Management
United Kingdom
$1.15B +$115M +11% 10.7% 48.1% 171 22.81%
1CP
2333
1607 Capital Partners
Virginia
$1.15B -$239M -17% 8.69% 28.5% 149 12.08%
MGWM
2334
Marks Group Wealth Management
Minnesota
$1.15B +$111M +11% 13.9% 62.8% 372 15.32%
HIC
2335
Hartline Investment Corp
Illinois
$1.15B +$239M +26% 39.2% 201% 119 9.24%
DWS
2336
Discipline Wealth Solutions
South Carolina
$1.15B +$196M +21% 11.6% 212 16.51%
GG
2337
Gleason Group
Kentucky
$1.15B +$136M +13% 13.6% 64% 471 56.05%
LMGAM
2338
Liberty Mutual Group Asset Management
Massachusetts
$1.15B -$104M -8% 1.27% 47.9% 41 36.59%
WM
2339
WS Management
Florida
$1.14B +$11.6M +1% 69.5% 309% 62 33.87%
SIM
2340
Symetra Investment Management
Connecticut
$1.14B -$10.3M -0.9% 5.25% 37.3% 6 0%
CAM
2341
Carret Asset Management
New York
$1.14B +$122M +12% 16.6% 94.4% 319 11.29%
VCP
2342
Vista Capital Partners
Oregon
$1.14B +$149M +15% 14.6% 61.2% 175 13.71%
MIG
2343
McGuire Investment Group
Rhode Island
$1.14B +$256M +29% 43.7% 184% 140 15.71%
SC
2344
Shellback Capital
Massachusetts
$1.14B +$439M +62% 23.2% 198% 117 56.41%
PCA
2345
Private Capital Advisors
Connecticut
$1.14B +$269M +31% 22% 138% 84 22.62%
PC
2346
Periscope Capital
Ontario, Canada
$1.14B +$238M +26% 3.51% 28.8% 547 33.64%
RIM
2347
RW Investment Management
Idaho
$1.14B +$106M +10% 11.9% 119 8.4%
HGIM
2348
High Ground Investment Management
United Kingdom
$1.14B +$600M +111% 27.5% 25.9% 7 28.57%
YL
2349
YCG LLC
Texas
$1.14B +$31.5M +3% 2.59% 27% 45 15.56%
PCMF
2350
Private Capital Management (Florida)
Florida
$1.14B +$132M +13% 21.6% 118% 214 14.95%