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)
First Trust Direct Indexing
2351
First Trust Direct Indexing
Massachusetts
$772M +$68.4M +10% 11.1% 69% 697 11.19% 0.7
Oldfield Partners
2352
Oldfield Partners
United Kingdom
$771M -$163M -17% 3.31% 98% 22 13.64% 5.6
Beacon Financial Group
2353
Beacon Financial Group
Texas
$769M +$23.9M +3% 7.33% 66.6% 238 13.45% 4
Matrix Asset Advisors
2354
Matrix Asset Advisors
New York
$769M +$58.5M +8% 8.92% 84.9% 86 8.14% 4.1
DT Investment Partners
2355
DT Investment Partners
Pennsylvania
$769M +$22.8M +3% 6.24% 64.3% 147 12.93% 2.4
Resources Management Corp
2356
Resources Management Corp
Connecticut
$768M +$72.9M +10% 13.2% 78.5% 535 10.47% 2.4
Abner Herrman & Brock
2357
Abner Herrman & Brock
New Jersey
$768M +$57.6M +8% 10.8% 156% 116 22.41% 4.1
Oak Hill Capital Management
2358
Oak Hill Capital Management
New York
$768M – – 4.49% 1.19% 2 – 0
EFG Asset Management
2359
EFG Asset Management
Oregon
$767M – – 7.21% 211% 175 – 0
Circle Wealth Management
2360
Circle Wealth Management
New Jersey
$766M +$72.8M +11% 9.63% 71.8% 204 17.16% 2
Triodos Investment Management
2361
Triodos Investment Management
Netherlands
$765M +$21.2M +3% 6.57% 89.9% 37 2.7% 2.8
Manchester Capital Management
2362
Manchester Capital Management
Vermont
$764M +$33.5M +5% 10.9% 86.7% 1,145 19.04% 2.8
RTD Financial Advisors
2363
RTD Financial Advisors
Pennsylvania
$764M – – 6.12% 51.5% 116 – 0
Redwood Investment Management
2364
Redwood Investment Management
Arizona
$763M +$62.6M +9% 6.81% 62.5% 323 43.03% 0.9
North Point Portfolio Managers
2365
North Point Portfolio Managers
Ohio
$763M +$50.1M +7% 12.1% 72.8% 84 5.95% 4.3
Anderson Hoagland & Co
2366
Anderson Hoagland & Co
Missouri
$763M -$21.5M -3% 6.57% 104% 117 11.97% 2.5
Cardiff Park Advisors
2367
Cardiff Park Advisors
California
$762M – – 6.83% 88.6% 308 – 0
Archon Capital Management
2368
Archon Capital Management
Washington
$761M +$53.2M +8% 0.89% 222% 36 16.67% 1.4
Third Avenue Management
2369
Third Avenue Management
New York
$760M +$17.4M +2% 9.71% 113% 64 14.06% 3.8
Nations Financial Group
2370
Nations Financial Group
Iowa
$760M +$101M +15% 9.33% 112% 494 17.21% 2
BIC
2371
Beach Investment Counsel
Pennsylvania
$756M -$299M -28% 12.4% 36% 186 30.65% 4.9
Verus Financial Partners
2372
Verus Financial Partners
Virginia
$756M +$88.3M +13% 4.65% 45.7% 98 5.1% 2.6
AltraVue Capital
2373
AltraVue Capital
Washington
$756M +$79.1M +12% 6.92% 221% 34 5.88% 2.2
Arkadios Wealth Advisors
2374
Arkadios Wealth Advisors
Georgia
$755M +$61.5M +9% 8.33% 91.1% 1,981 72.29% 1.5
LFCM
2375
Long Focus Capital Management
Puerto Rico
$755M – – 3.87% 120% 103 – 0