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
BPGAM
2401
BTG Pactual Global Asset Management
Bermuda
$372M +$99.3M +36% 0.37% 88.9% 85 64.71%
IWM
2402
IHT Wealth Management
Illinois
$372M -$5.31M -1% 0.95% 63% 1,829 12.52%
CCG
2403
Chatham Capital Group
Georgia
$372M +$8.45M +2% 1.06% 89.9% 156 11.54%
LIA
2404
LSP Investment Advisors
New York
$372M +$32.6M +10% 6.8% 104% 31 22.58%
VV
2405
Verity & Verity
South Carolina
$372M -$123K -0% 2.41% 76.4% 99 10.1%
CM
2406
Capital Management
Virginia
$371M +$3.05M +0.8% 0.7% 40.9% 97 12.37%
IAM
2407
Ion Asset Management
Israel
$370M -$17.7M -5% 18.3% 125% 13 46.15%
IP
2408
Isthmus Partners
Wisconsin
$370M +$2.65M +0.7% 0% 61.1% 309 16.18%
FHC
2409
Forest Hill Capital
Arkansas
$369M +$15.3M +4% 2.67% 138% 52 0%
KA
2410
KLCM Advisors
Wisconsin
$369M -$38.5M -9% 4.96% 97.4% 97 16.49%
RPGK
2411
Retirement Planning Group (Kansas)
Kansas
$369M +$2.24M +0.6% 1.22% 39.9% 55 3.64%
LI
2412
LVZ Inc
Michigan
$368M +$30.5M +9% 0.65% 47.1% 83 39.76%
WA
2413
WBH Advisory
Maryland
$368M -$7.1M -2% 1.22% 47.2% 233 7.73%
SFG
2414
SNS Financial Group
Minnesota
$367M -$48M -12% 0.75% 41.8% 185 16.22%
BBI
2415
Baxter Bros Inc
Connecticut
$367M +$1.69M +0.5% 0.99% 68.8% 120 6.67%
BI
2416
Bulldog Investors
New Jersey
$366M -$1.97M -0.5% 1.54% 20.9% 142 43.66%
AI
2417
Accredited Investors
Minnesota
$366M +$4.55M +1% 0.55% 74% 127 17.32%
BWM
2418
BerganKDV Wealth Management
Minnesota
$366M -$54.1M -13% 2.15% 27.9% 212 17.45%
AT
2419
Argent Trust
Texas
$365M -$8.37M -2% 2.61% 25.7% 206 8.25%
RWA
2420
Ropes Wealth Advisors
Massachusetts
$365M -$16.9M -4% 1.27% 71% 842 37.41%
HIC
2421
Hartline Investment Corp
Illinois
$365M +$3.18M +0.9% 1.86% 151% 114 14.04%
HAG
2422
HighPoint Advisor Group
Illinois
$364M +$15.2M +4% 0.69% 345 24.06%
AIS
2423
AlphaOne Investment Services
Pennsylvania
$364M +$32.6M +10% 1.49% 77.1% 486 41.15%
FNBTCON
2424
First National Bank & Trust Co of Newtown
Pennsylvania
$363M -$9.59M -3% 2.85% 47.6% 128 3.91%
GRP
2425
Global Retirement Partners
California
$363M -$1.06M -0.3% 0.09% 1,583 14.34%