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)
Penn Davis McFarland
2401
Penn Davis McFarland
Texas
$888M +$42.5M +5% 5.81% 100% 77 5.19% 3.8
Aprio Wealth Management
2402
Aprio Wealth Management
Georgia
$887M +$88.4M +11% 8.48% 60.6% 438 21% 1.5
Trust Company
2403
Trust Company
Kansas
$886M +$44M +5% 6.41% 40.6% 456 11.4% 4.4
Spirepoint Private Client
2404
Spirepoint Private Client
Florida
$886M +$120M +16% 10.6% – 239 13.39% 1
Ally Financial
2405
Ally Financial
Michigan
$885M -$6.01M -0.7% 2.37% 9.35% 123 26.02% 2.4
TFP
2406
Triple Frond Partners
California
$885M +$145M +20% 20.3% 92.9% 10 0% 4.6
Artemis Wealth Advisors
2407
Artemis Wealth Advisors
New York
$883M +$406M +85% 19.4% 174% 36 44.44% 2.5
Cynosure Group
2408
Cynosure Group
Utah
$883M +$157M +22% 10.2% 56.8% 401 12.47% 1.3
Alta Park Capital
2409
Alta Park Capital
California
$881M +$366M +71% 34.6% 1,071% 39 64.1% 1
Hartline Investment Corp
2410
Hartline Investment Corp
Illinois
$881M +$131M +17% 22.9% 201% 111 15.32% 3.2
Sawgrass Asset Management
2411
Sawgrass Asset Management
Florida
$880M +$64.1M +8% 12.8% 96.6% 189 11.11% 2.3
Pekin Hardy Strauss
2412
Pekin Hardy Strauss
Illinois
$879M +$52.9M +6% 8.82% 102% 413 25.67% 4.1
Octavia Wealth Advisors
2413
Octavia Wealth Advisors
Ohio
$879M +$55.6M +7% 9.04% 67.9% 246 12.2% 2.8
Pinnbrook Capital Management
2414
Pinnbrook Capital Management
New York
$876M +$380M +77% 29.8% 913% 115 76.52% 0.1
McIlrath & Eck
2415
McIlrath & Eck
Washington
$876M +$61.7M +8% 7.45% 44% 980 10.51% 4.1
Diameter Capital Partners
2416
Diameter Capital Partners
New York
$876M +$18.4M +2% 6.6% 378% 34 55.88% 0.8
ABC Arbitrage
2417
ABC Arbitrage
France
$876M +$337M +63% 9.79% – 286 63.99% 0.2
TCG Crossover Management
2418
TCG Crossover Management
California
$876M +$142M +19% 47.2% 3,013% 39 10.26% 1.5
Prospector Partners
2419
Prospector Partners
Connecticut
$875M -$12.6M -1% 3.9% 53.6% 99 12.12% 4.9
Synergy Asset Management
2420
Synergy Asset Management
Washington
$874M +$81.2M +10% 11.4% 97.3% 228 43.86% 1.1
Parthenon LLC
2421
Parthenon LLC
Kentucky
$874M +$61M +8% 8.8% 93.3% 128 6.25% 8.2
Oasis Management Company
2422
Oasis Management Company
Cayman Islands
$874M +$347M +66% 13.3% 368% 107 41.12% 1
Shay Capital
2423
Shay Capital
New York
$873M +$186M +27% 16.3% 166% 455 63.08% 0.6
Jackson Thornton Wealth Management
2424
Jackson Thornton Wealth Management
Alabama
$873M +$120M +16% 7.32% 64.4% 162 43.21% 1
Coastline Trust
2425
Coastline Trust
Rhode Island
$873M +$68.6M +9% 13.3% 106% 399 3.51% 4.8