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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
JAM
2551
JCIC Asset Management
Ontario, Canada
$285M -$10.5M -4% 4.73% 61 13.11%
FTC
2552
Farmers Trust Company
Ohio
$284M -$5.76M -2% 5.3% 73.5% 144 16.67%
HCP
2553
Holt Capital Partners
Texas
$284M +$13.8M +5% 3.69% 55.2% 137 3.65%
CIM
2554
Contravisory Investment Management
Massachusetts
$284M -$10.3M -4% 6.92% 129% 351 35.9%
IAM
2555
Ion Asset Management
Israel
$283M +$46.6M +20% 18.7% 125% 16 25%
GFA
2556
Gallagher Fiduciary Advisors
Illinois
$283M -$50.9M -15% 3.3% 33.7% 7 14.29%
TB
2557
Terril Brothers
Missouri
$283M -$3.69M -1% 3.04% 94.4% 47 12.77%
IB
2558
Intrust Bank
Kansas
$283M +$19.1M +7% 5.81% 79.5% 378 11.11%
OIA
2559
Optimum Investment Advisors
Illinois
$282M +$16.3M +6% 5.14% 125% 298 11.74%
WDL
2560
Well Done LLC
Michigan
$282M +$17.2M +6% 3.98% 77% 107 16.82%
PJSIMP
2561
P.J. Schmidt Investment Management (PJS)
Wisconsin
$282M +$11.5M +4% 5.13% 58.1% 129 9.3%
NRC
2562
North Run Capital
Massachusetts
$281M -$46.1M -14% 9.26% 19.4% 23 43.48%
KFA
2563
Kays Financial Advisory
Georgia
$281M +$24.4M +10% 3.59% 23.3% 80 18.75%
ARMC
2564
American Research & Management Company
Massachusetts
$281M -$10.8M -4% 5.5% 35.1% 374 12.83%
RI
2565
RWWM Inc
California
$281M +$8.53M +3% 2.49% 37% 10 20%
ANB
2566
Amarillo National Bank
Texas
$280M +$11.2M +4% 2.73% 56.3% 80 8.75%
BIA
2567
Biondo Investment Advisors
Pennsylvania
$280M -$22.4M -7% 7.07% 89.1% 86 24.42%
YCM
2568
Yakira Capital Management
Connecticut
$280M +$74.7M +36% 5.37% 77.4% 122 48.36%
RIM
2569
Rampart Investment Management
Connecticut
$279M +$3.97M +1% 5.67% 74% 514 80.54%
LA
2570
LVW Advisors
New York
$279M -$7.1M -2% 4.81% 71.5% 145 19.31%
MAP
2571
Managed Asset Portfolios
Michigan
$279M +$24.9M +10% 8.41% 72.8% 31 16.13%
SMC
2572
Smith, Moore & Co
Missouri
$279M +$16.3M +6% 5.1% 55.8% 248 15.73%
NGA
2573
Naples Global Advisors
Florida
$279M +$21.8M +8% 5.81% 103% 278 13.31%
CVGPI
2574
Commonwealth Venture (GP) Partners IV
Massachusetts
$278M -$51.9M -16% 5.07% 1 0%
ARM
2575
Adirondack Research & Management
New York
$278M -$16M -5% 2.2% 47.8% 122 18.03%