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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 Avg Holding
Period (Yrs)
CDIA
2551
Capital Directions Investment Advisors
Georgia
$311M +$18.1M +6% 4.52% 7.53% 125 29.6% 2.1
Dorchester Wealth Management
2552
Dorchester Wealth Management
Quebec, Canada
$311M +$21.3M +7% 5.37% 18.3% 113 10.62% 1.8
Bronson Point Management
2553
Bronson Point Management
Connecticut
$311M +$87.1M +39% 6.67% 7.56% 66 65.15% 0.3
LVZ Inc
2554
LVZ Inc
Michigan
$311M +$22.2M +8% 4.2% 52.9% 73 15.07% 1.4
NTCM
2555
Nine Ten Capital Management
Illinois
$311M -$16.2M -5% 8.09% 166% 9 0% 2
Blue Chip Partners
2556
Blue Chip Partners
Michigan
$311M +$23.7M +8% 5.06% 81.2% 129 3.1% 2.2
TAM
2557
Taylor Asset Management
Ontario, Canada
$310M +$7.99M +3% 3.1% 12.9% 32 28.13% 1.2
Lee Financial
2558
Lee Financial
Texas
$310M +$38.2M +14% 2.78% 75% 556 19.42% 0.6
Miller Investment Management
2559
Miller Investment Management
Pennsylvania
$309M +$26.7M +9% 4.37% 60.2% 73 5.48% 3
Herald Investment Management
2560
Herald Investment Management
United Kingdom
$309M +$17.2M +6% 8.06% 493% 95 10.53% 2.6
ARMC
2561
American Research & Management Company
Massachusetts
$309M +$4.26M +1% 2.57% 35.1% 365 8.77% 3.1
TCM
2562
Tradition Capital Management
New Jersey
$309M +$6.67M +2% 5.89% 43.5% 167 11.38% 2.8
Zebra Capital Management
2563
Zebra Capital Management
Connecticut
$309M -$13.8M -4% 4.18% 142% 309 28.8% 1.4
Flagship Harbor Advisors
2564
Flagship Harbor Advisors
Massachusetts
$308M +$20.2M +7% 4.18% 68.3% 370 13.51% 0.6
Perigon Wealth Management
2565
Perigon Wealth Management
California
$308M -$151M -33% 4.84% 104% 765 37.12% 1.1
Bristlecone Advisors
2566
Bristlecone Advisors
Washington
$308M +$13.1M +4% 4.22% 103% 295 51.86% 0.7
AJ Wealth Strategies
2567
AJ Wealth Strategies
New York
$308M +$44.2M +17% 3.74% 32.2% 81 8.64% 0.6
Spectrum Management Group
2568
Spectrum Management Group
Indiana
$308M +$42.5M +16% 4.56% 44% 482 81.12% 0.3
Institute for Wealth Management
2569
Institute for Wealth Management
Colorado
$308M -$56M -15% 5.19% 137% 430 46.51% 0.5
CenturyLink Investment Management
2570
CenturyLink Investment Management
Colorado
$307M +$11.2M +4% 3.84% – 190 15.26% 2.3
Martin & Co
2571
Martin & Co
Tennessee
$307M -$17.3M -5% 3.39% 67.8% 109 3.67% 3.5
AIM
2572
Advantage Investment Management
Iowa
$307M +$20.4M +7% 3.56% 28.6% 1,175 18.21% 1.8
Versor Investments
2573
Versor Investments
New York
$306M -$63M -17% 13.3% 240% 262 57.63% 0.2
Intrust Bank
2574
Intrust Bank
Kansas
$306M +$12.6M +4% 5.66% 102% 395 12.91% 2.3
HCP
2575
Holt Capital Partners
Texas
$306M +$15.4M +5% 3.25% 69.5% 142 4.23% 2.8