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)
Pinkerton Retirement Specialists
3351
Pinkerton Retirement Specialists
Idaho
$330M -$118M -26% 9.66% 82.9% 109 33.03% 2.6
Shelter Mutual Insurance
3352
Shelter Mutual Insurance
Missouri
$330M -$51.2M -13% 12.2% 51.2% 55 5.45% 5.1
Recurrent Investment Advisors
3353
Recurrent Investment Advisors
Texas
$330M +$14.8M +5% 5% 99.7% 49 18.37% 1.8
Brian C. Broderick
3354
Brian C. Broderick
$330M -$61.7M -16% 12.6% 98.6% 75 5.33% 6.3
Oracle Investment Management
3355
Oracle Investment Management
Connecticut
$329M -$177M -35% 1.83% 865% 42 59.52% 2.9
Permit Capital
3356
Permit Capital
Pennsylvania
$329M -$43.4M -12% 12.1% 121% 30 10% 4.2
Avalon Global Asset Management
3357
Avalon Global Asset Management
California
$329M -$103M -24% 25.9% 278% 59 52.54% 2.4
Community Bank of Raymore
3358
Community Bank of Raymore
Missouri
$329M -$29.4M -8% 11.5% 91.9% 72 16.67% 4.3
Morgan Dempsey Capital Management
3359
Morgan Dempsey Capital Management
Wisconsin
$329M -$8.23M -2% 4.6% 52.1% 105 9.52% 3.1
GFG Capital
3360
GFG Capital
Florida
$328M -$8.68M -3% 16% 152% 162 25.31% 1.4
MCG
3361
McCollum Christoferson Group
New York
$328M -$76.6M -19% 15.2% 59.4% 75 14.67% 3.4
Farmers & Merchants Trust Company
3362
Farmers & Merchants Trust Company
California
$328M -$56.3M -15% 10.7% 79.8% 180 14.44% 2.9
WCMN
3363
Westchester Capital Management (Nebraska)
Nebraska
$328M -$60.1M -16% 12.4% 121% 56 12.5% 5
Cloverfields Capital Group
3364
Cloverfields Capital Group
Minnesota
$328M +$7.72M +2% 8.56% 101% 78 28.21% 0.8
Parkside Financial Bank & Trust
3365
Parkside Financial Bank & Trust
Missouri
$327M -$47M -13% 14.5% 73.6% 2,022 10.14% 3.6
Paradigm Asset Management
3366
Paradigm Asset Management
New York
$327M -$53.6M -14% 8.55% 73.8% 527 51.61% 1.4
NIC
3367
Northwest Investment Counselors
Oregon
$326M -$52.6M -14% 13.5% 32.4% 629 13.67% 2
Harber Asset Management
3368
Harber Asset Management
North Carolina
$326M -$65.1M -17% 16.4% 63.6% 42 35.71% 0.9
Bell Investment Advisors
3369
Bell Investment Advisors
California
$326M – – 9.66% 41% 1,879 – 0.6
Bedell Frazier Investment Counselling
3370
Bedell Frazier Investment Counselling
California
$326M -$69.8M -18% 11.3% 72.5% 93 18.28% 2.6
Ellenbecker Investment Group
3371
Ellenbecker Investment Group
Wisconsin
$326M -$27.2M -8% 14.4% 56.3% 88 9.09% 2.7
Welch Capital Partners
3372
Welch Capital Partners
New York
$325M -$88.7M -21% 17.5% 79.2% 39 15.38% 2.5
Coastal Bridge Advisors
3373
Coastal Bridge Advisors
Connecticut
$325M -$109M -25% 18.1% 88.1% 187 20.86% 3.2
Strategy Asset Managers
3374
Strategy Asset Managers
California
$325M -$137M -30% 13.9% 115% 259 40.93% 2.8
Silverarc Capital Management
3375
Silverarc Capital Management
Massachusetts
$325M +$83.1M +34% 5.15% 2,765% 91 47.25% 0.7