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)
Chemung Canal Trust
3626
Chemung Canal Trust
New York
$505M +$3.4M +0.7% 3.49% 93.4% 120 5.83% 8.3
ALM First Financial Advisors
3627
ALM First Financial Advisors
Texas
$505M +$9.39M +2% 2.36% 50.5% 25 8% 2.4
Contravisory Investment Management
3628
Contravisory Investment Management
Massachusetts
$505M -$11.7M -2% 3.43% 135% 435 33.1% 1.7
Wealth Dimensions Group
3629
Wealth Dimensions Group
Ohio
$504M +$17.5M +4% 1.95% 63.6% 184 9.78% 3.5
PWM
3630
Praetorian Wealth Management
California
$504M +$16.3M +3% 1.51% 60.4% 76 18.42% 1.9
Marietta Investment Partners
3631
Marietta Investment Partners
Wisconsin
$504M -$15M -3% 2.71% 160% 181 18.23% 5
MM
3632
Marino Management
Connecticut
$504M – – 10.3% – 10 – 1
RB Capital Management
3633
RB Capital Management
Nevada
$503M +$18.9M +4% 2.94% 79.4% 206 13.11% 5
TCOT
3634
Trust Company of Tennessee
Tennessee
$503M +$29M +6% 1.14% – 7 0% 1.4
Convergence Investment Partners
3635
Convergence Investment Partners
Florida
$503M +$57.4M +13% 9.32% 304% 306 39.22% 3.1
HeadInvest LLC
3636
HeadInvest LLC
Maine
$503M +$19.1M +4% 2.13% 59.1% 222 8.11% 6.4
Garden Investment Management
3637
Garden Investment Management
Connecticut
$502M +$66.9M +15% 11.8% – 1 0% 1
Paragon Capital Management (Colorado)
3638
Paragon Capital Management (Colorado)
Colorado
$502M -$29.2M -6% 1.46% 109% 213 14.08% 3.1
ACM
3639
Aljian Capital Management
Nevada
$502M +$5.37M +1% 5.87% 162% 126 7.14% 2.5
Drake & Associates
3640
Drake & Associates
Wisconsin
$502M +$24.6M +5% 1.67% 47.9% 106 7.55% 1.7
Louisbourg Investments
3641
Louisbourg Investments
New Brunswick, Canada
$502M +$43.7M +10% 4.07% 93.1% 225 12.89% 1.5
Generali Investments Management
3642
Generali Investments Management
Slovenia
$502M +$22.4M +5% 4.48% – 178 10.11% 0.8
Gifford Fong Associates
3643
Gifford Fong Associates
California
$501M +$25.6M +5% 6.15% 180% 124 1.61% 7
Augustine Asset Management
3644
Augustine Asset Management
Florida
$501M +$3.85M +0.8% 3% 316% 119 11.76% 4.3
RS Crum Inc
3645
RS Crum Inc
California
$500M +$50.6M +11% 2.34% 54.2% 102 7.84% 2.9
Vickerman Investment Advisors
3646
Vickerman Investment Advisors
Washington
$500M +$5.89M +1% 1.62% 47.3% 94 20.21% 2.7
MAM
3647
Morse Asset Management
Connecticut
$500M -$783K -0.2% 4.62% 222% 429 22.38% 2
Old Second National Bank of Aurora
3648
Old Second National Bank of Aurora
Illinois
$500M +$14.6M +3% 3.32% 93.7% 304 11.84% 7
YLHM
3649
Yelin Lapidot Holdings Management
Israel
$499M +$22.9M +5% 13.3% 144% 93 9.68% 2
Welch Capital Partners
3650
Welch Capital Partners
New York
$499M +$13.4M +3% 3.52% 79.2% 27 7.41% 4.2