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)
Spirit of America Management Corp
1376
Spirit of America Management Corp
New York
$945M +$16.8M +2% 0.1% 113% 371 8.36% 2.5
Grimes & Company
1377
Grimes & Company
Massachusetts
$941M +$44.2M +5% 4.35% 66.2% 236 20.76% 2.4
Towle & Co
1378
Towle & Co
Colorado
$940M +$144M +18% 16.5% 172% 34 14.71% 2.3
E.S. Barr & Co
1379
E.S. Barr & Co
Kentucky
$939M +$41M +5% 5.24% 73.5% 88 4.55% 3.3
Sand Hill Global Advisors
1380
Sand Hill Global Advisors
California
$938M +$59.7M +7% 4.16% 58.6% 116 11.21% 2.2
NC
1381
Northpointe Capital
Michigan
$936M -$19.6M -2% 5.19% 33% 197 25.38% 1.4
American Securities
1382
American Securities
New York
$935M +$76.9M +9% 17% – 5 20% 1.6
MB Financial Bank - Trust Department
1383
MB Financial Bank - Trust Department
Illinois
$933M +$8.89M +1% 2.04% 23.5% 412 12.62% 2.6
Montag & Associates
1384
Montag & Associates
Georgia
$932M +$39.3M +4% 4.5% 82.9% 263 12.93% 3.1
Community Trust & Investment
1385
Community Trust & Investment
Kentucky
$931M +$36M +4% 4% 123% 107 5.61% 2.8
Lee, Danner & Bass
1386
Lee, Danner & Bass
Tennessee
$929M +$38.3M +4% 2.94% – 172 6.4% 3.4
Sage Advisory Services
1387
Sage Advisory Services
Texas
$929M +$67.5M +8% 2.97% 33.9% 53 49.06% 0.5
Flow Traders U.S.
1388
Flow Traders U.S.
New York
$928M -$376M -29% 4.66% 86.5% 302 61.26% 0.5
Davidson Investment Advisors
1389
Davidson Investment Advisors
Montana
$926M +$217M +31% 2.68% 79% 204 53.43% 3.2
SG Capital Management
1390
SG Capital Management
Illinois
$925M +$362M +64% 8.89% 250% 89 82.02% 0.1
LMR Partners
1391
LMR Partners
United Kingdom
$924M -$670M -42% 10% 229% 699 71.24% 0.3
Stack Financial Management
1392
Stack Financial Management
Montana
$924M -$38M -4% 3.12% 58.4% 57 14.04% 2.7
Edge Advisors
1393
Edge Advisors
Georgia
$920M +$42.2M +5% 3.86% – 1,060 17.55% 0.7
Ulysses Management
1394
Ulysses Management
New York
$920M +$121M +15% 4.49% 51.8% 65 32.31% 1.4
KL
1395
KGH Ltd
Bahamas
$919M -$183M -17% 2.6% 139% 68 39.71% 0.8
Meeder Asset Management
1396
Meeder Asset Management
Ohio
$918M -$131M -12% 6.02% 156% 1,902 28.92% 0.9
Wealthspire Advisors (Maryland)
1397
Wealthspire Advisors (Maryland)
Maryland
$918M +$73.5M +9% 4.5% 28.9% 2,659 17.9% 1.2
Alambic Investment Management
1398
Alambic Investment Management
California
$916M +$94.1M +11% 4.47% 47.6% 661 43.27% 0.8
Mountain Pacific Investment Advisers
1399
Mountain Pacific Investment Advisers
Idaho
$913M +$15.6M +2% 3.86% 79.5% 106 4.72% 3.5
Pacific Alternative Asset Management Company (PAAMCO)
1400
Pacific Alternative Asset Management Company (PAAMCO)
California
$913M +$522M +134% 6.22% 87.2% 129 57.36% 0.3