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)
North Star Investment Management
1551
North Star Investment Management
Illinois
$862M +$25.3M +3% 3.69% 80.6% 1,143 6.65% 2.7
WMS Partners
1552
WMS Partners
Maryland
$860M +$18.2M +2% 4.34% 10.8% 232 9.91% 3.1
Community Trust & Investment
1553
Community Trust & Investment
Kentucky
$859M +$32.3M +4% 3.49% 123% 67 20.9% 2.6
Goelzer Investment Management
1554
Goelzer Investment Management
Indiana
$859M +$23.8M +3% 2.78% 97.2% 214 9.35% 3.3
Strategic Value Partners
1555
Strategic Value Partners
Connecticut
$853M -$34M -4% 37.2% – 13 46.15% 0.3
Trustmark National Bank Trust Department
1556
Trustmark National Bank Trust Department
Mississippi
$852M -$74.2M -8% 1.5% 58.6% 276 19.2% 3.4
InterOcean Capital
1557
InterOcean Capital
Illinois
$852M +$98.5M +13% 1.57% 32.1% 200 16% 2.2
RBC Europe
1558
RBC Europe
United Kingdom
$852M +$34.2M +4% 5.62% 59.4% 1,206 11.69% 0.7
RBF Capital
1559
RBF Capital
California
$851M +$12M +1% 3.52% 147% 418 14.83% 2.9
Intrinsic Edge Capital Management
1560
Intrinsic Edge Capital Management
Illinois
$851M +$194M +29% 13.8% 283% 216 69.44% 0.3
TPCM
1561
Tide Point Capital Management
Connecticut
$851M -$455M -35% 7.27% 144% 55 63.64% 0.4
BLS Capital Fondsmaeglerselskab
1562
BLS Capital Fondsmaeglerselskab
Denmark
$850M +$69.4M +9% 5.8% 2.43% 13 15.38% 1.9
Investure LLC
1563
Investure LLC
Virginia
$847M -$212M -20% 2.02% 55.4% 16 25% 1.9
Moody Lynn & Lieberson
1564
Moody Lynn & Lieberson
Massachusetts
$847M +$19.2M +2% 3.71% 142% 219 17.35% 2.3
MFP
1565
Michael F. Price
$846M +$3.74M +0.4% 1.09% 42.6% 127 21.26% 2.4
Waterfront Capital Partners
1566
Waterfront Capital Partners
New York
$845M +$11.1M +1% 9.51% 88.3% 71 53.52% 0.6
St. James Investment Company
1567
St. James Investment Company
Texas
$845M +$17.5M +2% 2.66% 43.8% 50 28% 1.6
D.J. St. Germain
1568
D.J. St. Germain
Massachusetts
$840M +$48.2M +6% 1.79% 65.3% 172 7.56% 2.8
Capital Analysts LLC
1569
Capital Analysts LLC
Pennsylvania
$840M +$31M +4% 0.99% 51.3% 609 15.27% 1.9
Legacy Private Trust
1570
Legacy Private Trust
Wisconsin
$839M -$17.1M -2% 0.22% 71.1% 237 9.7% 3
Black-and-white Capital
1571
Black-and-white Capital
California
$837M +$202M +32% 12.1% 265% 51 60.78% 0.4
SCF Partners
1572
SCF Partners
Texas
$837M +$185M +28% 21.2% 2.1% 4 25% 1.4
Ledyard National Bank
1573
Ledyard National Bank
$836M +$13.7M +2% 2.46% 80.7% 767 10.95% 3.2
BTS Asset Management
1574
BTS Asset Management
Massachusetts
$836M – – 0.87% 8.8% 5 – 2.8
Sageview Capital
1575
Sageview Capital
Connecticut
$832M +$826M +14,858% 18.6% 335% 2 50% 2.5