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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)
Wedbush Securities
1651
Wedbush Securities
California
$575M +$22.1M +4% 1.58% 99.9% 841 21.52% 1.5
MLM
1652
Mount Lucas Management
Pennsylvania
$575M -$99.8M -15% 1.11% 109% 158 49.37% 0.5
AIA
1653
Alerus Investment Advisors
Minnesota
$575M -$24.1M -4% 1.43% 32.7% 297 44.44% 1.3
BT
1654
Beacon Trust
New Jersey
$575M -$741K -0.1% 1.59% 33% 194 16.49% 2
CC
1655
Colrain Capital
Massachusetts
$575M -$412M -42% 1.77% – 91 24.18% 2
OCBV
1656
Ownership Capital B.V.
Netherlands
$575M -$24.9M -4% 0.94% 62.8% 16 25% 0.5
CAM
1657
Centre Asset Management
New York
$574M -$8.7M -1% 2.29% 45.3% 91 16.48% 1.7
TL
1658
Tirschwell & Loewy
New York
$571M +$4.3M +0.8% 0.73% 78% 88 11.36% 2.3
WRBC
1659
W.R. Berkley Corp
Connecticut
$571M -$11.9M -2% 0.36% 38.7% 123 68.29% 0.4
WSCM
1660
Wellington Shields Capital Management
New York
$571M -$18.7M -3% 1.45% 137% 348 19.54% 1.9
LH
1661
Lebenthal Holdings
New York
$570M +$144M +34% 1.73% – 359 28.97% 0.8
CIM
1662
Corda Investment Management
Texas
$570M +$37.4M +7% 3.44% 75.4% 54 3.7% 2.1
NB
1663
NBT Bank
New York
$569M +$9.77M +2% 2.23% 68.2% 205 7.8% 2.4
ERM
1664
Elm Ridge Management
New York
$569M +$49.9M +10% 5.52% 93.6% 38 28.95% 1.2
CBU
1665
CIBC Bank USA
Illinois
$568M -$2.54M -0.4% 0.05% 32.3% 270 22.22% 2.1
Wealthspire Advisors (Maryland)
1666
Wealthspire Advisors (Maryland)
Maryland
$567M +$29.3M +5% 1.71% 28.9% 1,993 14.3% 0.2
SIC
1667
Sigma Investment Counselors
Michigan
$565M +$20.9M +4% 1.85% 54.9% 122 4.92% 2.2
WCM
1668
Wallace Capital Management
Texas
$565M +$38.5M +7% 2.04% 62.3% 55 9.09% 2.1
SOAMC
1669
Spirit of America Management Corp
New York
$563M +$40.9M +8% 0.27% 113% 349 10.32% 1.6
MWP
1670
MYCIO Wealth Partners
Pennsylvania
$563M +$2.69M +0.5% 3.21% 69.3% 1,011 29.38% 1.5
LNB
1671
Ledyard National Bank
$563M +$7.3M +1% 1.51% 69.8% 736 9.65% 2
AP
1672
Atwood & Palmer
Missouri
$562M +$35.7M +7% 1.5% 90% 433 32.1% 1.6
DAM
1673
Delta Asset Management
Tennessee
$562M +$17.1M +3% 3.76% 53.8% 654 14.53% 2.1
SI
1674
Sensato Investors
California
$562M +$30.6M +6% 0.4% 75.8% 111 52.25% 0.5
IPC
1675
Invesco Private Capital
New York
$561M +$35.1M +7% 8.99% 41.9% 8 12.5% 1.8