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)
Towle & Co
1726
Towle & Co
Colorado
$527M -$853K -0.2% 3.65% 172% 34 2.94% 1
RNS
1727
Robert N. Shapiro
$526M -$15M -3% 4.89% – 838 16.47% 0.8
Valley Wealth Managers
1728
Valley Wealth Managers
New Jersey
$526M +$25.6M +5% 4.81% 118% 118 17.8% 0.8
GII
1729
Gryphon International Investment
Ontario, Canada
$525M +$16.8M +3% 0% 5.67% 26 3.85% 0.9
Bridges Investment Management
1730
Bridges Investment Management
Nebraska
$525M +$45.6M +10% 4.67% 77.9% 134 7.46% 0.9
CK
1731
Cohen Klingenstein
New York
$524M +$20.5M +4% 4.48% 99.1% 158 0% 1
MIM
1732
Marco Investment Management
Georgia
$524M +$44.1M +9% 5.45% 127% 187 12.3% 0.8
Franklin Street Advisors
1733
Franklin Street Advisors
North Carolina
$523M +$24.2M +5% 5.06% 130% 245 12.65% 0.8
Carret Asset Management
1734
Carret Asset Management
New York
$522M +$21.4M +4% 4.74% 94.4% 284 9.86% 0.9
Citizens Business Bank
1735
Citizens Business Bank
California
$522M +$4.27M +0.8% 4.55% 108% 292 8.9% 0.8
Cape Cod Five Cents Savings Bank
1736
Cape Cod Five Cents Savings Bank
Massachusetts
$521M +$26.9M +5% 3.55% – 191 3.66% 0.9
Rafferty Asset Management
1737
Rafferty Asset Management
New York
$520M +$36.8M +8% 4.97% 238% 433 63.97% 0.3
Valentine Capital Asset Management
1738
Valentine Capital Asset Management
California
$520M +$37.7M +8% 4.37% – 132 21.97% 0.7
First National Trust
1739
First National Trust
Pennsylvania
$519M -$40.5M -7% 4.07% 82.9% 260 13.46% 0.9
GWI
1740
Grace & White Inc
New York
$518M +$1.93M +0.4% 5.43% 61.5% 148 6.76% 0.9
Mariner Investment Group
1741
Mariner Investment Group
New York
$518M +$62.9M +14% 4.05% – 307 52.77% 0.3
Compass Capital Management
1742
Compass Capital Management
Minnesota
$517M +$16.2M +3% 3.05% 50.8% 57 1.75% 0.9
Thompson Investment Management
1743
Thompson Investment Management
Wisconsin
$517M +$16M +3% 3.75% 100% 179 10.61% 0.9
Taurus Asset Management
1744
Taurus Asset Management
New York
$517M +$33.9M +7% 5.31% 26.9% 110 12.73% 0.9
Capital Advisors Inc
1745
Capital Advisors Inc
Oklahoma
$516M +$55.9M +12% 7.13% 82.7% 134 17.91% 0.8
Altai Capital Management
1746
Altai Capital Management
California
$515M -$331M -39% 10.5% 24.9% 10 60% 0.5
Jag Capital Management
1747
Jag Capital Management
Missouri
$513M +$24.5M +5% 8.67% 230% 101 36.63% 0.6
FAM
1748
Fiduciary Asset Management
Missouri
$513M +$45.2M +10% 5.16% – 93 10.75% 0.8
HCCM
1749
Herring Creek Capital Management
Connecticut
$513M +$57.7M +13% 4.52% – 29 27.59% 0.4
Sigma Investment Counselors
1750
Sigma Investment Counselors
Michigan
$512M +$17.5M +4% 4.31% 54.9% 113 7.08% 0.9