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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)
CIBC Bank USA
1726
CIBC Bank USA
Illinois
$567M -$3.2M -0.6% 1.82% 32.3% 311 19.94% 1.4
PCM
1727
Perritt Capital Management
Illinois
$566M +$19.5M +4% 1.93% 80.9% 279 20.07% 1.2
Reilly Financial Advisors
1728
Reilly Financial Advisors
California
$566M +$149M +36% 2.86% 99% 1,531 55.78% 0.7
Shepherd Kaplan Krochuk
1729
Shepherd Kaplan Krochuk
Massachusetts
$565M -$57M -9% 3.03% 38.5% 513 30.21% 1.2
Buckhead Capital Management
1730
Buckhead Capital Management
Georgia
$565M -$2.4M -0.4% 0.41% 67.6% 212 16.98% 1.4
KLS Professional Advisors Group
1731
KLS Professional Advisors Group
New York
$564M +$22.7M +4% 2.94% 38% 2 0% 1.8
Belvedere Trading
1732
Belvedere Trading
Illinois
$563M -$12.5B -96% 2.15% 497% 442 97.74% 0.2
Daiwa SB Investments
1733
Daiwa SB Investments
Japan
$561M -$63M -10% 0.83% 60.6% 163 18.4% 0.9
Atwood & Palmer
1734
Atwood & Palmer
Missouri
$560M +$24.6M +5% 2.55% 90% 393 19.34% 0.9
Kirr Marbach & Co
1735
Kirr Marbach & Co
Indiana
$558M +$17.1M +3% 4.5% 121% 65 20% 1.4
Chas P. Smith & Associates (CPS)
1736
Chas P. Smith & Associates (CPS)
Florida
$558M +$5.97M +1% 0.45% 64.4% 104 12.5% 1.3
Ledyard National Bank
1737
Ledyard National Bank
$557M +$13.7M +3% 1.31% 80.7% 758 12.4% 1.3
Jag Capital Management
1738
Jag Capital Management
Missouri
$557M +$12.4M +2% 8.43% 230% 114 25.44% 0.9
Turner Investments
1739
Turner Investments
Pennsylvania
$556M -$285M -34% 14.4% 6.36% 593 50.59% 0.8
Godsey & Gibb Inc
1740
Godsey & Gibb Inc
Virginia
$556M +$18.7M +3% 0.97% 87.5% 61 11.48% 1.6
LHC
1741
Lodge Hill Capital
New York
$556M -$86.4M -13% 4.66% 17.9% 55 65.45% 0.3
Yorktown Management & Research Company
1742
Yorktown Management & Research Company
Virginia
$553M +$74.7M +16% 3.55% 223% 545 33.76% 0.9
Diker Management
1743
Diker Management
New York
$553M +$40.7M +8% 7.04% 210% 128 31.25% 0.8
JCIC Asset Management
1744
JCIC Asset Management
Ontario, Canada
$553M +$61.3M +12% 0.07% – 110 15.45% 1
Main Management
1745
Main Management
California
$552M +$52.2M +10% 3.22% 64.1% 49 10.2% 1.3
CAPTRUST Financial Advisors
1746
CAPTRUST Financial Advisors
North Carolina
$551M +$34.9M +7% 1.19% 72.7% 198 24.24% 0.6
NumerixS Investment Technologies
1747
NumerixS Investment Technologies
British Columbia, Canada
$551M +$257M +87% 3.23% 24.6% 794 72.42% 0.1
Waterfront Capital Partners
1748
Waterfront Capital Partners
New York
$551M +$203M +58% 8.89% 88.3% 60 60% 0.4
Polaris Wealth Advisory Group
1749
Polaris Wealth Advisory Group
California
$550M +$63.6M +13% 4.32% 64% 102 51.96% 0.6
Panthera Investment
1750
Panthera Investment
Germany
$549M +$171M +45% 12.9% – 145 48.28% 0.4