We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers
Name AUM AUM
Growth 		AUM
Growth % 		Quarter
Est. Return 		3 Year
Est. Return 		Holdings Portfolio Turnover Avg Holding
Period (Yrs)
CAPTRUST Financial Advisors
1751
CAPTRUST Financial Advisors
North Carolina
$484M -$101M -17% 1.7% 72.7% 217 24.42% 0.6
JMH
1752
J.M. Hartwell
New York
$483M -$4.13M -0.8% 1.65% 72.2% 97 12.37% 0.7
Fukoku Mutual Life Insurance
1753
Fukoku Mutual Life Insurance
Japan
$483M -$13.6M -3% 4.08% 103% 325 9.85% 0.7
Rafferty Asset Management
1754
Rafferty Asset Management
New York
$483M +$64.8M +16% 4.39% 238% 323 37.15% 0.4
CIBC Bank USA
1755
CIBC Bank USA
Illinois
$483M +$33.3M +7% 1.46% 32.3% 343 19.24% 0.6
Taurus Asset Management
1756
Taurus Asset Management
New York
$483M -$2.94M -0.6% 1.88% 26.9% 113 12.39% 0.7
Valentine Capital Asset Management
1757
Valentine Capital Asset Management
California
$482M +$14.3M +3% 1.78% – 130 16.15% 0.6
Investment Centers of America
1758
Investment Centers of America
North Dakota
$480M +$270M +128% 1.66% 23.2% 391 37.08% 0.4
Mogy Joel R Investment Counsel
1759
Mogy Joel R Investment Counsel
California
$480M +$7.14M +2% 0.53% 121% 147 4.08% 0.7
MIM
1760
Marco Investment Management
Georgia
$479M -$1.42B -75% 1.67% 127% 183 8.74% 0.7
North Star Investment Management
1761
North Star Investment Management
Illinois
$479M +$18.9M +4% 1.64% 80.6% 723 64.73% 0.3
Bridges Investment Management
1762
Bridges Investment Management
Nebraska
$479M +$34.8M +8% 1.75% 77.9% 132 9.09% 0.7
Tufton Capital Management
1763
Tufton Capital Management
Maryland
$478M +$11.5M +2% 1.35% 96.1% 124 4.84% 0.7
Solus Alternative Asset Management
1764
Solus Alternative Asset Management
New Jersey
$478M +$106M +28% 5.46% 79.3% 15 40% 0.4
Beach Point Capital Management
1765
Beach Point Capital Management
California
$477M +$71M +17% 0.1% 84.1% 30 46.67% 0.4
Oberweis Asset Management
1766
Oberweis Asset Management
Illinois
$476M +$63.3M +15% 9.97% 485% 180 35% 0.5
Tributary Capital Management
1767
Tributary Capital Management
Nebraska
$476M -$28.9M -6% 2.83% 82.3% 199 32.66% 0.7
Washington Trust Bank
1768
Washington Trust Bank
Washington
$474M +$418M +760% 3.89% 80.5% 887 96.96% 0
New York Life Investment Management
1769
New York Life Investment Management
New York
$474M +$73M +18% 1.58% 100% 187 30.48% 0.5
Hellman Jordan Management Company
1770
Hellman Jordan Management Company
Massachusetts
$474M +$315M +199% 5.4% 205% 60 55% 0.3
Needham Investment Management
1771
Needham Investment Management
New York
$473M -$10.3M -2% 1.75% 424% 129 22.48% 0.6
North Point Portfolio Managers
1772
North Point Portfolio Managers
Ohio
$472M +$2.76M +0.6% 0.37% 72.8% 84 8.33% 0.7
Penn Davis McFarland
1773
Penn Davis McFarland
Texas
$471M +$54.7M +13% 5.39% 100% 29 10.34% 0.7
Intrepid Capital Management
1774
Intrepid Capital Management
Florida
$471M -$40.7M -8% 6.02% 70.2% 48 31.25% 0.5
Richard C. Young & Co
1775
Richard C. Young & Co
Rhode Island
$471M +$9.6M +2% 2.51% 137% 66 15.15% 0.6
69 70
71
72 73