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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)
Balasa Dinverno & Foltz
1751
Balasa Dinverno & Foltz
$615M +$23.1M +4% 3.5% 23.2% 222 13.96% 2.5
Vigilant Capital Management
1752
Vigilant Capital Management
Maine
$614M +$39.9M +7% 2.86% 48.8% 284 10.21% 2.5
NBT Bank
1753
NBT Bank
New York
$614M +$11.5M +2% 1.97% 77% 212 8.96% 3.3
Moneta Group Investment Advisors
1754
Moneta Group Investment Advisors
Missouri
$614M +$110M +22% 3.02% 64.3% 188 19.15% 1.9
Nexus Investment Management
1755
Nexus Investment Management
Ontario, Canada
$614M +$27.2M +5% 2.47% 77.5% 69 2.9% 3.4
Compass Capital Management
1756
Compass Capital Management
Minnesota
$614M +$33.1M +6% 5.03% 50.8% 44 6.82% 3.2
Everett Capital Advisors (UK)
1757
Everett Capital Advisors (UK)
United Kingdom
$614M +$32.5M +6% 1.92% 30.7% 42 61.9% 0.2
Clearfield Capital Management
1758
Clearfield Capital Management
New York
$613M +$155M +34% 7.34% 421% 30 56.67% 0.4
Wellington Shields Capital Management
1759
Wellington Shields Capital Management
New York
$613M -$7.07M -1% 0.6% 137% 355 14.37% 2.5
Main Street Research
1760
Main Street Research
Connecticut
$612M +$41.2M +7% 4.75% 232% 132 19.7% 2.3
Sentinel Trust
1761
Sentinel Trust
Texas
$612M -$20.2M -3% 0.48% 79.2% 121 12.4% 2.6
Denali Advisors
1762
Denali Advisors
California
$612M -$68.7M -10% 1.7% 106% 319 31.97% 1.5
Rivulet Capital
1763
Rivulet Capital
New Jersey
$611M +$74.5M +14% 5.94% 27.4% 11 9.09% 1.7
NCM
1764
Numina Capital Management
New York
$609M +$88.6M +17% 2.73% 40.2% 45 66.67% 0.5
Adams Natural Resources Fund
1765
Adams Natural Resources Fund
Maryland
$609M -$44M -7% 5.61% 50.6% 46 8.7% 2.6
InterOcean Capital
1766
InterOcean Capital
Illinois
$608M +$67.7M +13% 1.65% 32.1% 158 12.03% 2.2
ACG Wealth
1767
ACG Wealth
Georgia
$608M +$62.5M +11% 4.37% 45.5% 347 21.9% 1.7
Newport Asia
1768
Newport Asia
California
$608M +$97.1M +19% 15.8% – 6 0% 2.3
CPP
1769
Crow Point Partners
Massachusetts
$608M -$38M -6% 2.38% 56.9% 315 41.27% 1.2
Bernzott Capital Advisors
1770
Bernzott Capital Advisors
California
$607M +$26.1M +4% 3.39% 46.6% 49 6.12% 2.7
MIM
1771
Marco Investment Management
Georgia
$605M +$16.2M +3% 2.31% 127% 184 8.7% 3.1
EAM Investors
1772
EAM Investors
California
$605M -$29.7M -5% 23.8% 6,012% 427 59.95% 0.4
Citizens Business Bank
1773
Citizens Business Bank
California
$603M +$5.64M +0.9% 1.75% 108% 298 12.42% 2.6
Cormorant Asset Management
1774
Cormorant Asset Management
Massachusetts
$603M -$85.4M -12% 4.81% 3,977% 86 30.23% 1.5
Quinn Opportunity Partners
1775
Quinn Opportunity Partners
Virginia
$603M +$170M +39% 8.14% 77.6% 192 26.56% 0.9