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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
AP
1826
Appleton Partners
Massachusetts
$373M +$26.2M +8% 6.79% 101% 172 15.7%
FIB
1827
First Interstate Bank
Montana
$371M +$51.6M +16% 5.58% 48.2% 103 15.53%
FBB
1828
Fulton Breakefield Broenniman
Maryland
$371M +$30.2M +9% 3.14% 57.2% 139 7.19%
KM
1829
Kylin Management
New York
$370M +$161M +77% 75.1% 126% 9 77.78%
MSR
1830
Main Street Research
Connecticut
$370M +$39M +12% 6.66% 159% 147 12.24%
HHAA
1831
Henry H. Armstrong Associates
Pennsylvania
$370M +$1.16M +0.3% 2.51% 49.3% 36 8.33%
JAM
1832
Jacobs Asset Management
New York
$370M -$72.5M -16% 3.44% 79.5% 50 20%
GLAM
1833
Gardner Lewis Asset Management
Pennsylvania
$369M -$17.4M -4% 16% 247% 144 53.47%
PCM
1834
Palestra Capital Management
New York
$369M +$128M +53% 13.4% 164% 36 63.89%
SCM
1835
Symons Capital Management
Pennsylvania
$369M +$1.57M +0.4% 1.3% 25.4% 91 46.15%
CCWA
1836
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$368M +$332M +908% 4.99% 42.3% 77 67.53%
CHAM
1837
Clear Harbor Asset Management
Connecticut
$368M +$30.9M +9% 9.41% 71.8% 239 26.36%
AAM
1838
Aston Asset Management
Illinois
$368M +$11.5M +3% 4.84% 26.1% 152 19.08%
MWP
1839
MYCIO Wealth Partners
Pennsylvania
$368M +$6.3M +2% 8.9% 60.3% 629 15.1%
DBG
1840
De Burlo Group
Massachusetts
$367M +$29.5M +9% 8.04% 98.1% 103 15.53%
EBSAM
1841
Eubel Brady & Suttman Asset Management
Ohio
$367M +$3.26M +0.9% 3.78% 37.6% 84 7.14%
PIM
1842
Provident Investment Management
Michigan
$367M +$30.9M +9% 8.91% 59.5% 47 8.51%
CIM
1843
Corda Investment Management
Texas
$367M +$72.4M +25% 3.5% 50.5% 48 18.75%
BL
1844
Bolton LP
Connecticut
$366M 13.5% 265
BP
1845
Boston Provident
New Jersey
$366M +$111M +44% 13.4% 50 34%
MBTD
1846
Mechanics Bank - Trust Department
California
$365M -$9.63M -3% 1.92% 67.2% 150 5.33%
AIM
1847
Allen Investment Management
New York
$365M +$106M +41% 10.7% 78.1% 72 33.33%
WCM
1848
Wallace Capital Management
Texas
$365M +$32.7M +10% 6.69% 59% 67 8.96%
MTC
1849
McDaniel Terry & Co
Texas
$365M +$27.4M +8% 7.31% 52.9% 50 4%
MCTIC
1850
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$364M +$14.6M +4% 8% 38.8% 91 27.47%