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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
CW
1851
Cobiz Wealth
Colorado
$419M +$24.7M +6% 8.49% 54% 126 8.73%
AAC
1852
Asset Advisors Corp
Georgia
$418M +$66.6M +19% 10.1% 41.4% 162 16.67%
Rafferty Asset Management
1853
Rafferty Asset Management
New York
$418M -$99.6M -19% 1.84% 108% 314 62.1%
DIA
1854
Dean Investment Associates
Ohio
$418M +$35.6M +9% 9.4% 46.9% 239 16.32%
CNAM
1855
Campbell Newman Asset Management
Wisconsin
$418M +$2.36M +0.6% 10.5% 108% 90 12.22%
BBA
1856
BLB&B Advisors
Pennsylvania
$418M +$38.2M +10% 9.39% 60.7% 258 9.3%
AP
1857
Appleton Partners
Massachusetts
$417M +$44M +12% 10.7% 101% 178 12.92%
CCM
1858
Catawba Capital Management
Virginia
$417M +$35.2M +9% 8.16% 33.1% 249 8.43%
PDM
1859
Penn Davis McFarland
Texas
$417M -$1.71M -0.4% 11% 86.8% 30 10%
CIM
1860
Corda Investment Management
Texas
$416M +$49.1M +13% 6.44% 50.5% 51 7.84%
RT
1861
Rockland Trust
Massachusetts
$415M +$37M +10% 8.62% 51% 130 13.85%
DAM
1862
Deltec Asset Management
New York
$415M +$33.2M +9% 10.8% 128% 165 28.48%
MCTIC
1863
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$415M +$51.2M +14% 11.6% 38.8% 96 7.29%
DVC
1864
Deer VII & Co
New York
$414M +$365M +731% 35.8% 241% 7 42.86%
WCM
1865
Washington Capital Management
Washington
$414M +$37M +10% 10.5% 76.9% 200 15%
MBTD
1866
Mechanics Bank - Trust Department
California
$414M +$48.6M +13% 9.58% 67.2% 156 7.69%
EA
1867
Efficient Advisors
Ohio
$413M +$23.1M +6% 3.93% 30.6% 22 9.09%
OAM
1868
Oberweis Asset Management
Illinois
$413M +$60.9M +17% 16.4% 312% 170 30%
BFA
1869
Bragg Financial Advisors
North Carolina
$412M +$27.9M +7% 8.73% 74.6% 251 11.95%
RCM
1870
Ratan Capital Management
Florida
$411M +$74.6M +22% 25.8% 320% 33 54.55%
FIB
1871
First Interstate Bank
Montana
$410M +$38.8M +10% 8.01% 48.2% 107 11.21%
BII
1872
Bainco International Investors
Massachusetts
$410M +$9.23M +2% 8.75% 69.4% 90 12.22%
VCM
1873
Vigilant Capital Management
Maine
$409M +$55.9M +16% 6.14% 48.8% 252 21.03%
SH
1874
Scepter Holdings
Texas
$409M -$134M -25% 8.89% 100 55%
RFA
1875
Reilly Financial Advisors
California
$408M +$48.5M +13% 9.2% 99% 904 26%