We are live on ! Find out more

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)
KCP
1901
KDI Capital Partners
North Carolina
$408M -$8.94M -2% 8.71% 77.1% 49 20.41% 0.4
RK Capital Management (Colorado)
1902
RK Capital Management (Colorado)
Colorado
$407M +$56.5M +16% 15.5% 89% 59 32.2% 0.2
BPM
1903
Bowling Portfolio Management
Ohio
$407M +$47.9M +13% 14.3% 45.7% 109 6.42% 0.4
CA
1904
Cornerstone Advisors
North Carolina
$407M +$101M +33% 6.12% 108% 286 29.37% 0.3
Aston Asset Management
1905
Aston Asset Management
Illinois
$407M +$39M +11% 8.12% 26.1% 154 19.48% 0.4
Cypress Capital Group
1906
Cypress Capital Group
Florida
$407M +$2.46M +0.6% 9.03% 97.8% 223 14.35% 0.5
Polaris Wealth Advisory Group
1907
Polaris Wealth Advisory Group
California
$407M +$84.8M +26% 7.8% 64% 208 40.38% 0.3
Beach Point Capital Management
1908
Beach Point Capital Management
California
$406M +$75.1M +23% 15.4% 84.1% 22 22.73% 0.4
Atwood & Palmer
1909
Atwood & Palmer
Missouri
$405M +$42.9M +12% 9.49% 90% 113 7.96% 0.5
GIM
1910
Greylin Investment Management
Virginia
$404M +$208M +106% 6.96% 52.1% 72 48.61% 0.3
River Global Investors
1911
River Global Investors
United Kingdom
$404M -$40.6M -9% 10.5% 49.7% 86 30.23% 0.4
Reynders McVeigh Capital Management
1912
Reynders McVeigh Capital Management
Massachusetts
$404M +$43.8M +12% 12.3% 108% 158 6.33% 0.5
C.M. Bidwell & Associates
1913
C.M. Bidwell & Associates
Hawaii
$404M +$40.6M +11% 14% 70.6% 284 43.66% 0.3
TAM
1914
Telemark Asset Management
Massachusetts
$404M +$67.9M +20% 10.6% 329% 65 36.92% 0.3
AIM
1915
Act II Management
New York
$404M +$8.38M +2% 13.6% 43.6% 52 40.38% 0.3
Freedom Investment Management
1916
Freedom Investment Management
Connecticut
$403M +$52M +15% 5.94% 68.5% 469 27.08% 0.4
MYCIO Wealth Partners
1917
MYCIO Wealth Partners
Pennsylvania
$403M +$35M +10% 10.7% 69.3% 659 18.51% 0.4
Strategic Investment Management
1918
Strategic Investment Management
Virginia
$402M -$118M -23% 4.06% 53.4% 95 70.53% 0.2
Travelers Companies
1919
Travelers Companies
Minnesota
$402M +$16.1M +4% 4.1% – 40 15% 0.4
Connors Investor Services
1920
Connors Investor Services
Pennsylvania
$402M +$46.3M +13% 9.67% 125% 155 9.68% 0.4
PFMOSF
1921
Philadelphia Financial Management of San Francisco
California
$401M +$42.7M +12% 14.8% 209% 54 68.52% 0.2
New York Life Investment Management
1922
New York Life Investment Management
New York
$401M +$75M +23% 5.19% 100% 172 22.67% 0.4
Main Street Research
1923
Main Street Research
Connecticut
$401M +$30.3M +8% 8.47% 232% 147 8.16% 0.5
Polaris Capital Management
1924
Polaris Capital Management
Massachusetts
$400M -$68.3M -15% 1.23% 94.4% 62 24.19% 0.4
QGI
1925
Quadrangle GP Investors
New York
$400M -$70.9M -15% 8.9% 17.1% 5 40% 0.4