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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
MBTD
2126
Mechanics Bank - Trust Department
California
$330M -$19.5M -6% 0.39% 67.2% 154 9.74%
NAM
2127
NTV Asset Management
West Virginia
$330M +$64K +0% 0.56% 82% 202 7.43%
KLC
2128
Knowledge Leaders Capital
Colorado
$329M -$15.3M -4% 1.06% 51.6% 47 46.81%
GI
2129
Gavea Investimentos
Brazil
$329M -$114M -26% 16% 60.3% 10 70%
3AM
2130
3D Asset Management
Connecticut
$329M -$16.1M -5% 2.77% 0.82% 47 23.4%
SOAMC
2131
Spirit of America Management Corp
New York
$329M +$77.9M +31% 0.61% 110% 352 21.88%
UR
2132
USCA RIA
Texas
$328M +$29.9M +10% 0.36% 60.6% 352 25.57%
SIM
2133
Strategic Investment Management
Virginia
$328M -$87.2M -21% 3.72% 53.3% 146 55.48%
LIC
2134
Lodestar Investment Counsel
Illinois
$327M -$5.49M -2% 0.01% 45.1% 115 0.87%
JIC
2135
Joel Isaacson & Co
New York
$327M +$7.64M +2% 0.32% 61.3% 676 16.86%
ACM
2136
Altai Capital Management
California
$326M -$189M -37% 21.7% 8.09% 6 16.67%
GCA
2137
Greenwood Capital Associates
South Carolina
$326M +$3.44M +1% 0.39% 68.5% 164 31.1%
LCM
2138
Lucas Capital Management
New Jersey
$326M +$10.4M +3% 7.34% 44.5% 155 8.39%
BIA
2139
Biondo Investment Advisors
Pennsylvania
$325M +$8.35M +3% 2.78% 89.1% 94 15.96%
MG
2140
Mather Group
Illinois
$325M +$16.9M +5% 0.56% 48.5% 26 19.23%
CFA
2141
Carroll Financial Associates
North Carolina
$324M -$33.2M -9% 0.1% 79.9% 1,053 19.56%
SAS
2142
Stelac Advisory Services
New York
$323M +$56.5M +21% 2.62% 64.9% 35 8.57%
CTA
2143
Colonial Trust Advisors
South Carolina
$323M -$6.17M -2% 0.62% 68.3% 140 3.57%
CA
2144
Callahan Advisors
Texas
$323M +$8.06M +3% 2.03% 75.6% 124 5.65%
LCM
2145
LG Capital Management
Maryland
$323M +$39.1M +14% 1.51% 56 60.71%
CCG
2146
Chatham Capital Group
Georgia
$322M +$66.6M +26% 1.2% 89.9% 153 33.33%
BCMO
2147
Buckingham Capital Management (Ohio)
Ohio
$321M +$4.1M +1% 0.57% 26.3% 180 7.78%
1M
2148
13D Management
New York
$321M +$46.6M +17% 3.68% 82.8% 42 33.33%
RPGK
2149
Retirement Planning Group (Kansas)
Kansas
$321M -$9.64M -3% 3.41% 39.9% 70 11.43%
AIM
2150
ARGA Investment Management
Connecticut
$321M +$60M +23% 4.95% 72.2% 42 26.19%