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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
CNBT
2176
Canandaigua National Bank & Trust
New York
$312M -$29.3M -9% 6.36% 212 8.49%
BIA
2177
Barry Investment Advisors
Massachusetts
$312M +$213M +214% 6.92% 57.9% 80 13.75%
AAI
2178
American Assets Inc
California
$310M +$2.32M +0.8% 0.21% 44.3% 7 42.86%
JA
2179
JLB & Associates
Michigan
$310M -$12.7M -4% 3.79% 57.7% 72 5.56%
RCM
2180
Rotella Capital Management
Washington
$310M +$188M +155% 7.71% 26.6% 790 80%
TF
2181
Tompkins Financial
New York
$309M -$58.6M -16% 5.36% 74.1% 534 10.3%
RCM
2182
Rockshelter Capital Management
Pennsylvania
$309M -$40.6M -12% 7.17% 31.2% 35 5.71%
SFSG
2183
Stearns Financial Services Group
North Carolina
$309M -$21.1M -6% 6.49% 26.1% 111 9.91%
SLCM
2184
Seven Locks Capital Management
New York
$309M -$96.1M -24% 7.3% 49.8% 38 52.63%
TB
2185
Terril Brothers
Missouri
$309M -$14.7M -5% 11.3% 94.4% 51 7.84%
CIM
2186
CenturyLink Investment Management
Colorado
$309M +$9.87M +3% 6.9% 314 27.39%
HVIA
2187
Hudson Valley Investment Advisors
New York
$308M -$11.9M -4% 5.03% 94.6% 168 19.64%
HSA
2188
HBK Sorce Advisory
Pennsylvania
$308M +$14M +5% 7.75% 50.7% 205 13.17%
NAM
2189
NTV Asset Management
West Virginia
$308M -$33.2M -10% 7.07% 82% 209 8.13%
AAS
2190
Annex Advisory Services
Wisconsin
$308M -$4.43M -1% 6.46% 77.9% 123 13.82%
ICM
2191
Indaba Capital Management
California
$307M +$67M +28% 6.01% 66.7% 18 50%
SE
2192
Summit Equities
New Jersey
$307M -$24.1M -7% 10.4% 40.7% 22 4.55%
GC
2193
Gibson Capital
Pennsylvania
$307M -$22.3M -7% 5.1% 49.4% 35 17.14%
PCM
2194
Piermont Capital Management
Missouri
$306M -$24.9M -8% 6.94% 33.2% 279 38.71%
DCM
2195
Dialectic Capital Management
Connecticut
$306M -$27.9M -8% 7.19% 91.5% 241 69.71%
SCM
2196
SeaStone Capital Management
New York
$306M -$48.9M -14% 9.17% 17.6% 30 50%
SMI
2197
Shelter Mutual Insurance
Missouri
$305M -$26.7M -8% 7.5% 46.6% 45 6.67%
BTNA
2198
Bremer Trust National Association
Minnesota
$305M -$28.9M -9% 5.63% 31.2% 261 17.62%
EOCM
2199
Energy Opportunities Capital Management
Texas
$305M -$122M -29% 18.1% 211% 56 26.79%
BFIM
2200
Beese Fulmer Investment Management
Ohio
$304M -$6.58M -2% 5.86% 81.1% 153 13.73%