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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 Avg Holding
Period (Yrs)
Ally Invest Advisors
2176
Ally Invest Advisors
North Carolina
$795M +$71.8M +10% 1.2% 41.1% 17 0% 2.3
HITE Hedge Asset Management
2177
HITE Hedge Asset Management
Massachusetts
$795M +$83.7M +12% 1.28% 54.4% 179 36.87% 0.8
Callahan Advisors
2178
Callahan Advisors
Texas
$794M +$5.76M +0.7% 0.08% 87.7% 150 4.67% 4.8
Narwhal Capital Management
2179
Narwhal Capital Management
Georgia
$793M +$327K +0% 0.47% 93.8% 179 15.64% 4
J.M. Forbes & Co
2180
J.M. Forbes & Co
Massachusetts
$792M -$503K -0.1% 0.15% 112% 121 7.44% 4.9
Girard Partners
2181
Girard Partners
Pennsylvania
$792M +$13.9M +2% 0.43% 25.7% 266 7.14% 3.7
Caldwell Trust
2182
Caldwell Trust
Florida
$791M +$27.1M +4% 0.09% 87% 758 6.2% 1.5
Capital Investment Advisory Services
2183
Capital Investment Advisory Services
North Carolina
$791M -$4.38M -0.6% 1.35% 69.3% 824 13.47% 2.1
Inspire Investing
2184
Inspire Investing
Idaho
$791M +$31.2M +4% 0.83% 107% 980 58.47% 0.8
Phocas Financial Corp
2185
Phocas Financial Corp
California
$791M -$3.15M -0.4% 0.89% – 225 13.33% 2.3
Ionic Capital Management
2186
Ionic Capital Management
New York
$790M -$168M -18% 4.79% 163% 488 54.51% 0.4
B. Riley Financial
2187
B. Riley Financial
California
$790M +$31.7M +4% 7.53% 682% 52 61.54% 0.6
Perpetual Investment Management
2188
Perpetual Investment Management
Australia
$789M +$84.4M +12% 0.69% – 231 15.15% 0.6
Mint Tower Capital Management
2189
Mint Tower Capital Management
Netherlands
$789M -$625M -44% 1.07% 40% 438 45.89% 0.4
Maple Capital Management
2190
Maple Capital Management
Vermont
$788M -$40.5M -5% 1.22% 100% 109 7.34% 4.4
MGO One Seven
2191
MGO One Seven
Ohio
$788M +$72.7M +10% 0.33% 98.8% 652 16.87% 1.9
Nicolet Advisory Services
2192
Nicolet Advisory Services
Wisconsin
$788M +$21.3M +3% 0.61% 62.7% 209 10.05% 1.8
Moody Aldrich Partners
2193
Moody Aldrich Partners
Massachusetts
$788M +$76.4M +11% 0.46% 312% 191 22.51% 1.1
RKL Wealth Management
2194
RKL Wealth Management
Pennsylvania
$788M -$6.5M -0.8% 0.44% 76.8% 132 8.33% 4.3
Cypress Capital
2195
Cypress Capital
Tennessee
$787M +$685M +669% 1.07% 43.6% 227 77.09% 0.6
L. Roy Papp & Associates
2196
L. Roy Papp & Associates
Arizona
$787M -$5.1M -0.6% 1.3% 80.1% 175 4.57% 5
Pensionfund DSM Netherlands
2197
Pensionfund DSM Netherlands
Netherlands
$787M +$9.36M +1% 1.1% 36.9% 484 64.26% 1.6
Jacobi Capital Management
2198
Jacobi Capital Management
Pennsylvania
$786M +$29.7M +4% 0.99% 76.6% 1,525 11.67% 2.9
1SP
2199
140 Summer Partners
New York
$786M +$70.6M +10% 2.23% 202% 23 43.48% 0.4
Landsberg Bennett & Dubbaneh
2200
Landsberg Bennett & Dubbaneh
Florida
$785M +$14.2M +2% 1.36% 72.3% 302 24.5% 1.4