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)
TCOT
2226
Trust Company of Toledo
Ohio
$315M -$28.3M -8% 4.07% 109% 187 11.76% 2.1
Vestor Capital
2227
Vestor Capital
Illinois
$315M -$18.2M -5% 7.31% 188% 127 29.92% 1.1
First Nebraska Trust
2228
First Nebraska Trust
Nebraska
$314M -$12.9M -4% 2.62% 67.9% 103 9.71% 1.9
FormulaFolio Investments
2229
FormulaFolio Investments
Michigan
$313M -$45.1M -13% 2.13% 41.4% 138 51.45% 0.4
BLM
2230
Bennett Lawrence Management
New York
$313M -$67.6M -18% 6.35% – 109 31.19% 0.8
Garde Capital
2231
Garde Capital
Washington
$313M -$19.8M -6% 6.96% 57.6% 149 10.07% 1
Fidelity National Financial
2232
Fidelity National Financial
Florida
$312M +$34.3M +12% 2.75% 2.54% 27 18.52% 1.2
First Business Financial Services
2233
First Business Financial Services
Wisconsin
$312M -$32.2M -9% 5.91% 74% 84 17.86% 1.1
Canandaigua National Bank & Trust
2234
Canandaigua National Bank & Trust
New York
$312M -$29.3M -9% 6.36% – 212 8.49% 1.9
Barry Investment Advisors
2235
Barry Investment Advisors
Massachusetts
$312M +$213M +214% 6.92% 66.7% 80 13.75% 0.7
American Assets Inc
2236
American Assets Inc
California
$310M +$2.32M +0.8% 0.21% 63.2% 7 42.86% 0.9
JLB & Associates
2237
JLB & Associates
Michigan
$310M -$12.7M -4% 3.79% 69.5% 72 5.56% 2.1
RCM
2238
Rotella Capital Management
Washington
$310M +$188M +155% 7.71% 26.6% 790 80% 0.2
Tompkins Financial
2239
Tompkins Financial
New York
$309M -$58.6M -16% 5.36% 84.4% 534 10.3% 1.6
RCM
2240
Rockshelter Capital Management
Pennsylvania
$309M -$40.6M -12% 7.17% 31.2% 35 5.71% 1.1
Stearns Financial Services Group
2241
Stearns Financial Services Group
North Carolina
$309M -$21.1M -6% 6.49% 26.1% 111 9.91% 2.1
SLCM
2242
Seven Locks Capital Management
New York
$309M -$102M -25% 7.3% 50.1% 38 52.63% 0.8
Terril Brothers
2243
Terril Brothers
Missouri
$309M -$14.7M -5% 11.3% 94.4% 51 7.84% 0.9
CenturyLink Investment Management
2244
CenturyLink Investment Management
Colorado
$309M +$9.9M +3% 6.9% – 314 27.39% 1.3
Hudson Valley Investment Advisors
2245
Hudson Valley Investment Advisors
New York
$308M -$11.9M -4% 5.03% 94.6% 168 19.64% 1.6
HBK Sorce Advisory
2246
HBK Sorce Advisory
Pennsylvania
$308M +$14M +5% 7.75% 58.2% 205 13.17% 1.4
NTV Asset Management
2247
NTV Asset Management
West Virginia
$308M -$33.2M -10% 7.07% 97.8% 209 8.13% 1.9
Annex Advisory Services
2248
Annex Advisory Services
Wisconsin
$308M -$4.43M -1% 6.46% 85.8% 123 13.82% 1.4
ICM
2249
Indaba Capital Management
California
$307M +$67M +28% 6.01% 66.7% 18 50% 0.3
Summit Equities
2250
Summit Equities
New Jersey
$307M -$24.1M -7% 10.4% 40.7% 22 4.55% 1.3