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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)
CM
2251
Capital Management
Virginia
$302M -$7.36M -2% 4.11% 52.5% 87 19.54% 1
FBP
2252
Flippin Bruce & Porter
Virginia
$302M +$1.61M +0.5% 0.38% 44.4% 78 2.56% 1.2
Northwestern Mutual Investment Services
2253
Northwestern Mutual Investment Services
Wisconsin
$302M +$24.7M +9% 1.97% – 162 80.25% 0.3
Martin & Co
2254
Martin & Co
Tennessee
$302M -$7.67M -2% 0.31% 67.8% 109 3.67% 1.2
Loeb Partners Corp
2255
Loeb Partners Corp
New York
$302M -$27.5M -8% 1.1% 34.4% 196 26.02% 0.9
OIA
2256
Optimum Investment Advisors
Illinois
$302M -$7.18M -2% 0.18% 125% 1,007 13.9% 0.8
Canandaigua National Bank & Trust
2257
Canandaigua National Bank & Trust
New York
$302M +$799K +0.3% 0.02% – 194 8.25% 1.1
Vista Capital Partners
2258
Vista Capital Partners
Oregon
$302M -$8.04M -3% 1.22% 61.2% 43 9.3% 1.2
Patriot Financial Partners
2259
Patriot Financial Partners
Pennsylvania
$301M -$37.7M -11% 2.31% 16.6% 18 0% 1
Penobscot Investment Management
2260
Penobscot Investment Management
Massachusetts
$301M +$3.66M +1% 0.28% 103% 184 7.07% 1.1
Quantum Capital Management (New Jersey)
2261
Quantum Capital Management (New Jersey)
New Jersey
$301M -$9.6M -3% 3.54% 22.7% 49 20.41% 1
Vestor Capital
2262
Vestor Capital
Illinois
$301M +$5.6M +2% 0.8% 188% 88 26.14% 0.8
HPBT
2263
High Point Bank & Trust
North Carolina
$301M -$5.62M -2% 0.95% 16.5% 421 3.56% 1.2
Red Mountain Capital Partners
2264
Red Mountain Capital Partners
California
$301M -$46.9M -13% 10.1% 37.4% 14 28.57% 0.7
First National Bank & Trust Co of Newtown
2265
First National Bank & Trust Co of Newtown
Pennsylvania
$300M +$4.58M +2% 0.53% 55.7% 109 3.67% 1.1
Newport Asia
2266
Newport Asia
California
$300M -$8.17M -3% 5.26% – 7 28.57% 0.8
Gagnon Securities
2267
Gagnon Securities
New York
$299M -$9.6M -3% 5.15% 129% 111 21.62% 0.9
Stillwater Capital Advisors
2268
Stillwater Capital Advisors
Pennsylvania
$299M +$5.05M +2% 0.4% 121% 75 9.33% 0.9
Comerica Securities
2269
Comerica Securities
Michigan
$299M +$189M +171% 2.43% 25.6% 280 58.57% 0.4
HAM
2270
Hillcrest Asset Management
Texas
$298M – – 5.31% 97.2% 49 – 0
AAM
2271
Autus Asset Management
Arizona
$298M +$9.19M +3% 0.33% 26.3% 121 3.31% 1.1
CC
2272
Cambrian Capital
California
$298M -$99M -25% 10.9% 17.3% 63 33.33% 0.8
10-15 Associates
2273
10-15 Associates
New York
$297M -$18.1M -6% 1.94% 33% 114 13.16% 1
G2 Investment Partners Management
2274
G2 Investment Partners Management
New York
$297M +$18.4M +7% 4.64% 1,145% 108 52.78% 0.3
JWBC
2275
J.W. Burns & Co
New York
$296M -$4.79M -2% 1.71% 95.4% 162 6.17% 1.1