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)
Loeb Partners Corp
2251
Loeb Partners Corp
New York
$342M +$5.22M +2% 2.67% 34.4% 194 14.95% 1.2
Gallagher Fiduciary Advisors
2252
Gallagher Fiduciary Advisors
Illinois
$341M +$7.25M +2% 1.01% 25.1% 5 20% 0.8
Boltwood Capital Management
2253
Boltwood Capital Management
California
$341M -$9.18M -3% 0.81% 63% 93 4.3% 1.6
Chatham Capital Group
2254
Chatham Capital Group
Georgia
$341M +$5.96M +2% 1.95% 97% 169 15.38% 1.1
Fiduciary Financial Services of The Southwest
2255
Fiduciary Financial Services of The Southwest
Texas
$341M -$7.9M -2% 0.37% 39.8% 171 7.6% 1.5
GWM
2256
Gupta Wealth Management
California
$340M – – 1.58% – 1,171 – 0
Insight Equity Management Company
2257
Insight Equity Management Company
Texas
$340M -$55M -14% 12.2% – 1 0% 0.5
Berkshire Money Management
2258
Berkshire Money Management
Massachusetts
$340M +$5.35M +2% 1.09% 61.8% 19 5.26% 1
First Nebraska Trust
2259
First Nebraska Trust
Nebraska
$339M -$5.48M -2% 1.09% 67.9% 107 7.48% 1.4
Checchi Capital Advisers
2260
Checchi Capital Advisers
California
$338M +$72.2M +27% 0.65% 68% 372 16.4% 0.8
Dixon Hubard Feinour & Brown
2261
Dixon Hubard Feinour & Brown
Virginia
$338M +$16.7M +5% 5.79% 63.5% 211 20.85% 1.2
South Street Advisors
2262
South Street Advisors
New York
$338M +$35.6M +12% 3.61% 169% 65 13.85% 1.4
TLCM
2263
Tiger Legatus Capital Management
New York
$338M +$60.4M +22% 12.4% 19.1% 20 40% 0.8
NC
2264
Nokomis Capital
Texas
$338M +$21.3M +7% 2.55% 145% 43 27.91% 1
Fiduciary Trust International
2265
Fiduciary Trust International
Massachusetts
$337M -$14.3M -4% 2.19% 36.8% 140 32.14% 1.3
Biondo Investment Advisors
2266
Biondo Investment Advisors
Pennsylvania
$337M +$4.74M +1% 1.02% 83.4% 90 18.89% 1.4
Gibson Capital
2267
Gibson Capital
Pennsylvania
$336M +$12.7M +4% 1.68% 67.2% 39 15.38% 1.2
NTV Asset Management
2268
NTV Asset Management
West Virginia
$336M -$1.93M -0.6% 0.73% 110% 206 5.34% 1.5
Dynamo Internacional Gestao de Recursos
2269
Dynamo Internacional Gestao de Recursos
Brazil
$336M +$56.1M +20% 12.5% 34.1% 10 20% 1.4
LA
2270
Leonetti & Associates
Illinois
$336M +$14.9M +5% 4.48% 49.5% 46 23.91% 1.1
Timpani Capital Management
2271
Timpani Capital Management
Wisconsin
$335M +$80.8M +32% 15.3% 383% 101 32.67% 0.7
Highstreet Asset Management
2272
Highstreet Asset Management
Ontario, Canada
$335M -$66.9M -17% 2.16% 22.5% 152 27.63% 1
TCOT
2273
Trust Company of Toledo
Ohio
$334M +$3.86M +1% 0.15% 109% 184 4.35% 1.5
First Western Capital Management
2274
First Western Capital Management
California
$333M -$5.83M -2% 4.44% 43% 139 22.3% 0.9
Canandaigua National Bank & Trust
2275
Canandaigua National Bank & Trust
New York
$333M +$19.3M +6% 0.41% – 210 10.48% 1.4