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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)
Baxter Bros Inc
2351
Baxter Bros Inc
Connecticut
$438M +$9.6M +2% 4.72% 73.8% 118 8.47% 4.1
GWI
2352
Grace & White Inc
New York
$438M +$16.1M +4% 0.8% 59.6% 128 3.13% 4.7
Kovack Advisors
2353
Kovack Advisors
Florida
$437M +$36.4M +9% 3.47% 118% 530 23.58% 1.8
West Coast Financial
2354
West Coast Financial
California
$437M +$13.8M +3% 6.25% 22.2% 117 9.4% 3.6
Metropolis Capital
2355
Metropolis Capital
United Kingdom
$436M +$80.4M +23% 2.62% 61.7% 11 18.18% 0.4
United Asset Strategies
2356
United Asset Strategies
New York
$435M +$9.6M +2% 3.48% 94.6% 217 20.28% 1.9
Main Management ETF Advisors
2357
Main Management ETF Advisors
California
$434M +$3.11M +0.7% 3.48% 97.2% 13 23.08% 1
Camden National Bank
2358
Camden National Bank
Maine
$434M +$20.5M +5% 5.71% 48.8% 119 11.76% 1.6
Triodos Investment Management
2359
Triodos Investment Management
Netherlands
$433M -$61.6M -12% 6.04% 89.9% 40 12.5% 1
MV Capital Management
2360
MV Capital Management
Maryland
$433M +$16.7M +4% 2.32% 67.6% 370 10% 2.8
Almanack Investment Partners
2361
Almanack Investment Partners
Pennsylvania
$432M +$79M +22% 2.35% 77.8% 289 54.33% 0.6
JWBC
2362
J.W. Burns & Co
New York
$432M +$22.2M +5% 5.15% 95.4% 168 4.76% 4.3
M.D. Sass LLC
2363
M.D. Sass LLC
New York
$432M -$196M -31% 6% 80.1% 59 18.64% 1.4
Hudson Valley Investment Advisors
2364
Hudson Valley Investment Advisors
New York
$432M +$18.9M +5% 3.6% 102% 178 12.36% 3.7
WBH Advisory
2365
WBH Advisory
Maryland
$431M +$10.9M +3% 3.72% 57.6% 238 4.62% 4.3
Willingdon Wealth Management
2366
Willingdon Wealth Management
North Carolina
$431M +$23.4M +6% 4.52% 15.3% 382 25.39% 1.9
Chemung Canal Trust
2367
Chemung Canal Trust
New York
$430M +$10.6M +3% 4.2% 80.9% 114 6.14% 4
Mark Asset Management
2368
Mark Asset Management
New York
$429M -$23.1M -5% 7.44% 325% 71 33.8% 1.7
Jaffetilchin Investment Partners
2369
Jaffetilchin Investment Partners
Florida
$429M -$20.9M -5% 3.74% 88.1% 347 43.52% 1.2
CCM
2370
Cohen Capital Management
California
$429M +$14.2M +3% 2.66% 91.5% 138 5.07% 4.2
Exencial Wealth Advisors
2371
Exencial Wealth Advisors
Oklahoma
$429M +$7.33M +2% 4.85% 58% 234 5.98% 2.3
Pacific Global Investment Management
2372
Pacific Global Investment Management
California
$428M -$24.4M -5% 4.56% 48% 225 12.44% 4.3
Dundas Partners
2373
Dundas Partners
United Kingdom
$428M +$21.9M +5% 6.83% 87.6% 32 3.13% 1.3
Well Done LLC
2374
Well Done LLC
Michigan
$428M +$21.2M +5% 4.17% 80.4% 156 14.1% 1.9
Barber Financial Group
2375
Barber Financial Group
Kansas
$428M -$80.7M -16% 2.52% 39% 157 22.29% 1.3