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
SGCIA
1301
Smith Graham & Co Investment Advisors
Texas
$954M +$30.6M +3% 136
FCP
1302
Fine Capital Partners
New York
$954M +$110M +13% 22
VIA
1303
Virtus Investment Advisers
Connecticut
$953M -$70.9M -7% 512
DCM
1304
Donaldson Capital Management
Indiana
$953M +$70.7M +8% 174
BIC
1305
Beach Investment Counsel
Pennsylvania
$951M -$24.1M -2% 169
BAM
1306
BTS Asset Management
Massachusetts
$950M +$117M +14% 10
PP
1307
Patten & Patten
Tennessee
$949M +$44.6M +5% 260
DF
1308
Donoghue Forlines
Massachusetts
$949M +$67.6M +8% 119
WF
1309
WealthTrust Fairport
Ohio
$948M +$35.2M +4% 162
BONST
1310
Bank of Nova Scotia Trust
Ontario, Canada
$948M +$71.4M +8% 475
RP
1311
Reinhart Partners
Wisconsin
$947M -$53M -5% 111
WBG
1312
Wharton Business Group
Pennsylvania
$946M +$8.14M +0.9% 119
RA
1313
Rovida Advisors
Florida
$945M +$219M +30% 30
CCWA
1314
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$945M +$49.4M +6% 134
SOAMC
1315
Spirit of America Management Corp
New York
$945M +$16.8M +2% 371
GC
1316
Grimes & Company
Massachusetts
$941M +$44.2M +5% 236
TC
1317
Towle & Co
Colorado
$940M +$144M +18% 34
ESBC
1318
E.S. Barr & Co
Kentucky
$939M +$41M +5% 88
LOAMU
1319
Lombard Odier Asset Management (USA)
New York
$939M +$62.4M +7% 262
SHGA
1320
Sand Hill Global Advisors
California
$938M +$59.7M +7% 116
NC
1321
Northpointe Capital
Michigan
$936M -$19.6M -2% 197
AS
1322
American Securities
New York
$935M +$76.9M +9% 5
MFBTD
1323
MB Financial Bank - Trust Department
Illinois
$933M +$8.89M +1% 412
MA
1324
Montag & Associates
Georgia
$932M +$39.3M +4% 263
CTI
1325
Community Trust & Investment
Kentucky
$931M +$36M +4% 107