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
BCM
1576
Basso Capital Management
Connecticut
$570M -$68.5M -11% 189
LH
1577
Lebenthal Holdings
New York
$570M +$144M +34% 359
CIM
1578
Corda Investment Management
Texas
$570M +$37.4M +7% 54
NB
1579
NBT Bank
New York
$569M +$9.77M +2% 205
CBU
1580
CIBC Bank USA
Illinois
$568M -$2.54M -0.4% 270
WAM
1581
Wealthspire Advisors (Maryland)
Maryland
$567M +$29.3M +5% 2,009
SIC
1582
Sigma Investment Counselors
Michigan
$565M +$20.9M +4% 122
WFI
1583
West Family Investments
California
$565M +$180M +47% 115
WCM
1584
Wallace Capital Management
Texas
$565M +$38.5M +7% 55
SOAMC
1585
Spirit of America Management Corp
New York
$563M +$40.9M +8% 349
MWP
1586
MYCIO Wealth Partners
Pennsylvania
$563M +$2.69M +0.5% 1,019
LNB
1587
Ledyard National Bank
$563M +$7.3M +1% 736
AP
1588
Atwood & Palmer
Missouri
$562M +$35.7M +7% 433
MLM
1589
Mount Lucas Management
Pennsylvania
$562M -$100M -15% 157
DAM
1590
Delta Asset Management
Tennessee
$562M +$17.1M +3% 654
SI
1591
Sensato Investors
California
$562M +$30.6M +6% 111
CCA
1592
Catalyst Capital Advisors
New York
$562M -$85.3M -13% 629
IPC
1593
Invesco Private Capital
New York
$561M +$35.1M +7% 8
LAM
1594
Lapides Asset Management
Connecticut
$561M -$10.5M -2% 97
BDF
1595
Balasa Dinverno & Foltz
$560M -$35.4M -6% 208
WRBC
1596
W.R. Berkley Corp
Connecticut
$560M -$8.52M -1% 111
FNFDCM
1597
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$559M -$2.69M -0.5% 173
RT
1598
Rockland Trust
Massachusetts
$557M -$10.5M -2% 169
AC
1599
Alexandria Capital
Virginia
$557M +$159M +40% 708
BWP
1600
Baldwin Wealth Partners
Massachusetts
$557M -$57.4M -9% 540