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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $374M | -$1.38M | -0.4% | 1.13% | 34.2% | 42 | 4.76% | 4.8 |
|
| 2527 |
2527
Brasada Capital Management
Houston,
Texas
| $374M | -$2M | -0.5% | 5.49% | 76.5% | 178 | 34.83% | 1.2 |
|
| 2528 |
2528
Parkside Investments
Deerfield,
Illinois
| $374M | -$10.7M | -3% | 1.08% | 70.4% | 111 | 23.42% | 1.6 |
|
| 2529 |
2529
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $372M | +$48.4M | +15% | 7.51% | 282% | 27 | 25.93% | 1.5 |
|
| 2530 |
2530
TIAA Kaspick
Boston,
Massachusetts
| $372M | +$47.9M | +15% | 0.87% | 45.9% | 17 | 23.53% | 0.5 |
|
| 2531 |
2531
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| $372M | -$10.3M | -3% | 1.47% | 72.3% | 224 | 12.95% | 0.6 |
|
| 2532 |
2532
Sentinel Trust
Houston,
Texas
| $371M | +$7.75M | +2% | 0.18% | 79.2% | 39 | 20.51% | 4.2 |
|
| 2533 |
GCM
2533
Gabalex Capital Management
New York
| $371M | -$12.8M | -3% | 0.06% | 24.9% | 24 | 8.33% | 2.7 |
|
| 2534 |
2534
Financial Enhancement Group
Anderson,
Indiana
| $371M | +$28.7M | +8% | 1.67% | 62.2% | 325 | 19.38% | 1.3 |
|
| 2535 |
2535
Meristem Family Wealth
Minnetonka,
Minnesota
| $370M | +$42.5M | +13% | 0.75% | 67.7% | 219 | 28.77% | 2.2 |
|
| 2536 |
2536
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $370M | +$5.43M | +1% | 2.26% | 55.7% | 125 | 6.4% | 5.1 |
|
| 2537 |
2537
NFC Investments
Memphis,
Tennessee
| $370M | +$19.6M | +6% | 2.02% | – | 40 | 5% | 3.4 |
|
| 2538 |
2538
Redwood Investment Management
Scottsdale,
Arizona
| $370M | +$11.9M | +3% | 0.47% | 62.5% | 242 | 12.4% | 0.5 |
|
| 2539 |
2539
Hutchinson Capital Management
San Rafael,
California
| $369M | +$13.7M | +4% | 1.99% | 52.6% | 71 | 15.49% | 3.4 |
|
| 2540 |
2540
Continental Grain Company
New York
| $369M | +$97.2M | +36% | 3.94% | 5.73% | 6 | 50% | 0.4 |
|
| 2541 |
2541
Realta Investment Advisors
Wilmington,
Delaware
| $368M | +$7.8M | +2% | 0.95% | 151% | 1,910 | 20.31% | 0.4 |
|
| 2542 |
SC
2542
Southside Capital
Miami Beach,
Florida
| $368M | +$25.8M | +8% | 0.96% | – | 82 | 34.15% | 0.4 |
|
| 2543 |
SCM
2543
Stonehill Capital Management
New York
| $368M | +$18.8M | +5% | 43% | 117% | 18 | 44.44% | 1 |
|
| 2544 |
OFM
2544
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $367M | -$27.1M | -7% | 9.24% | 8.26% | 10 | 10% | 1.1 |
|
| 2545 |
2545
McAdam LLC
Philadelphia,
Pennsylvania
| $367M | +$32.4M | +10% | 0.43% | 65.4% | 89 | 24.72% | 1.6 |
|
| 2546 |
2546
Evermay Wealth Management
Arlington,
Virginia
| $367M | +$6.84M | +2% | 0.85% | 56.2% | 155 | 10.32% | 2.8 |
|
| 2547 |
2547
American Economic Planning Group
Warren,
New Jersey
| $367M | +$35.2M | +11% | 0.91% | 25.9% | 98 | 18.37% | 2.4 |
|
| 2548 |
CANC
2548
Culbertson A N & Co
Charlottesville,
Virginia
| $366M | +$6.66M | +2% | 1.41% | 87.5% | 105 | 0.95% | 4.8 |
|
| 2549 |
HCP
2549
Holt Capital Partners
Fort Worth,
Texas
| $366M | +$11.6M | +3% | 0.91% | 69.5% | 145 | 2.76% | 4.1 |
|
| 2550 |
2550
SOL Capital Management
Rockville,
Maryland
| $366M | -$1.68M | -0.5% | 0.99% | 56.6% | 247 | 6.07% | 4.4 |
|