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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Weatherly Asset Management
Del Mar,
California
| $239M | +$23.2M | +11% | 5.94% | 116% | 207 | 34.3% | 0.6 |
|
| 2552 |
2552
Meristem Family Wealth
Minnetonka,
Minnesota
| $238M | +$10M | +4% | 3.92% | 67.7% | 113 | 9.73% | 0.9 |
|
| 2553 |
2553
Van Cleef Asset Management
Beachwood,
Ohio
| $238M | +$9.9M | +4% | 5.1% | 104% | 103 | 10.68% | 0.9 |
|
| 2554 |
2554
Barnett & Company
Chattanooga,
Tennessee
| $238M | +$14.9M | +7% | 6.56% | 65.9% | 204 | 9.31% | 0.9 |
|
| 2555 |
RTIM
2555
Round Table Investment Management
Charlotte,
North Carolina
| $238M | +$66.5M | +39% | 2.35% | – | 64 | 50% | 0.3 |
|
| 2556 |
2556
Caledonia Investments plc (UK)
London England,
United Kingdom
| $238M | +$27.4M | +13% | 5.28% | 61.9% | 13 | 7.69% | 0.9 |
|
| 2557 |
2557
Stonerise Capital Management
San Francisco,
California
| $237M | -$30.2M | -11% | 4.18% | 0.77% | 12 | 25% | 0.7 |
|
| 2558 |
GCM
2558
Grisanti Capital Management
New York
| $237M | +$7.51M | +3% | 2.26% | 17.9% | 63 | 6.35% | 0.7 |
|
| 2559 |
2559
PL Capital Advisors
Naples,
Florida
| $237M | +$40.7M | +21% | 1.65% | 100% | 56 | 21.43% | 0.8 |
|
| 2560 |
2560
Huntington Steele
Oaks,
Pennsylvania
| $237M | +$15.9M | +7% | 4.43% | 69.8% | 71 | 11.27% | 0.9 |
|
| 2561 |
2561
Advisory Services Network
Atlanta,
Georgia
| $236M | +$42.3M | +22% | 5.17% | 105% | 272 | 34.56% | 0.5 |
|
| 2562 |
CAM
2562
CG Asset Management
New York
| $236M | +$14M | +6% | 8.75% | 62.7% | 150 | 26.67% | 0.4 |
|
| 2563 |
2563
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $236M | +$12M | +5% | 5.63% | 116% | 16 | 0% | 0.9 |
|
| 2564 |
2564
Axis Capital Holdings
Pembroke,
| $235M | +$81.5M | +53% | 4.04% | 67% | 5 | 0% | 1 |
|
| 2565 |
NAMP
2565
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $235M | +$16.8M | +8% | 5.36% | 73.1% | 111 | 12.61% | 0.8 |
|
| 2566 |
KIA
2566
King Investment Advisors
Houston,
Texas
| $235M | +$17M | +8% | 6.91% | – | 118 | 14.41% | 0.8 |
|
| 2567 |
2567
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $235M | -$4.25M | -2% | 5.66% | 58% | 156 | 12.18% | 0.9 |
|
| 2568 |
2568
Bar Harbor Trust Services
Ellsworth,
Maine
| $235M | +$10.8M | +5% | 3.65% | 86.4% | 95 | 14.74% | 0.8 |
|
| 2569 |
2569
Xponance
Philadelphia,
Pennsylvania
| $235M | -$2.38M | -1% | 2.51% | 144% | 62 | 32.26% | 0.3 |
|
| 2570 |
2570
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $235M | +$23M | +11% | 4.6% | 85.6% | 43 | 2.33% | 0.3 |
|
| 2571 |
2571
Alexandria Capital
Arlington,
Virginia
| $234M | +$6.67M | +3% | 4.03% | 66.8% | 636 | 12.58% | 0.9 |
|
| 2572 |
HF
2572
Hoxton Financial
Shepherdstown,
West Virginia
| $234M | -$2.4M | -1% | 2.88% | 15.3% | 348 | 11.78% | 0.7 |
|
| 2573 |
2573
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $234M | +$16.2M | +7% | 7.35% | 25.1% | 3 | 0% | 0.5 |
|
| 2574 |
2574
SVA Wealth Management
Madison,
Wisconsin
| $234M | +$22.1M | +10% | 3.95% | 44.5% | 171 | 11.11% | 0.4 |
|
| 2575 |
2575
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $234M | +$7.91M | +4% | 4.13% | 174% | 167 | 13.77% | 0.9 |
|