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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
Fiduciary Trust International
Lincoln,
Massachusetts
| $298M | +$6.14M | +2% | 3.86% | 36.8% | 107 | 21.5% | 1.9 |
|
| 2552 |
2552
HeadInvest LLC
Portland,
Maine
| $298M | +$28.7M | +11% | 5.27% | 59.1% | 142 | 4.23% | 2.6 |
|
| 2553 |
RC
2553
Reik & Co
New York
| $297M | +$7.34M | +3% | 7.34% | 38.6% | 49 | 12.24% | 3.2 |
|
| 2554 |
2554
Steinberg Asset Management
New York
| $297M | +$34.7M | +13% | 12.7% | 130% | 46 | 30.43% | 2 |
|
| 2555 |
2555
Nelson Capital Management
Menlo Park,
California
| $297M | +$10.9M | +4% | 4.87% | 121% | 288 | 22.57% | 2.4 |
|
| 2556 |
2556
Security National Trust
Wheeling,
West Virginia
| $297M | +$18M | +6% | 4.83% | 58.3% | 448 | 8.71% | 3 |
|
| 2557 |
2557
Arrow Investment Advisors
Laurel,
Maryland
| $297M | -$83.6M | -22% | 4.11% | 36.3% | 78 | 33.33% | 1.4 |
|
| 2558 |
2558
Cambria Investment Management
Manhattan Beach,
California
| $296M | +$56.1M | +23% | 5.2% | 72% | 189 | 23.28% | 1.2 |
|
| 2559 |
2559
Radnor Capital Management
Wayne,
Pennsylvania
| $296M | +$3.84M | +1% | 3.99% | 86.6% | 186 | 8.06% | 0.2 |
|
| 2560 |
FIMG
2560
Financial & Investment Management Group
Traverse City,
Michigan
| $296M | +$36.4M | +14% | 3.38% | 18.9% | 111 | 29.73% | 1.7 |
|
| 2561 |
2561
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $295M | +$4.48M | +2% | 2.33% | 69.7% | 73 | 2.74% | 2.9 |
|
| 2562 |
SHCM
2562
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| $295M | +$37.7M | +15% | 4.52% | 31.2% | 96 | 8.33% | 1.2 |
|
| 2563 |
2563
Hills Bank & Trust
North Liberty,
Iowa
| $295M | +$10M | +3% | 4.75% | 52.8% | 128 | 2.34% | 2.6 |
|
| 2564 |
2564
D.L. Carlson Investment Group
Concord,
New Hampshire
| $295M | +$1.03M | +0.4% | 7.41% | 113% | 146 | 21.92% | 2.3 |
|
| 2565 |
2565
Searchlight Capital Partners
New York
| $294M | +$6.73M | +2% | 2.37% | 38.5% | 2 | 0% | 0.3 |
|
| 2566 |
2566
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $294M | +$13.4M | +5% | 3.57% | 33.7% | 91 | 3.3% | 3.2 |
|
| 2567 |
2567
Coastal Bridge Advisors
Westport,
Connecticut
| $293M | +$36.4M | +14% | 14.3% | 88.1% | 96 | 19.79% | 0.8 |
|
| 2568 |
MAM
2568
Morse Asset Management
Darien,
Connecticut
| $293M | – | – | 11.8% | 222% | 135 | – | 0 |
|
| 2569 |
2569
CWA Asset Management Group
Naples,
Florida
| $293M | +$58.8M | +25% | 4.89% | – | 181 | 21.55% | 0.8 |
|
| 2570 |
2570
Gibson Capital
Wexford,
Pennsylvania
| $293M | -$1.08M | -0.4% | 3.79% | 67.2% | 35 | 2.86% | 2.7 |
|
| 2571 |
2571
GM Advisory Group
Melville,
New York
| $293M | +$6.39M | +2% | 4.59% | 53.6% | 125 | 30.4% | 0.9 |
|
| 2572 |
2572
Forte Capital
Rochester,
New York
| $293M | +$25.2M | +9% | 7.69% | 98.3% | 158 | 8.23% | 2 |
|
| 2573 |
2573
Barber Financial Group
Lenexa,
Kansas
| $292M | +$15.4M | +6% | 3.05% | 39% | 94 | 17.02% | 0.2 |
|
| 2574 |
KCP
2574
KDI Capital Partners
Raleigh,
North Carolina
| $292M | -$18.5M | -6% | 4.41% | 77.1% | 59 | 25.42% | 1.5 |
|
| 2575 |
2575
Dorsey Wright & Associates
Pasadena,
California
| $292M | +$55.9M | +24% | 9.27% | 311% | 163 | 36.2% | 0.4 |
|