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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
Bleichroeder LP
New York
| $616M | -$47.1M | -7% | 6.55% | 202% | 110 | 28.18% | 0.9 |
|
| 2552 |
2552
Center Lake Capital Management
West Palm Beach,
Florida
| $615M | -$80.5M | -12% | 8.31% | 98.3% | 23 | 47.83% | 0.8 |
|
| 2553 |
CF
2553
Clarity Financial
Houston,
Texas
| $615M | +$94.4M | +18% | 0.15% | 56.8% | 127 | 39.37% | 0.5 |
|
| 2554 |
2554
Rodgers & Associates
Lancaster,
Pennsylvania
| $615M | -$7.05M | -1% | 1.25% | 56.3% | 93 | 4.3% | 0.7 |
|
| 2555 |
2555
Formation8
Los Altos,
California
| $614M | -$378M | -38% | 41.2% | – | 4 | 50% | 0.3 |
|
| 2556 |
2556
Canandaigua National Corp
Canandaigua,
New York
| $614M | -$2.17M | -0.4% | 0.53% | – | 280 | 7.86% | 1.1 |
|
| 2557 |
2557
Vicus Capital
State College,
Pennsylvania
| $614M | +$80K | +0% | 1.24% | 59.6% | 161 | 19.88% | 3.3 |
|
| 2558 |
2558
Koss-Olinger Consulting
Gainesville,
Florida
| $614M | -$60.1M | -9% | 1.34% | 57.9% | 282 | 32.27% | 0.4 |
|
| 2559 |
NEWAS
2559
N.E.W. Advisory Services
De Pere,
Wisconsin
| $614M | +$16.3M | +3% | 1.07% | 51.1% | 137 | 7.3% | 1.2 |
|
| 2560 |
2560
No Street GP LP
San Francisco,
California
| $613M | -$23.6M | -4% | 4.71% | 246% | 39 | 23.08% | 0.8 |
|
| 2561 |
2561
Vision Capital Management
Portland,
Oregon
| $613M | +$7.47M | +1% | 0.77% | 78.4% | 110 | 8.18% | 4 |
|
| 2562 |
2562
Nadler Financial Group
Deerfield,
Illinois
| $613M | +$2.09M | +0.3% | 0.23% | 81.8% | 135 | 11.11% | 4.1 |
|
| 2563 |
2563
Focused Wealth Management
Newburgh,
New York
| $613M | +$6.77M | +1% | 0.3% | 80.9% | 1,158 | 22.45% | 3.2 |
|
| 2564 |
2564
Longfellow Investment Management
Boston,
Massachusetts
| $612M | -$92.4M | -13% | 4.52% | 45.9% | 468 | 12.82% | 0.7 |
|
| 2565 |
TCOT
2565
Trust Company of Toledo
Holland,
Ohio
| $612M | +$18.9M | +3% | 0.59% | 109% | 193 | 3.63% | 5.9 |
|
| 2566 |
2566
Stewart & Patten Company
Lafayette,
California
| $612M | -$16.9M | -3% | 1.3% | 27.5% | 93 | 3.23% | 5.6 |
|
| 2567 |
2567
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $612M | +$7.21M | +1% | 0.09% | 59.5% | 116 | 3.45% | 4 |
|
| 2568 |
2568
Alpha Omega Wealth Management
Richmond,
Virginia
| $612M | +$2.32M | +0.4% | 1.38% | 65.9% | 234 | 9.4% | 3.6 |
|
| 2569 |
2569
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $611M | -$7.23M | -1% | 1.07% | 26.3% | 127 | 6.3% | 4.8 |
|
| 2570 |
2570
Southeast Asset Advisors
Thomasville,
Georgia
| $609M | -$1.09M | -0.2% | 0.44% | 91.5% | 148 | 6.76% | 3.2 |
|
| 2571 |
2571
Veritas Investment Management (UK)
London,
United Kingdom
| $609M | +$2.28M | +0.4% | 2.5% | 151% | 45 | 8.89% | 3.8 |
|
| 2572 |
CBT
2572
Central Bank & Trust
Lexington,
Kentucky
| $608M | -$10.9M | -2% | 0.1% | 118% | 307 | 7.49% | 4.9 |
|
| 2573 |
2573
Herald Investment Management
London,
United Kingdom
| $608M | -$5.63M | -0.9% | 2.04% | 493% | 106 | 9.43% | 3.9 |
|
| 2574 |
2574
Stillwater Capital Advisors
Devon,
Pennsylvania
| $607M | +$2.48M | +0.4% | 0.83% | 121% | 73 | 6.85% | 4.4 |
|
| 2575 |
2575
Cannell Capital
Alta,
Wyoming
| $607M | -$16.5M | -3% | 6.51% | 127% | 85 | 37.65% | 1.3 |
|