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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
Resources Management Corp
West Hartford,
Connecticut
| $741M | +$54.2M | +8% | 8.35% | 78.5% | 469 | 9.59% | 4.3 |
|
| 2552 |
2552
Dock Street Asset Management
Palm Beach,
Florida
| $741M | +$25.9M | +4% | 7.28% | 175% | 50 | 10% | 5.3 |
|
| 2553 |
2553
Infrastructure Capital Advisors
New York
| $741M | -$33.8M | -4% | 2.39% | 52% | 142 | 42.96% | 1 |
|
| 2554 |
PS
2554
Portfolio Strategies
Monsey,
New York
| $740M | +$6.92M | +0.9% | 1.61% | 120% | 38 | 2.63% | 3.8 |
|
| 2555 |
2555
Gryphon Financial Partners
Columbus,
Ohio
| $740M | +$72.1M | +11% | 7.5% | 93.7% | 295 | 12.54% | 2.7 |
|
| 2556 |
2556
Dean Investment Associates
Beavercreek,
Ohio
| $739M | +$35.8M | +5% | 11.3% | 63.5% | 224 | 7.59% | 4.1 |
|
| 2557 |
TCOT
2557
Trust Company of Toledo
Holland,
Ohio
| $739M | +$47.6M | +7% | 6.43% | 109% | 243 | 6.17% | 6.2 |
|
| 2558 |
WCM
2558
Wallace Capital Management
Dallas,
Texas
| $738M | +$48.5M | +7% | 9.93% | 62.3% | 90 | 17.78% | 4.6 |
|
| 2559 |
2559
WealthShield Partners
Cary,
North Carolina
| $738M | +$82M | +12% | 6.01% | 71% | 509 | 13.16% | 2.4 |
|
| 2560 |
2560
Running Oak Capital
Edina,
Minnesota
| $738M | +$93.2M | +14% | 8.51% | 32.7% | 65 | 23.08% | 2.5 |
|
| 2561 |
2561
Navellier & Associates
Reno,
Nevada
| $738M | -$114M | -13% | 8.05% | 361% | 370 | 23.51% | 1.7 |
|
| 2562 |
2562
Greatmark Investment Partners
Columbus,
Georgia
| $737M | +$51.9M | +8% | 8.09% | 72.5% | 135 | 6.67% | 6.1 |
|
| 2563 |
2563
Technology Crossover Management XI
Menlo Park,
California
| $737M | +$135M | +22% | 22.9% | 112% | 3 | 0% | 0.9 |
|
| 2564 |
2564
Skylands Capital
Milwaukee,
Wisconsin
| $737M | +$31.7M | +4% | 7.09% | 61% | 164 | 10.98% | 5.2 |
|
| 2565 |
2565
Center for Financial Planning
Southfied,
Michigan
| $737M | +$45.3M | +7% | 6.7% | 64.4% | 616 | 10.71% | 3.3 |
|
| 2566 |
2566
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $736M | +$36.3M | +5% | 5.49% | 84.5% | 568 | 16.9% | 2.8 |
|
| 2567 |
2567
Hendershot Investments
Centreville,
Virginia
| $736M | +$40.3M | +6% | 8.83% | 50.5% | 134 | 5.22% | 5.3 |
|
| 2568 |
2568
Summit Creek Advisors
Minneapolis,
Minnesota
| $736M | +$6.13M | +0.8% | 8.67% | 68.8% | 71 | 7.04% | 3.9 |
|
| 2569 |
2569
Security National Bank
Omaha,
Nebraska
| $736M | +$47.3M | +7% | 6.64% | 125% | 295 | 6.44% | 2 |
|
| 2570 |
2570
Kiltearn Partners
Edinburgh,
United Kingdom
| $736M | -$89.2M | -11% | 8.09% | 41% | 35 | 11.43% | 2.8 |
|
| 2571 |
2571
Poplar Forest Capital
Pasadena,
California
| $734M | +$18.1M | +3% | 4.37% | 30% | 57 | 10.53% | 4.9 |
|
| 2572 |
2572
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $734M | +$30.5M | +4% | 7.07% | 117% | 224 | 10.71% | 4.8 |
|
| 2573 |
2573
Dendur Capital
New York
| $734M | +$154M | +27% | 6.9% | 99.6% | 22 | 50% | 1 |
|
| 2574 |
2574
Nellore Capital Management
Redwood City,
California
| $734M | +$70.9M | +11% | 6.33% | 73.8% | 16 | 12.5% | 2 |
|
| 2575 |
2575
Crestview Partners II
New York
| $733M | +$103M | +16% | 16.6% | 157% | 3 | 0% | 5.9 |
|