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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Sequoia Financial Advisors
Akron,
Ohio
| $230M | -$6.76M | -3% | 6.16% | 78.3% | 201 | 20.4% | 1.1 |
|
| 2577 |
DCM
2577
Dinsmore Capital Management
Morristown,
New Jersey
| $230M | -$23.6M | -9% | 1.47% | – | 143 | 9.09% | 1.2 |
|
| 2578 |
2578
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $230M | -$25.6M | -10% | 6.05% | 65.9% | 165 | 21.21% | 1.6 |
|
| 2579 |
2579
Argus Investors Counsel
New York
| $230M | -$13.4M | -6% | 6.86% | 132% | 52 | 3.85% | 2.1 |
|
| 2580 |
2580
Lafayette Investments
Ashton,
Maryland
| $229M | -$8.82M | -4% | 4.99% | 77.9% | 72 | 9.72% | 1.9 |
|
| 2581 |
BCM
2581
Birmingham Capital Management
Birmingham,
Alabama
| $229M | -$27.1M | -11% | 8.78% | 103% | 110 | 12.73% | 2 |
|
| 2582 |
2582
Tealwood Asset Management
Minneapolis,
Minnesota
| $229M | -$26.6M | -10% | 10.7% | 128% | 86 | 12.79% | 1.6 |
|
| 2583 |
FCPV
2583
FS Capital Partners VI
Los Angeles,
California
| $229M | -$169M | -42% | 42.4% | – | 1 | 0% | 0.8 |
|
| 2584 |
ARMC
2584
American Research & Management Company
Marion,
Massachusetts
| $229M | -$17.6M | -7% | 6.44% | 35.1% | 413 | 9.69% | 1.8 |
|
| 2585 |
2585
Manitou Investment Management
Toronto,
Ontario, Canada
| $229M | – | – | 10.5% | 69.3% | 28 | – | 0 |
|
| 2586 |
2586
Rampart Investment Management
Hartford,
Connecticut
| $228M | -$19.6M | -8% | 4.35% | 74% | 14 | 57.14% | 0.4 |
|
| 2587 |
2587
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $228M | -$29.4M | -11% | 5.42% | – | 1,482 | 9.99% | 0.5 |
|
| 2588 |
2588
Samson Capital Advisors
New York
| $228M | +$78.7M | +53% | 3.91% | – | 78 | 55.13% | 0.3 |
|
| 2589 |
2589
Harfst & Associates
Sheridan,
Wyoming
| $228M | +$50M | +28% | 8.3% | 88.1% | 346 | 24.28% | 0.2 |
|
| 2590 |
RPGK
2590
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $228M | -$16.5M | -7% | 7.03% | 54.7% | 58 | 6.9% | 2.1 |
|
| 2591 |
2591
Neuberger Berman Canada
Toronto,
Ontario, Canada
| $228M | -$143M | -38% | 7.21% | 15.7% | 211 | 43.6% | 0.8 |
|
| 2592 |
2592
American Economic Planning Group
Warren,
New Jersey
| $228M | -$15.4M | -6% | 6.28% | 25.9% | 46 | 15.22% | 1.4 |
|
| 2593 |
2593
Fairfield, Bush & Co
Darien,
Connecticut
| $228M | -$105M | -32% | 7.82% | 112% | 170 | 21.76% | 1.9 |
|
| 2594 |
2594
SC US (TTGP)
Menlo Park,
California
| $228M | +$15.9M | +8% | 5.87% | 65.2% | 7 | 28.57% | 0.7 |
|
| 2595 |
2595
Golden Gate Private Equity
San Francisco,
California
| $228M | -$143M | -39% | 13.2% | 8.72% | 16 | 62.5% | 0.8 |
|
| 2596 |
2596
ShearLink Capital
New York
| $227M | +$6.84M | +3% | 13.5% | 49.1% | 25 | 48% | 0.5 |
|
| 2597 |
2597
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $227M | +$32.3M | +17% | 7.93% | 54.8% | 625 | 40.96% | 1 |
|
| 2598 |
2598
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $227M | -$14.7M | -6% | 5.14% | 74.8% | 135 | 7.41% | 2 |
|
| 2599 |
TCM
2599
Texan Capital Management
Houston,
Texas
| $227M | -$20.9M | -8% | 9.91% | 19.3% | 161 | 13.66% | 1.4 |
|
| 2600 |
2600
Lexington Partners VI Holdings Sub
New York
| $227M | -$82M | -27% | 26.6% | – | 1 | 0% | 2.3 |
|