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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Focused Wealth Management
Newburgh,
New York
| $300M | +$32M | +12% | 3.94% | 73.9% | 788 | 18.91% | 2.9 |
|
| 2602 |
RC
2602
Reik & Co
New York
| $300M | +$225K | +0.1% | 0.29% | 38.6% | 45 | 0% | 3.6 |
|
| 2603 |
2603
Naples Global Advisors
Naples,
Florida
| $300M | +$17.6M | +6% | 4.29% | 103% | 276 | 7.25% | 2.5 |
|
| 2604 |
KCP
2604
KDI Capital Partners
Raleigh,
North Carolina
| $299M | +$5.95M | +2% | 3.84% | 77.1% | 64 | 18.75% | 1.7 |
|
| 2605 |
2605
Flagship Pioneering
Cambridge,
Massachusetts
| $299M | +$15.4M | +5% | 33.8% | 13.3% | 4 | 0% | 1 |
|
| 2606 |
2606
Palouse Capital Management
Spokane,
Washington
| $299M | +$24M | +9% | 3.36% | 67.8% | 114 | 17.54% | 1.6 |
|
| 2607 |
2607
Azzad Asset Management
Falls Church,
Virginia
| $299M | +$20.1M | +7% | 5.59% | 101% | 301 | 8.97% | 2.1 |
|
| 2608 |
2608
Mountain Lake Investment Management
Boca Raton,
Florida
| $299M | +$44.5M | +18% | 10.2% | 64% | 35 | 28.57% | 1 |
|
| 2609 |
PI
2609
PHH Investments
Addison,
Texas
| $299M | +$7.74M | +3% | 2.87% | 30.9% | 76 | 19.74% | 0.6 |
|
| 2610 |
2610
City Holding Co
Charleston,
West Virginia
| $299M | +$14.9M | +5% | 4.55% | 89.2% | 617 | 11.67% | 2.5 |
|
| 2611 |
OIA
2611
Optimum Investment Advisors
Chicago,
Illinois
| $299M | +$9.6M | +3% | 4.62% | 125% | 318 | 13.84% | 2.7 |
|
| 2612 |
2612
Laurel Wealth Advisors (California)
Solana Beach,
California
| $298M | +$16.8M | +6% | 3.66% | 33% | 355 | 16.9% | 1.1 |
|
| 2613 |
PCMK
2613
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $298M | -$13.6M | -4% | 4.34% | 87.5% | 61 | 8.2% | 3.3 |
|
| 2614 |
2614
Whitney & Co
Rochester,
New York
| $298M | -$6.98M | -2% | 4.15% | 93.2% | 107 | 2.8% | 3.1 |
|
| 2615 |
SFSIG
2615
San Francisco Sentry Investment Group
San Francisco,
California
| $298M | +$17M | +6% | 5.2% | 436% | 955 | 22.41% | 0.7 |
|
| 2616 |
2616
Hunting Hill Global Capital
New York
| $298M | -$86M | -22% | 11.1% | 132% | 29 | 62.07% | 0.3 |
|
| 2617 |
2617
Atlantic Union Bankshares
Glen Allen,
Virginia
| $297M | +$8.09M | +3% | 2.55% | 78.9% | 145 | 6.9% | 2.6 |
|
| 2618 |
2618
United Fire Group
Cedar Rapids,
Iowa
| $297M | +$15.2M | +5% | 6.3% | 27.4% | 118 | 4.24% | 3.7 |
|
| 2619 |
RIM
2619
Regent Investment Management
Louisville,
Kentucky
| $297M | +$12.8M | +5% | 4.57% | 44% | 221 | 9.5% | 2.8 |
|
| 2620 |
2620
Welch Capital Partners
Harrison,
New York
| $297M | -$5.22M | -2% | 1.07% | 79.2% | 48 | 20.83% | 1.8 |
|
| 2621 |
2621
Van Hulzen Asset Management
El Dorado Hills,
California
| $296M | +$44.4M | +18% | 2.94% | 86.3% | 198 | 37.88% | 1.1 |
|
| 2622 |
JA
2622
JVL Advisors
Houston,
Texas
| $296M | -$5.76M | -2% | 14.3% | 89.4% | 13 | 46.15% | 2.4 |
|
| 2623 |
2623
Farmers Trust Company
Youngstown,
Ohio
| $296M | +$13.8M | +5% | 3.72% | 73.5% | 139 | 9.35% | 3 |
|
| 2624 |
2624
KG Funds Management
New York
| $296M | +$69M | +30% | 7.8% | 45.8% | 9 | 22.22% | 1 |
|
| 2625 |
2625
WrapManager Inc
Mill Valley,
California
| $296M | +$9.25M | +3% | 2.93% | 64.6% | 252 | 11.11% | 1.4 |
|