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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
Parkside Investments
Deerfield,
Illinois
| $501M | +$35.7M | +8% | 5.93% | 70.4% | 96 | 19.79% | 2.8 |
|
| 2602 |
2602
BFSG LLC
Irvine,
California
| $499M | +$29.2M | +6% | 10.6% | 81.9% | 194 | 14.43% | 2.3 |
|
| 2603 |
2603
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $499M | – | – | 7.81% | 56.9% | 107 | – | 0 |
|
| 2604 |
2604
Means Investment Company
Bangor,
Maine
| $499M | +$38M | +8% | 7.1% | 87.9% | 200 | 9% | 2.8 |
|
| 2605 |
KC
2605
Keenan Capital
Burlingame,
California
| $499M | -$27.7M | -5% | 4.93% | 110% | 13 | 15.38% | 2.8 |
|
| 2606 |
2606
Minot Capital
Broomfield,
Colorado
| $498M | +$130M | +35% | 13.8% | 19.6% | 20 | 5% | 2.3 |
|
| 2607 |
2607
Bain Capital Venture Investors
Boston,
Massachusetts
| $498M | -$292M | -37% | 12.5% | 34.2% | 5 | 40% | 1.2 |
|
| 2608 |
2608
Northwest Bancshares
Warren,
Pennsylvania
| $498M | +$69.8M | +16% | 11.3% | 84.8% | 187 | 9.09% | 3.2 |
|
| 2609 |
2609
Rodgers Brothers
Harmony,
Pennsylvania
| $498M | +$28.2M | +6% | 12.7% | 108% | 204 | 8.33% | 5.6 |
|
| 2610 |
2610
Teamwork Financial Advisors
San Antonio,
Texas
| $496M | +$32.6M | +7% | 6.53% | 134% | 227 | 26.87% | 1.3 |
|
| 2611 |
2611
Cannell Capital
Alta,
Wyoming
| $496M | +$59.4M | +14% | 26.7% | 127% | 99 | 22.22% | 1.4 |
|
| 2612 |
ERFOTCOFW
2612
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $495M | +$24.1M | +5% | 9.9% | 31.5% | 14 | 28.57% | 0.6 |
|
| 2613 |
HVM
2613
Harvest Volatility Management
Norwalk,
Connecticut
| $495M | -$83.3M | -14% | 3.65% | 24.3% | 146 | 15.75% | 1.6 |
|
| 2614 |
HCP
2614
Holt Capital Partners
Fort Worth,
Texas
| $495M | +$161M | +48% | 9.23% | 69.5% | 159 | 13.21% | 5.4 |
|
| 2615 |
2615
ECP ControlCo
Summit,
New Jersey
| $495M | -$2.16M | -0.4% | 6.32% | 42.5% | 9 | 22.22% | 1.5 |
|
| 2616 |
2616
Moody Aldrich Partners
Marblehead,
Massachusetts
| $494M | +$7.76M | +2% | 13.1% | 312% | 182 | 32.42% | 1.3 |
|
| 2617 |
2617
Rockbridge Investment Management
Syracuse,
New York
| $493M | +$69.2M | +16% | 5.9% | 38.6% | 110 | 10.91% | 2.1 |
|
| 2618 |
2618
Advantage Alpha Capital Partners
San Francisco,
California
| $493M | -$50.7M | -9% | 9.46% | 79.2% | 107 | 23.36% | 1.6 |
|
| 2619 |
2619
Cary Street Partners Asset Management
Richmond,
Virginia
| $493M | +$76.8M | +18% | 9.17% | 25.3% | 480 | 20.83% | 0.7 |
|
| 2620 |
2620
Galibier Capital Management
Toronto,
Ontario, Canada
| $493M | -$2.84M | -0.6% | 12.6% | 66.8% | 48 | 25% | 2 |
|
| 2621 |
T
2621
TCWP
Beachwood,
Ohio
| $493M | +$21M | +4% | 7.55% | – | 302 | 26.82% | 0.8 |
|
| 2622 |
2622
Arden Trust
Wilmington,
Delaware
| $492M | +$96.9M | +25% | 8.81% | 22.5% | 273 | 12.09% | 4.7 |
|
| 2623 |
2623
KLCM Advisors
Milwaukee,
Wisconsin
| $492M | +$66.3M | +16% | 14% | 122% | 133 | 12.03% | 4 |
|
| 2624 |
2624
Cowen Investment Management
New York
| $492M | +$29.6M | +6% | 6.18% | 1.87% | 301 | 50.83% | 0.8 |
|
| 2625 |
2625
Focused Wealth Management
Newburgh,
New York
| $492M | +$14.9M | +3% | 5.56% | 73.9% | 1,196 | 20.9% | 3.8 |
|