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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
PWW
2651
Pettyjohn Wood & White
Lynchburg,
Virginia
| $258M | +$47.5M | +23% | 3.61% | 70.9% | 139 | 14.39% | 2.4 |
|
| 2652 |
2652
Financial Planning & Information Services
De Pere,
Wisconsin
| $258M | +$14.5M | +6% | 1.63% | 13% | 36 | 2.78% | 2.5 |
|
| 2653 |
GFG
2653
Gray Financial Group
Atlanta,
Georgia
| $257M | +$16.2M | +7% | 1.86% | – | 66 | 54.55% | 1.4 |
|
| 2654 |
AC
2654
Amici Capital
New York
| $257M | -$126M | -33% | 1.98% | 28.6% | 106 | 61.32% | 1.6 |
|
| 2655 |
2655
City Holding Co
Charleston,
West Virginia
| $257M | +$26M | +11% | 7.75% | 89.2% | 584 | 9.42% | 2.1 |
|
| 2656 |
PH
2656
Pinnacle Holdings
Tulsa,
Oklahoma
| $257M | +$3.08M | +1% | 11.1% | 79.6% | 234 | 14.96% | 2.2 |
|
| 2657 |
SHCM
2657
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| $257M | +$14.9M | +6% | 2.79% | 31.2% | 92 | 9.78% | 1.1 |
|
| 2658 |
2658
Coastal Bridge Advisors
Westport,
Connecticut
| $257M | +$51.5M | +25% | 5.4% | 88.1% | 85 | 30.59% | 0.7 |
|
| 2659 |
2659
Kays Financial Advisory
Atlanta,
Georgia
| $257M | +$21.8M | +9% | 0.71% | 23.3% | 79 | 30.38% | 1.7 |
|
| 2660 |
2660
Naples Global Advisors
Naples,
Florida
| $257M | +$1.12M | +0.4% | 2.19% | 103% | 259 | 5.41% | 2.2 |
|
| 2661 |
2661
Gargoyle Investment Advisor
Englewood,
New Jersey
| $257M | -$7.72M | -3% | 8.94% | 34.5% | 220 | 32.27% | 1 |
|
| 2662 |
DGI
2662
Discovery Group I
Chicago,
Illinois
| $256M | +$12.3M | +5% | 6.09% | – | 32 | 62.5% | 0.1 |
|
| 2663 |
2663
Jackson Wealth Management
Lake Mary,
Florida
| $256M | -$7.93M | -3% | 0.88% | 72.1% | 80 | 37.5% | 1.1 |
|
| 2664 |
2664
Bell Bank
Fargo,
North Dakota
| $256M | +$97.3M | +61% | 0.14% | 71% | 128 | 13.28% | 2 |
|
| 2665 |
2665
Vision Capital Management
Portland,
Oregon
| $256M | +$17.3M | +7% | 3.13% | 78.4% | 85 | 7.06% | 1.6 |
|
| 2666 |
2666
Golden Gate Private Equity
San Francisco,
California
| $256M | +$32.1M | +14% | 13.5% | 8.72% | 20 | 15% | 0.9 |
|
| 2667 |
2667
Blue Chip Partners
Farmington Hills,
Michigan
| $255M | +$28.9M | +13% | 3.38% | 81.2% | 125 | 7.2% | 1.7 |
|
| 2668 |
2668
Rodgers Brothers
Harmony,
Pennsylvania
| $255M | +$6.2M | +2% | 3.87% | 108% | 181 | 12.15% | 2.5 |
|
| 2669 |
2669
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $254M | +$13.1M | +5% | 2.88% | 72.5% | 63 | 36.51% | 1.3 |
|
| 2670 |
2670
Whalerock Point Partners
Providence,
Rhode Island
| $254M | +$12.4M | +5% | 7.56% | 103% | 160 | 24.38% | 2.1 |
|
| 2671 |
TCGI
2671
Three Corner Global Investors
New York
| $254M | -$11.2M | -4% | 9.53% | 57.5% | 36 | 69.44% | 0.3 |
|
| 2672 |
2672
Managed Asset Portfolios
Rochester,
Michigan
| $254M | +$16.5M | +7% | 8.12% | 99.2% | 31 | 16.13% | 2.3 |
|
| 2673 |
2673
Brookmont Capital Management
Dallas,
Texas
| $254M | -$14.5M | -5% | 5.33% | 32.2% | 53 | 11.32% | 2.8 |
|
| 2674 |
2674
Marlowe Partners
New York
| $254M | +$117M | +85% | 7.1% | 16.3% | 14 | 42.86% | 0.6 |
|
| 2675 |
2675
Feinberg Stephen
| $254M | -$88.9M | -26% | 10.2% | 54.3% | 8 | 62.5% | 1.3 |
|