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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 |
2651
Gibson Capital
Wexford,
Pennsylvania
| $285M | -$7.9M | -3% | 1.49% | 67.2% | 36 | 2.78% | 2.8 |
|
| 2652 |
2652
LVW Advisors
Pittsford,
New York
| $284M | +$5.2M | +2% | 1.91% | 79.1% | 123 | 22.76% | 1.8 |
|
| 2653 |
RIM
2653
Regent Investment Management
Louisville,
Kentucky
| $284M | +$19.3M | +7% | 3.24% | 44% | 216 | 8.33% | 2.7 |
|
| 2654 |
2654
Aveo Capital Partners
Englewood,
Colorado
| $284M | +$11M | +4% | 1.89% | 19.1% | 148 | 23.65% | 0.4 |
|
| 2655 |
2655
City Holding Co
Charleston,
West Virginia
| $284M | +$16.7M | +6% | 1.55% | 89.2% | 597 | 6.37% | 2.4 |
|
| 2656 |
2656
Orbis World
Road Town, Tortola,
British Virgin Islands
| $284M | -$190M | -40% | 5.47% | – | 4 | 25% | 1.5 |
|
| 2657 |
2657
Flagship Pioneering
Cambridge,
Massachusetts
| $284M | -$92.7M | -25% | 5.41% | 13.3% | 7 | 42.86% | 0.8 |
|
| 2658 |
GIIO
2658
Gen IV Investment Opportunities
New York
| $283M | +$90.5M | +47% | 17.1% | – | 17 | 41.18% | 0.3 |
|
| 2659 |
2659
Gilbert & Cook
West Des Moines,
Iowa
| $283M | +$40.1M | +16% | 2.12% | 63.2% | 147 | 50.34% | 0.2 |
|
| 2660 |
2660
KWMG LLC
Overland Park,
Kansas
| $283M | +$23.7M | +9% | 2.29% | 76.2% | 110 | 10.91% | 1.8 |
|
| 2661 |
2661
Farmers Trust Company
Youngstown,
Ohio
| $282M | -$1.84M | -0.6% | 1.92% | 73.5% | 137 | 7.3% | 2.9 |
|
| 2662 |
2662
13D Management
New York
| $282M | +$27.5M | +11% | 6.93% | 157% | 37 | 16.22% | 1.1 |
|
| 2663 |
2663
Miller Investment Management
West Conshohocken,
Pennsylvania
| $282M | +$8.51M | +3% | 3.11% | 60.2% | 73 | 9.59% | 2.8 |
|
| 2664 |
2664
Bell Bank
Fargo,
North Dakota
| $282M | +$12.9M | +5% | 1.7% | 71% | 135 | 11.11% | 2.3 |
|
| 2665 |
2665
NFC Investments
Memphis,
Tennessee
| $282M | +$19.3M | +7% | 1.13% | – | 43 | 4.65% | 2.6 |
|
| 2666 |
2666
Naples Global Advisors
Naples,
Florida
| $282M | +$3.29M | +1% | 2.34% | 103% | 274 | 6.57% | 2.4 |
|
| 2667 |
2667
United Fire Group
Cedar Rapids,
Iowa
| $282M | +$5.16M | +2% | 3.13% | 27.4% | 116 | 1.72% | 3.5 |
|
| 2668 |
2668
Tang Capital Management
San Diego,
California
| $282M | +$5.08M | +2% | 0.32% | 493% | 5 | 0% | 2.5 |
|
| 2669 |
2669
Mizuho Trust & Banking
Tokyo,
Japan
| $282M | +$109M | +64% | 3.04% | 36.1% | 13 | 30.77% | 0.5 |
|
| 2670 |
CIM
2670
CIM Investment Management
Pittsburgh,
Pennsylvania
| $282M | -$9.32M | -3% | 2.45% | 123% | 393 | 18.32% | 1.6 |
|
| 2671 |
2671
Laurel Wealth Advisors (California)
Solana Beach,
California
| $281M | +$22.1M | +9% | 2% | 33% | 342 | 21.05% | 1 |
|
| 2672 |
2672
RWWM Inc
Rocklin,
California
| $281M | +$356K | +0.1% | 1.21% | 40.6% | 10 | 0% | 3 |
|
| 2673 |
WA
2673
Wintergreen Advisers
Mount Olive,
New Jersey
| $281M | +$9.38M | +3% | 4.71% | 25.4% | 10 | 10% | 2.6 |
|
| 2674 |
2674
Terril Brothers
St. Louis,
Missouri
| $281M | -$2.1M | -0.7% | 0.78% | 94.4% | 47 | 10.64% | 1.8 |
|
| 2675 |
2675
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $281M | +$24.7M | +10% | 2.38% | 99.4% | 113 | 12.39% | 1.9 |
|