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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 |
OIA
2651
Optimum Investment Advisors
Chicago,
Illinois
| $314M | +$15.8M | +5% | 6.25% | 125% | 320 | 9.69% | 2.8 |
|
| 2652 |
2652
Greenwood Gearhart
Fayetteville,
Arkansas
| $314M | +$36.7M | +13% | 5.81% | 70.6% | 62 | 9.68% | 3.1 |
|
| 2653 |
2653
NorthRock Partners
Minneapolis,
Minnesota
| $313M | +$50.6M | +19% | 5.56% | 62.8% | 59 | 15.25% | 1.5 |
|
| 2654 |
2654
FRG Family Wealth Advisors
Bellevue,
Washington
| $313M | +$20.1M | +7% | 6.98% | 76.4% | 145 | 5.52% | 1.7 |
|
| 2655 |
2655
Coastal Bridge Advisors
Westport,
Connecticut
| $313M | +$7.9M | +3% | 2.65% | 88.1% | 136 | 12.5% | 1.1 |
|
| 2656 |
SCM
2656
Sorin Capital Management
Stamford,
Connecticut
| $313M | +$187M | +148% | 3.82% | 28% | 20 | 20% | 0.6 |
|
| 2657 |
RCM
2657
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $313M | -$2.7M | -0.9% | 8.32% | 31.2% | 37 | 16.22% | 2.6 |
|
| 2658 |
2658
CNO Financial Group
Carmel,
Indiana
| $313M | -$188M | -38% | 1.57% | – | 22 | 31.82% | 1.9 |
|
| 2659 |
2659
Radnor Capital Management
Wayne,
Pennsylvania
| $313M | +$17.2M | +6% | 4.08% | 86.6% | 192 | 15.63% | 0.9 |
|
| 2660 |
OM
2660
Opaleye Management
Boston,
Massachusetts
| $312M | +$29.5M | +10% | 22.5% | 748% | 49 | 59.18% | 0.9 |
|
| 2661 |
RC
2661
Reik & Co
New York
| $312M | +$12.5M | +4% | 4.28% | 38.6% | 46 | 4.35% | 3.8 |
|
| 2662 |
QCI
2662
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $312M | +$151K | +0% | 8.92% | 107% | 26 | 23.08% | 2.2 |
|
| 2663 |
2663
Focused Wealth Management
Newburgh,
New York
| $312M | +$12M | +4% | 3.97% | 73.9% | 783 | 21.07% | 2.9 |
|
| 2664 |
CGM
2664
Centenus Global Management
New York
| $311M | – | – | 8.12% | – | 94 | – | 0 |
|
| 2665 |
2665
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $311M | +$16.6M | +6% | 5.28% | 52.1% | 169 | 17.16% | 3.1 |
|
| 2666 |
2666
Winslow Evans & Crocker
Boston,
Massachusetts
| $311M | +$9.49M | +3% | 6.82% | 76.2% | 1,183 | 10.48% | 2.9 |
|
| 2667 |
2667
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $311M | -$6.59M | -2% | 6.79% | 69.7% | 73 | 5.48% | 3.6 |
|
| 2668 |
2668
Proficio Capital Partners
Newton,
Massachusetts
| $311M | +$63.6M | +26% | 4.85% | 97% | 1,381 | 8.47% | 1.5 |
|
| 2669 |
2669
Toews Corporation
Northfield,
New Jersey
| $311M | -$71.4M | -19% | 0.07% | 22% | 11 | 0% | 1 |
|
| 2670 |
2670
Cryder Capital Partners
London,
United Kingdom
| $310M | +$65.4M | +27% | 5.95% | 55.7% | 9 | 0% | 2.3 |
|
| 2671 |
2671
Security National Trust
Wheeling,
West Virginia
| $310M | +$6.95M | +2% | 6.34% | 58.3% | 405 | 5.43% | 3.7 |
|
| 2672 |
2672
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $310M | +$52.1M | +20% | 4.04% | 119% | 39 | 7.69% | 2.2 |
|
| 2673 |
2673
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $309M | +$16.9M | +6% | 4.92% | 17.8% | 1 | 0% | 4.5 |
|
| 2674 |
2674
Yakira Capital Management
Westport,
Connecticut
| $309M | +$8.61M | +3% | 0.02% | 74.1% | 154 | 53.25% | 0.7 |
|
| 2675 |
2675
Jacobi Capital Management
Pittston,
Pennsylvania
| $309M | +$13.9M | +5% | 4.64% | 76.6% | 981 | 8.15% | 1 |
|