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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 |
DS
2651
Dalal Street
West Lake Hills,
Texas
| $317M | -$69.1M | -18% | 15% | 92.7% | 5 | 60% | 2.6 |
|
| 2652 |
2652
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $317M | +$9.06M | +3% | 0.41% | 28.6% | 56 | 7.14% | 0.2 |
|
| 2653 |
2653
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $317M | +$7.14M | +2% | 3.39% | 17.8% | 1 | 0% | 4.8 |
|
| 2654 |
2654
Willingdon Wealth Management
Huntersville,
North Carolina
| $316M | +$12.1M | +4% | 1.98% | 15.3% | 410 | 30.24% | 0.9 |
|
| 2655 |
2655
FFL Partners
San Francisco,
California
| $316M | +$28.7M | +10% | 18.6% | 36.1% | 2 | 0% | 0.8 |
|
| 2656 |
2656
Wilkins Investment Counsel
Boston,
Massachusetts
| $316M | -$18.8M | -6% | 3.55% | 56.2% | 76 | 2.63% | 4 |
|
| 2657 |
MAA
2657
Mraz Amerine & Associates
Modesto,
California
| $316M | -$10.3M | -3% | 2.33% | 69.8% | 163 | 11.04% | 3.3 |
|
| 2658 |
2658
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $314M | -$21.7M | -6% | 1.89% | 40.2% | 74 | 10.81% | 3.3 |
|
| 2659 |
2659
Searchlight Capital Partners
New York
| $314M | -$30.4M | -9% | 6.84% | 38.5% | 5 | 60% | 0.5 |
|
| 2660 |
2660
Monroe Bank & Trust
Monroe,
Michigan
| $314M | -$6.34M | -2% | 1.6% | 24.7% | 274 | 10.58% | 1.9 |
|
| 2661 |
2661
Bell Bank
Fargo,
North Dakota
| $314M | -$41.7M | -12% | 1.37% | 71% | 147 | 9.52% | 2.6 |
|
| 2662 |
2662
City Holding Co
Charleston,
West Virginia
| $313M | -$2.66M | -0.8% | 2.36% | 89.2% | 607 | 9.88% | 2.9 |
|
| 2663 |
2663
Focused Wealth Management
Newburgh,
New York
| $313M | +$1.17M | +0.4% | 1.25% | 73.9% | 785 | 15.41% | 3 |
|
| 2664 |
2664
Plancorp LLC
Saint Louis,
Missouri
| $313M | +$6.27M | +2% | 1.62% | 67.3% | 173 | 9.83% | 1.6 |
|
| 2665 |
2665
Versant Venture Management
San Francisco,
California
| $313M | +$218M | +229% | 67.6% | 409% | 8 | 12.5% | 2 |
|
| 2666 |
PA
2666
Paracle Advisors
Mercer Island,
Washington
| $312M | +$8.66M | +3% | 0.12% | 30.9% | 48 | 12.5% | 2.1 |
|
| 2667 |
2667
Whalerock Point Partners
Providence,
Rhode Island
| $312M | -$3.73M | -1% | 1.13% | 103% | 204 | 9.31% | 2.3 |
|
| 2668 |
2668
Mizuho Trust & Banking
Tokyo,
Japan
| $312M | -$52.1M | -14% | 2.4% | 36.1% | 20 | 40% | 0.8 |
|
| 2669 |
2669
HeadInvest LLC
Portland,
Maine
| $312M | -$12.4M | -4% | 1.56% | 59.1% | 148 | 4.05% | 3.5 |
|
| 2670 |
2670
Cannell Capital
Alta,
Wyoming
| $311M | -$32.7M | -10% | 5.06% | 127% | 68 | 20.59% | 1.8 |
|
| 2671 |
FIMG
2671
Financial & Investment Management Group
Traverse City,
Michigan
| $311M | +$22.7M | +8% | 4.35% | 18.9% | 104 | 25.96% | 1.7 |
|
| 2672 |
CIA
2672
Covington Investment Advisors
Ligonier,
Pennsylvania
| $311M | +$18.9M | +6% | 0.35% | 100% | 91 | 4.4% | 3.5 |
|
| 2673 |
2673
Managed Asset Portfolios
Rochester,
Michigan
| $311M | -$4.68M | -1% | 2.78% | 99.2% | 28 | 21.43% | 2.7 |
|
| 2674 |
LCM
2674
Lonestar Capital Management
San Francisco,
California
| $311M | -$46.3M | -13% | 3.12% | 260% | 19 | 31.58% | 1 |
|
| 2675 |
2675
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $311M | +$20.9M | +7% | 1.57% | 91.5% | 128 | 22.66% | 1.3 |
|