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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
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $338M | +$45.7M | +16% | 6.19% | 52.3% | 34 | 17.65% | 1.1 |
|
| 2652 |
MAA
2652
Mraz Amerine & Associates
Modesto,
California
| $337M | +$6.89M | +2% | 7.09% | 69.8% | 169 | 5.92% | 3.4 |
|
| 2653 |
2653
Cornerstone Advisory
Hunt Valley,
Maryland
| $337M | +$33.4M | +11% | 3.93% | 53.5% | 150 | 10.67% | 1.9 |
|
| 2654 |
2654
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $337M | +$26.5M | +9% | 7.37% | 63.2% | 160 | 2.5% | 2.9 |
|
| 2655 |
AIS
2655
AlphaOne Investment Services
West Chester,
Pennsylvania
| $337M | -$10.5M | -3% | 3.36% | 77.1% | 239 | 18.83% | 1.6 |
|
| 2656 |
ARMC
2656
American Research & Management Company
Marion,
Massachusetts
| $337M | +$49.1M | +17% | 6.22% | 35.1% | 367 | 16.89% | 3.4 |
|
| 2657 |
2657
Bluescape Energy Partners
Dallas,
Texas
| $337M | +$60.3M | +22% | 21.8% | 57.9% | 1 | 0% | 0.8 |
|
| 2658 |
2658
Marietta Investment Partners
Milwaukee,
Wisconsin
| $337M | +$14.7M | +5% | 6.94% | 160% | 147 | 12.93% | 2.6 |
|
| 2659 |
SC
2659
Stralem & Co
New York
| $337M | -$2.19M | -0.6% | 7.31% | 25.5% | 47 | 4.26% | 3.4 |
|
| 2660 |
2660
Lenox Wealth Management
Cincinnati,
Ohio
| $336M | +$25.2M | +8% | 4.73% | 24.7% | 707 | 23.48% | 1.4 |
|
| 2661 |
CCM
2661
Castine Capital Management
Boston,
Massachusetts
| $336M | +$14.5M | +4% | 1.17% | 13.9% | 50 | 34% | 1.7 |
|
| 2662 |
IA
2662
Independence Advisors
Wayne,
Pennsylvania
| $336M | +$23M | +7% | 4.59% | 24.4% | 95 | 17.89% | 1.4 |
|
| 2663 |
2663
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $335M | -$15.3M | -4% | 4.31% | 39.9% | 47 | 21.28% | 1.2 |
|
| 2664 |
2664
Montecito Bank & Trust
Santa Barbara,
California
| $335M | +$22.9M | +7% | 5.7% | – | 217 | 15.67% | 2.6 |
|
| 2665 |
2665
Gryphon Financial Partners
Columbus,
Ohio
| $335M | +$114M | +51% | 6.38% | 93.7% | 993 | 85.4% | 0.7 |
|
| 2666 |
2666
Tinicum
New York
| $335M | +$9.6M | +3% | 4.63% | 21.1% | 6 | 0% | 2.6 |
|
| 2667 |
TM
2667
Tikvah Management
Charlotte,
North Carolina
| $335M | +$16M | +5% | 11% | 169% | 20 | 15% | 3.1 |
|
| 2668 |
2668
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $335M | +$35.5M | +12% | 3.78% | 71.4% | 164 | 28.05% | 1.9 |
|
| 2669 |
2669
Wilkins Investment Counsel
Boston,
Massachusetts
| $334M | +$16.4M | +5% | 6.27% | 56.2% | 75 | 1.33% | 4.4 |
|
| 2670 |
2670
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $334M | +$102M | +44% | 5.35% | 92% | 179 | 10.06% | 3 |
|
| 2671 |
2671
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $334M | -$10.6M | -3% | 2.33% | 7.8% | 121 | 29.75% | 1.2 |
|
| 2672 |
2672
German American Bancorp
Jasper,
Indiana
| $334M | +$15.4M | +5% | 5.75% | 92.3% | 81 | 3.7% | 0.2 |
|
| 2673 |
2673
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $334M | +$9.6M | +3% | 2.22% | 28.6% | 54 | 12.96% | 0.6 |
|
| 2674 |
2674
Florin Court Capital
London,
United Kingdom
| $334M | +$231M | +226% | 4.49% | 108% | 30 | 33.33% | 0.8 |
|
| 2675 |
PCM
2675
Perritt Capital Management
Chicago,
Illinois
| $333M | -$11.5M | -3% | 1.52% | 80.9% | 243 | 13.17% | 3.1 |
|