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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Brian C. Broderick
| $236M | +$11.3M | +5% | 5.05% | 98.6% | 119 | 17.65% | 1.2 |
|
| 2677 |
2677
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $236M | +$41.9M | +22% | 11.8% | 149% | 153 | 6.54% | 0.9 |
|
| 2678 |
2678
Aston Asset Management
Chicago,
Illinois
| $235M | -$189M | -45% | 5.43% | 26.1% | 148 | 15.54% | 1.1 |
|
| 2679 |
HCP
2679
Holt Capital Partners
Fort Worth,
Texas
| $235M | +$14.7M | +7% | 2.91% | 69.5% | 246 | 57.72% | 0.4 |
|
| 2680 |
2680
Ipswich Investment Management
Beverly,
Massachusetts
| $235M | -$267K | -0.1% | 2.46% | 104% | 144 | 15.28% | 1.2 |
|
| 2681 |
2681
Permian Investment Partners
Dallas,
Texas
| $234M | +$71.6M | +44% | 1.17% | 78.6% | 15 | 33.33% | 0.4 |
|
| 2682 |
2682
Boyd Watterson Asset Management
Cleveland,
Ohio
| $234M | +$5.86M | +3% | 2.77% | 101% | 182 | 8.79% | 1.3 |
|
| 2683 |
2683
Ridgemont Partners Management
Charlotte,
North Carolina
| $234M | +$9.8M | +4% | 5.25% | 45.6% | 6 | 0% | 1.1 |
|
| 2684 |
2684
Baker Street Capital Management
Los Angeles,
California
| $234M | -$16.5M | -7% | 0.26% | 78.6% | 10 | 40% | 0.4 |
|
| 2685 |
2685
United Asset Strategies
Garden City,
New York
| $234M | +$10.9M | +5% | 3.97% | 94.6% | 150 | 28% | 0.7 |
|
| 2686 |
2686
Strategic Point Investment Advisors
Providence,
Rhode Island
| $234M | +$8.57M | +4% | 5.79% | 51.9% | 12 | 16.67% | 1.2 |
|
| 2687 |
2687
Greatmark Investment Partners
Columbus,
Georgia
| $234M | +$18.2M | +8% | 5.61% | 62% | 94 | 10.64% | 1.3 |
|
| 2688 |
2688
Cutler Capital Management
Worcester,
Massachusetts
| $234M | -$4.59M | -2% | 1.69% | 39.7% | 88 | 12.5% | 1 |
|
| 2689 |
2689
Hanson & Doremus Investment Management
Burlington,
Vermont
| $233M | +$12.1M | +5% | 3.02% | 86.3% | 462 | 9.09% | 1.3 |
|
| 2690 |
2690
Battery Partners IX
Boston,
Massachusetts
| $233M | – | – | 1.67% | 322% | 3 | – | 0.5 |
|
| 2691 |
2691
Bar Harbor Trust Services
Ellsworth,
Maine
| $233M | +$9.9M | +4% | 5.65% | 86.4% | 101 | 26.73% | 1.1 |
|
| 2692 |
2692
Rosenblum Silverman Sutton
San Francisco,
California
| $232M | +$10M | +5% | 7.33% | 90.1% | 82 | 18.29% | 0.9 |
|
| 2693 |
2693
Brouwer & Janachowski
Mill Valley,
California
| $232M | +$22.7M | +11% | 0.34% | 41.8% | 53 | 11.32% | 0.9 |
|
| 2694 |
2694
12th Street Asset Management Company
Nashville,
Tennessee
| $231M | – | – | 12.9% | 106% | 16 | – | 0 |
|
| 2695 |
2695
ARS Wealth Advisors
St. Petersburg,
Florida
| $231M | +$15.6M | +7% | 3.12% | 62.5% | 81 | 20.99% | 0.8 |
|
| 2696 |
2696
Spectrum Management Group
Indianapolis,
Indiana
| $231M | +$68.7M | +42% | 4.94% | 44% | 153 | 25.49% | 0.8 |
|
| 2697 |
SWK
2697
Stephen W. Kidder
| $231M | +$10.6M | +5% | 5.27% | 94.7% | 99 | 5.05% | 1 |
|
| 2698 |
2698
NFC Investments
Memphis,
Tennessee
| $231M | +$4.65M | +2% | 1.51% | – | 43 | 16.28% | 1.3 |
|
| 2699 |
2699
MU Investments Company
Tokyo,
Japan
| $230M | +$27.2M | +13% | 6.16% | 40.4% | 333 | 10.51% | 1.3 |
|
| 2700 |
NAMP
2700
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $230M | +$258K | +0.1% | 4.81% | 90.2% | 113 | 9.73% | 1.2 |
|