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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
West Coast Financial
Santa Barbara,
California
| $194M | +$13.2M | +7% | 10.3% | 22.2% | 90 | 5.56% | 0.5 |
|
| 2702 |
2702
Kelleher Financial Advisors
New York
| $193M | +$18.2M | +10% | 21.7% | 72.4% | 108 | 7.41% | 0.5 |
|
| 2703 |
2703
Orleans Capital Management
Mandeville,
Louisiana
| $193M | +$9.12M | +5% | 8.35% | 94.6% | 101 | 7.92% | 0.5 |
|
| 2704 |
2704
Bell Bank
Fargo,
North Dakota
| $193M | -$93.4M | -33% | 7.43% | 71% | 182 | 11.54% | 0.5 |
|
| 2705 |
2705
Harvest Capital Management
Concord,
New Hampshire
| $193M | +$30M | +18% | 8.7% | 19.5% | 82 | 13.41% | 0.4 |
|
| 2706 |
2706
Chartist Inc
Seal Beach,
California
| $193M | +$18.6M | +11% | 7.95% | – | 53 | 18.87% | 0.4 |
|
| 2707 |
2707
Taylor Cottrill
New London,
New Hampshire
| $192M | +$14.3M | +8% | 9.52% | – | 94 | 2.13% | 0.5 |
|
| 2708 |
2708
Zebra Capital Management
Stamford,
Connecticut
| $192M | +$64.8M | +51% | 10% | 142% | 274 | 29.2% | 0.4 |
|
| 2709 |
2709
Greenwood Gearhart
Fayetteville,
Arkansas
| $192M | +$20.3M | +12% | 9.81% | 70.6% | 52 | 0% | 0.5 |
|
| 2710 |
2710
Verus Financial Partners
Richmond,
Virginia
| $192M | +$8.98M | +5% | 6.09% | 41.6% | 45 | 11.11% | 0.4 |
|
| 2711 |
SKP
2711
Sanborn Kilcollin Partners
Chicago,
Illinois
| $192M | +$2.35M | +1% | 8.04% | – | 20 | 0% | 0.5 |
|
| 2712 |
2712
NFC Investments
Memphis,
Tennessee
| $191M | +$8.1M | +4% | 5.5% | – | 41 | 9.76% | 0.5 |
|
| 2713 |
2713
Whalerock Point Partners
Providence,
Rhode Island
| $191M | – | – | 7.38% | 103% | 126 | – | 0 |
|
| 2714 |
2714
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $191M | +$20.1M | +12% | 8.96% | 12.8% | 149 | 18.79% | 0.4 |
|
| 2715 |
2715
CKW Financial Group
Honolulu,
Hawaii
| $191M | – | – | 7.9% | 62.4% | 326 | – | 0 |
|
| 2716 |
2716
Northern Right Capital Management
Darien,
Connecticut
| $191M | +$29.8M | +18% | 18.7% | 187% | 20 | 45% | 0.4 |
|
| 2717 |
2717
Prentiss Smith & Co
Brattleboro,
Vermont
| $191M | -$1.68M | -0.9% | 7.24% | 63.9% | 272 | 15.44% | 0.4 |
|
| 2718 |
2718
JOYN Advisors
Atlanta,
Georgia
| $191M | -$9.5M | -5% | 7.67% | 0.77% | 63 | 44.44% | 0.3 |
|
| 2719 |
2719
Carderock Capital Management
Chevy Chase,
Maryland
| $191M | +$18.2M | +11% | 8.79% | 97.6% | 94 | 7.45% | 0.5 |
|
| 2720 |
LCP
2720
Lamond Capital Partners
San Francisco,
California
| $191M | +$20.8M | +12% | 10.7% | 54.3% | 21 | 61.9% | 0.3 |
|
| 2721 |
2721
Bright Rock Capital Management
Hanover,
Massachusetts
| $190M | +$12.2M | +7% | 8.35% | 53.1% | 86 | 10.47% | 0.4 |
|
| 2722 |
2722
Doheny Asset Management
Los Angeles,
California
| $190M | +$7.99M | +4% | 9.55% | 135% | 105 | 13.33% | 0.5 |
|
| 2723 |
BOIA
2723
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $189M | -$18.8M | -9% | 9.27% | 45.9% | 49 | 8.16% | 0.5 |
|
| 2724 |
MA
2724
Marshwinds Advisory
St Simons Island,
Georgia
| $189M | +$15.1M | +9% | 9.12% | 32.9% | 143 | 2.8% | 0.5 |
|
| 2725 |
2725
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $189M | +$15.5M | +9% | 8.56% | 81.8% | 53 | 9.43% | 0.5 |
|