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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
ParenteBeard Wealth Management
York,
Pennsylvania
| $202M | -$52.9M | -21% | 1.13% | – | 113 | 13.27% | 0.7 |
|
| 2702 |
2702
1492 Capital Management
Milwaukee,
Wisconsin
| $202M | +$15.8M | +8% | 6.57% | 332% | 169 | 43.79% | 0.2 |
|
| 2703 |
2703
Harrison Street Securities
Chicago,
Illinois
| $201M | +$4.27M | +2% | 6.97% | 41.2% | 35 | 34.29% | 0.4 |
|
| 2704 |
PCP
2704
Perimeter Capital Partners
Atlanta,
Georgia
| $201M | -$2.06M | -1% | 3.09% | – | 214 | 32.71% | 0.5 |
|
| 2705 |
2705
Hilltop Holdings
Dallas,
Texas
| $201M | +$5.18M | +3% | 3.42% | 96.7% | 253 | 22.53% | 0.6 |
|
| 2706 |
2706
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $201M | +$9.4M | +5% | 2% | 12.8% | 159 | 18.87% | 0.6 |
|
| 2707 |
2707
Keating Investment Counselors
Delray Beach,
Florida
| $201M | +$4.57M | +2% | 1.25% | 50% | 55 | 3.64% | 0.7 |
|
| 2708 |
2708
Univest Financial
Souderton,
Pennsylvania
| $201M | -$2.3M | -1% | 2.02% | 82.6% | 82 | 8.54% | 0.7 |
|
| 2709 |
BCM
2709
Bodri Capital Management
San Francisco,
California
| $200M | -$5.97M | -3% | 13.4% | – | 75 | 65.33% | 0.3 |
|
| 2710 |
2710
American National Registered Investment Advisor
Galveston,
Texas
| $200M | +$2.28M | +1% | 2.07% | 95.8% | 224 | 1.79% | 0.7 |
|
| 2711 |
KCP
2711
Kenmare Capital Partners
New York
| $200M | -$32.5M | -14% | 0.32% | 48.8% | 16 | 12.5% | 0.6 |
|
| 2712 |
WCMN
2712
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $199M | +$13M | +7% | 1.17% | 121% | 70 | 27.14% | 0.7 |
|
| 2713 |
2713
NFC Investments
Memphis,
Tennessee
| $199M | +$7.65M | +4% | 0.45% | – | 43 | 13.95% | 0.7 |
|
| 2714 |
KAS
2714
Kemnay Advisory Services
New York
| $199M | +$58.2M | +41% | 0.66% | 167% | 42 | 71.43% | 0.2 |
|
| 2715 |
2715
Lattice Strategies
Wayne,
Pennsylvania
| $199M | +$15.1M | +8% | 1.39% | 19.9% | 107 | 9.35% | 0.7 |
|
| 2716 |
2716
La Francaise Forum Securities
Old Greenwich,
Connecticut
| $199M | +$23.2M | +13% | 8.53% | 29.8% | 56 | 12.5% | 0.6 |
|
| 2717 |
2717
Whitney & Co
Rochester,
New York
| $199M | +$17.4M | +10% | 2.3% | 93.2% | 108 | 12.04% | 0.6 |
|
| 2718 |
SKP
2718
Sanborn Kilcollin Partners
Chicago,
Illinois
| $198M | +$6.42M | +3% | 1.8% | – | 20 | 5% | 0.7 |
|
| 2719 |
MA
2719
Marshwinds Advisory
St Simons Island,
Georgia
| $198M | +$9.13M | +5% | 2% | 32.9% | 150 | 8% | 0.7 |
|
| 2720 |
2720
McRae Capital Management
Morristown,
New Jersey
| $198M | +$3.23M | +2% | 0.07% | 78.2% | 80 | 7.5% | 0.7 |
|
| 2721 |
2721
Old Second National Bank of Aurora
Aurora,
Illinois
| $198M | -$45M | -19% | 2.03% | 93.7% | 284 | 15.85% | 0.7 |
|
| 2722 |
2722
ASA Gold & Precious Metals
Portland,
Maine
| $197M | +$16.4M | +9% | 11.1% | 7.34% | 17 | 0% | 0.8 |
|
| 2723 |
WFG
2723
Windsor Financial Group
Minneapolis,
Minnesota
| $197M | +$16.9M | +9% | 3.25% | 15.3% | 77 | 9.09% | 0.7 |
|
| 2724 |
2724
West Coast Financial
Santa Barbara,
California
| $197M | +$3.36M | +2% | 1.51% | 22.2% | 92 | 5.43% | 0.7 |
|
| 2725 |
2725
Renaissance Investment Group
Lenox,
Massachusetts
| $197M | +$132K | +0.1% | 1.23% | 99.6% | 73 | 2.74% | 0.7 |
|