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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $226M | -$865K | -0.4% | 4.4% | 58% | 153 | 9.8% | 1.3 |
|
| 2727 |
EVC
2727
Eidelman Virant Capital
Saint Louis,
Missouri
| $226M | +$17.2M | +8% | 5.16% | 46.2% | 207 | 28.02% | 0.9 |
|
| 2728 |
KCMRT
2728
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $226M | -$26.7M | -11% | 0.98% | 21.9% | 103 | 9.71% | 1.2 |
|
| 2729 |
RCP
2729
Rho Capital Partners
New York
| $225M | +$26.3M | +13% | 39% | – | 6 | 0% | 1.1 |
|
| 2730 |
FGA
2730
Flood Gamble Associates
New York
| $225M | +$2.76M | +1% | 7.13% | – | 58 | 1.72% | 1.2 |
|
| 2731 |
MMG
2731
Monetary Management Group
St Louis,
Missouri
| $225M | +$9.41M | +4% | 5.74% | 138% | 389 | 16.45% | 1 |
|
| 2732 |
IMIM
2732
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| $225M | +$8.55M | +4% | 9.55% | 39.9% | 51 | 5.88% | 1.4 |
|
| 2733 |
2733
Atlantic Union Bankshares
Glen Allen,
Virginia
| $225M | +$11.3M | +5% | 5.17% | 78.9% | 134 | 9.7% | 0.7 |
|
| 2734 |
VNA
2734
VNBTrust National Association
Charlottesville,
Virginia
| $225M | +$31.4M | +16% | 2.76% | 42.9% | 167 | 26.95% | 1 |
|
| 2735 |
AAM
2735
American Asset Management
Boca Raton,
Florida
| $225M | +$12.9M | +6% | 6.06% | 42.5% | 124 | 91.13% | 1 |
|
| 2736 |
HM
2736
Heronetta Management
New York
| $225M | -$36.6M | -14% | 7.89% | 59.7% | 41 | 14.63% | 1.4 |
|
| 2737 |
NJBEST
2737
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $225M | +$8.83M | +4% | 4.27% | 42% | 226 | 44.69% | 0.7 |
|
| 2738 |
KIA
2738
King Investment Advisors
Houston,
Texas
| $224M | +$4.68M | +2% | 1.86% | – | 121 | 18.18% | 1.1 |
|
| 2739 |
BJCM
2739
Blue Jay Capital Management
Los Angeles,
California
| $224M | – | – | 17.5% | – | 23 | – | 0 |
|
| 2740 |
LA
2740
Lucus Advisors
New York
| $224M | – | – | 8.45% | 16.7% | 316 | – | 0 |
|
| 2741 |
QA
2741
Quintium Advisors
Knoxville,
Tennessee
| $224M | +$26.3M | +13% | 3.05% | – | 21 | 42.86% | 0.7 |
|
| 2742 |
2742
Greenwood Gearhart
Fayetteville,
Arkansas
| $224M | +$5.9M | +3% | 3.33% | 70.6% | 52 | 5.77% | 1.4 |
|
| 2743 |
BA
2743
Birinyi Associates
Westport,
Connecticut
| $223M | +$3.56M | +2% | 3.06% | 113% | 101 | 18.81% | 1.1 |
|
| 2744 |
2744
Whitney & Co
Rochester,
New York
| $223M | +$6.35M | +3% | 3.19% | 93.2% | 106 | 3.77% | 1.3 |
|
| 2745 |
CYG
2745
Clean Yield Group
Norwich,
Vermont
| $223M | +$14.5M | +7% | 7.38% | 65% | 128 | 7.03% | 1.3 |
|
| 2746 |
RO
2746
Reservoir Operations
New York
| $222M | -$49.3M | -18% | 5.58% | 12% | 40 | 20% | 0.8 |
|
| 2747 |
KCM
2747
Kempner Capital Management
Galveston,
Texas
| $222M | -$12.6M | -5% | 0.76% | 60.9% | 79 | 16.46% | 1 |
|
| 2748 |
2748
Gateway Advisory
Westfield,
New Jersey
| $222M | +$4.09M | +2% | 1.55% | 26% | 41 | 26.83% | 1.1 |
|
| 2749 |
SAM
2749
SignalPoint Asset Management
Springfield,
Missouri
| $222M | +$15.3M | +7% | 4.03% | 36% | 169 | 8.88% | 1.2 |
|
| 2750 |
NCM
2750
Northroad Capital Management
New York
| $221M | -$37.8M | -15% | 1.81% | 0.16% | 57 | 12.28% | 1.2 |
|