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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
Greatmark Investment Partners
Columbus,
Georgia
| $224M | +$3.15M | +1% | 1.24% | 62% | 92 | 6.52% | 2.4 |
|
| 2727 |
2727
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $224M | +$8.1M | +4% | 5.06% | 17.8% | 1 | 0% | 3 |
|
| 2728 |
2728
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $224M | -$399K | -0.2% | 1.42% | 12.8% | 146 | 10.96% | 1.8 |
|
| 2729 |
2729
Strategic Point Investment Advisors
Providence,
Rhode Island
| $224M | +$1.3M | +0.6% | 2.48% | 51.9% | 13 | 23.08% | 1.6 |
|
| 2730 |
LA
2730
Lynch & Associates
Newburgh,
Indiana
| $224M | +$13.5M | +6% | 4.13% | 73.5% | 112 | 1.79% | 2.5 |
|
| 2731 |
2731
Lexington Advisors
New York
| $224M | -$30M | -12% | 4.84% | 27% | 5 | 0% | 0.5 |
|
| 2732 |
2732
JCF III AIV I
New York
| $224M | +$6.17M | +3% | 2.84% | – | 1 | 0% | 0.5 |
|
| 2733 |
2733
NorthRock Partners
Minneapolis,
Minnesota
| $223M | +$30.8M | +16% | 2.98% | 62.8% | 53 | 18.87% | 0.9 |
|
| 2734 |
2734
Amarillo National Bank
Amarillo,
Texas
| $223M | +$84.6M | +61% | 1.13% | 63.5% | 76 | 10.53% | 2.3 |
|
| 2735 |
2735
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $223M | +$24.8M | +13% | 1.87% | 117% | 132 | 15.91% | 2.1 |
|
| 2736 |
2736
Probity Advisors
Dallas,
Texas
| $223M | – | – | 2.41% | 61.7% | 131 | – | 0 |
|
| 2737 |
2737
Stratford Consulting
Addison,
Texas
| $222M | +$9.28M | +4% | 3.02% | 8.23% | 59 | 6.78% | 2.5 |
|
| 2738 |
2738
Kays Financial Advisory
Atlanta,
Georgia
| $222M | +$19.3M | +10% | 2.73% | 23.3% | 66 | 7.58% | 1.7 |
|
| 2739 |
2739
Verus Financial Partners
Richmond,
Virginia
| $222M | +$5.26M | +2% | 2.12% | 41.6% | 50 | 12% | 2.3 |
|
| 2740 |
2740
Blue Chip Partners
Farmington Hills,
Michigan
| $222M | +$16.6M | +8% | 3.56% | 81.2% | 119 | 5.04% | 1.3 |
|
| 2741 |
2741
Tealwood Asset Management
Minneapolis,
Minnesota
| $222M | -$1.07M | -0.5% | 5.21% | 128% | 91 | 21.98% | 1.8 |
|
| 2742 |
2742
Mittleman Investment Management
Melville,
New York
| $222M | +$8.18M | +4% | 1.32% | 11.6% | 8 | 12.5% | 2.4 |
|
| 2743 |
2743
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $222M | +$9.49M | +4% | 2.55% | 58% | 172 | 22.67% | 1.4 |
|
| 2744 |
GIM
2744
Greystone Investment Management
Cincinnati,
Ohio
| $221M | -$14.3M | -6% | 0.65% | 32.8% | 62 | 22.58% | 1.8 |
|
| 2745 |
CCC
2745
Chelsea Counsel Company
Los Angeles,
California
| $221M | -$89.4M | -29% | 5.64% | 106% | 129 | 28.68% | 2.5 |
|
| 2746 |
2746
FRG Family Wealth Advisors
Bellevue,
Washington
| $221M | +$12.3M | +6% | 4.16% | 76.4% | 124 | 4.84% | 0.5 |
|
| 2747 |
LHC
2747
Levy Harkins & Co
New York
| $221M | -$14.7M | -6% | 0.58% | 62.9% | 20 | 5% | 2.5 |
|
| 2748 |
2748
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $221M | -$2.51M | -1% | 5.15% | 149% | 158 | 12.03% | 1.8 |
|
| 2749 |
2749
AGF Investments America
Toronto,
Ontario, Canada
| $221M | +$85M | +63% | 5.83% | 72.1% | 71 | 57.75% | 0.8 |
|
| 2750 |
2750
Hanson & Doremus Investment Management
Burlington,
Vermont
| $221M | -$554K | -0.3% | 2.21% | 86.3% | 487 | 10.68% | 2.3 |
|