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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
Montecito Bank & Trust
Santa Barbara,
California
| $331M | +$3.78M | +1% | 2.93% | – | 217 | 7.37% | 3.1 |
|
| 2727 |
SC
2727
Serenity Capital
Palo Alto,
California
| $330M | +$19M | +6% | 5.31% | – | 9 | 33.33% | 1 |
|
| 2728 |
2728
Waddell & Associates
Memphis,
Tennessee
| $330M | +$15.4M | +5% | 2% | 194% | 17 | 17.65% | 0.4 |
|
| 2729 |
2729
Lannebo Fonder
Stockholm,
Sweden
| $330M | +$16.9M | +5% | 3.84% | 49.8% | 24 | 4.17% | 2.8 |
|
| 2730 |
2730
America First Investment Advisors
Omaha,
Nebraska
| $329M | +$2.98M | +0.9% | 5.18% | 78.2% | 96 | 11.46% | 4.5 |
|
| 2731 |
2731
Capital Investment Advisory Services
Raleigh,
North Carolina
| $329M | +$60.4M | +23% | 2.98% | 69.3% | 1,508 | 21.02% | 0.6 |
|
| 2732 |
EVM
2732
Evelyn V. Moreno
| $329M | -$10M | -3% | 3.66% | 39.4% | 66 | 15.15% | 4.5 |
|
| 2733 |
TA
2733
Tamarack Advisers
Carlsbad,
California
| $329M | +$77M | +31% | 8.29% | 46.5% | 27 | 37.04% | 1.3 |
|
| 2734 |
2734
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $328M | +$55.8M | +20% | 2.62% | 85.6% | 298 | 39.26% | 0.3 |
|
| 2735 |
OM
2735
Opaleye Management
Boston,
Massachusetts
| $328M | -$33M | -9% | 14.1% | 748% | 63 | 47.62% | 1.2 |
|
| 2736 |
2736
Meristem Family Wealth
Minnetonka,
Minnesota
| $328M | +$31.9M | +11% | 3.08% | 67.7% | 182 | 20.33% | 2.3 |
|
| 2737 |
2737
Parker Investment Management
Menlo Park,
California
| $328M | +$4.36M | +1% | 3.03% | 208% | 44 | 29.55% | 1.3 |
|
| 2738 |
2738
Rinet Company
Boston,
Massachusetts
| $328M | +$11.1M | +3% | 1.79% | 33.1% | 25 | 8% | 2.9 |
|
| 2739 |
2739
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $327M | +$6.48M | +2% | 1.95% | 28.6% | 51 | 0% | 1.4 |
|
| 2740 |
2740
Pensionfund Sabic
Sittard,
Netherlands
| $327M | +$10.3M | +3% | 2.8% | 63.6% | 229 | 20.96% | 2.1 |
|
| 2741 |
TFM
2741
TPI Fund Managers
London,
United Kingdom
| $327M | – | – | 6.21% | 49.6% | 35 | – | 0 |
|
| 2742 |
IP
2742
Isomer Partners
New York
| $327M | -$5.4M | -2% | 3.09% | 57.2% | 21 | 52.38% | 0.3 |
|
| 2743 |
2743
Mengis Capital Management
Portland,
Oregon
| $327M | +$148M | +82% | 3.68% | 104% | 165 | 26.67% | 2.4 |
|
| 2744 |
2744
Night Owl Capital Management
Greenwich,
Connecticut
| $327M | +$47.4M | +17% | 14.1% | 162% | 30 | 3.33% | 2.5 |
|
| 2745 |
2745
Plante Moran Financial Advisors
Southfield,
Michigan
| $326M | +$2.78M | +0.9% | 5.61% | 62.8% | 876 | 20.43% | 3.1 |
|
| 2746 |
2746
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $325M | +$15.8M | +5% | 5.1% | 184% | 1 | 0% | 2.5 |
|
| 2747 |
2747
McCutchen Group
Seattle,
Washington
| $325M | +$24.5M | +8% | 1.83% | 2.54% | 28 | 10.71% | 3.9 |
|
| 2748 |
2748
Morningstar Investment Management
Chicago,
Illinois
| $324M | +$126M | +63% | 0.24% | 48.2% | 23 | 39.13% | 0.3 |
|
| 2749 |
2749
TIAA Kaspick
Boston,
Massachusetts
| $324M | +$18.9M | +6% | 2.73% | 45.9% | 16 | 25% | 0.4 |
|
| 2750 |
RTS
2750
Round Table Services
Westfield,
New Jersey
| $324M | +$34.4M | +12% | 2.24% | 16.1% | 144 | 12.5% | 2 |
|