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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Waverly Advisors
Birmingham,
Alabama
| $221M | +$57.1M | +35% | 2% | 67.6% | 96 | 11.46% | 2.1 |
|
| 2752 |
SP
2752
Summit Partners
Boston,
Massachusetts
| $220M | +$46.8M | +27% | 13.4% | 13.7% | 6 | 50% | 1.3 |
|
| 2753 |
AC
2753
Alley Company
Lake Forest,
Illinois
| $220M | +$11.8M | +6% | 3.66% | 88.2% | 78 | 2.56% | 2.4 |
|
| 2754 |
DVC
2754
Deer VII & Co
Larchmont,
New York
| $220M | -$171M | -44% | 17.2% | 241% | 6 | 0% | 1.9 |
|
| 2755 |
SCM
2755
Stonebridge Capital Management
Los Angeles,
California
| $219M | -$14.1M | -6% | 2.47% | – | 163 | 23.31% | 2.1 |
|
| 2756 |
CBOR
2756
Community Bank of Raymore
Raymore,
Missouri
| $219M | +$12.6M | +6% | 5.87% | 89.6% | 48 | 4.17% | 1.3 |
|
| 2757 |
UF
2757
Univest Financial
Souderton,
Pennsylvania
| $219M | -$458K | -0.2% | 2.57% | 82.6% | 96 | 4.17% | 2.2 |
|
| 2758 |
LYV
2758
Live Your Vision
West Conshohocken,
Pennsylvania
| $219M | +$8.15M | +4% | 2.18% | 17.9% | 62 | 8.06% | 2 |
|
| 2759 |
WFG
2759
Windsor Financial Group
Minneapolis,
Minnesota
| $219M | +$520K | +0.2% | 3.04% | 15.3% | 75 | 4% | 2.3 |
|
| 2760 |
SIRP
2760
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $219M | +$3.57M | +2% | 4.36% | 60.5% | 42 | 2.38% | 2.6 |
|
| 2761 |
WAMC
2761
Western Asset Management Company
Pasadena,
California
| $219M | +$72M | +49% | 3.81% | 2.29% | 77 | 75.32% | 1.1 |
|
| 2762 |
CA
2762
Cambridge Advisors
Omaha,
Nebraska
| $219M | +$3.37M | +2% | 2.11% | 52.9% | 132 | 3.79% | 1.3 |
|
| 2763 |
AS
2763
AIA (Singapore)
Singapore
| $219M | -$2.25M | -1% | 2.32% | 15.4% | 4 | 0% | 2.3 |
|
| 2764 |
MC
2764
Muzinich & Co
New York
| $219M | -$6.57M | -3% | 2.05% | 9.67% | 55 | 5.45% | 1 |
|
| 2765 |
AGM
2765
Alpine Global Management
New York
| $219M | -$219M | -50% | 5.44% | 149% | 313 | 91.69% | 0.1 |
|
| 2766 |
PGA
2766
Portland Global Advisors
Portland,
Maine
| $218M | +$9.48M | +5% | 2.87% | 43.4% | 102 | 2.94% | 2.5 |
|
| 2767 |
FFS
2767
Founders Financial Securities
Towson,
Maryland
| $218M | +$5.48M | +3% | 1.68% | 64.3% | 84 | 36.9% | 0.9 |
|
| 2768 |
HP
2768
HealthInvest Partners
Stockholm,
Sweden
| $218M | +$4.51M | +2% | 0.9% | – | 22 | 36.36% | 0.9 |
|
| 2769 |
2769
Advisory Alpha
Holland,
Michigan
| $218M | +$30.6M | +16% | 2.21% | 50.3% | 75 | 24% | 1.3 |
|
| 2770 |
FPIS
2770
Financial Planning & Information Services
De Pere,
Wisconsin
| $218M | +$23.3M | +12% | 2.13% | 13% | 35 | 2.86% | 2.1 |
|
| 2771 |
TCM
2771
Texan Capital Management
Houston,
Texas
| $218M | +$3.91M | +2% | 6.8% | 19.3% | 159 | 16.35% | 2 |
|
| 2772 |
MG
2772
McCutchen Group
Seattle,
Washington
| $218M | +$7.45M | +4% | 2.13% | 2.54% | 18 | 0% | 2.4 |
|
| 2773 |
UBWV
2773
United Bank (West Virginia)
Parkersburg,
West Virginia
| $218M | -$927K | -0.4% | 2.45% | 22.5% | 112 | 11.61% | 2.3 |
|
| 2774 |
DA
2774
Dillon & Associates
Jackson,
Michigan
| $218M | +$2.14M | +1% | 1.67% | 98.2% | 70 | 1.43% | 2.4 |
|
| 2775 |
TFM
2775
Trimaran Fund Management
New York
| $218M | -$5.69M | -3% | 2.55% | 82.8% | 1 | 0% | 1.5 |
|