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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
PT
2776
Plimoth Trust
Plymouth,
Massachusetts
| $309M | +$16.7M | +6% | 6.43% | 94% | 185 | 0.54% | 0.7 |
|
| 2777 |
DMK
2777
David M. Knott
| $308M | +$41.5M | +16% | 15.7% | 81% | 115 | 13.91% | 2.2 |
|
| 2778 |
2778
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $308M | +$27.6M | +10% | 10.3% | 69.7% | 67 | 4.48% | 4.2 |
|
| 2779 |
2779
TRG Investments
Richmond,
Virginia
| $308M | -$455M | -60% | 29.5% | 70.5% | 2 | 0% | 2.8 |
|
| 2780 |
2780
Probity Advisors
Dallas,
Texas
| $308M | +$23.6M | +8% | 3.79% | 61.7% | 168 | 10.71% | 1.8 |
|
| 2781 |
2781
Mitchell Capital Management
Leawood,
Kansas
| $308M | +$31M | +11% | 8.13% | 219% | 117 | 13.68% | 1.2 |
|
| 2782 |
2782
Traynor Capital Management
Malvern,
Pennsylvania
| $308M | +$33.9M | +12% | 9.77% | 225% | 205 | 12.2% | 2 |
|
| 2783 |
2783
ARS Wealth Advisors
St. Petersburg,
Florida
| $308M | +$29.7M | +11% | 7.93% | 62.5% | 121 | 12.4% | 2.6 |
|
| 2784 |
2784
Plante Moran Financial Advisors
Southfield,
Michigan
| $308M | +$110M | +56% | 6.25% | 62.8% | 895 | 23.69% | 3 |
|
| 2785 |
PWW
2785
Pettyjohn Wood & White
Lynchburg,
Virginia
| $307M | +$21M | +7% | 7.57% | 70.9% | 153 | 5.23% | 3.6 |
|
| 2786 |
CIA
2786
Covington Investment Advisors
Ligonier,
Pennsylvania
| $307M | +$16M | +5% | 7.75% | 100% | 86 | 4.65% | 4 |
|
| 2787 |
2787
McCutchen Group
Seattle,
Washington
| $307M | +$15.3M | +5% | 1.11% | 2.54% | 20 | 0% | 4.3 |
|
| 2788 |
2788
HCR Wealth Advisors
Los Angeles,
California
| $307M | +$2.22M | +0.7% | 7.94% | 107% | 180 | 18.33% | 1.4 |
|
| 2789 |
WIP
2789
Wellesley Investment Partners
Wellesley,
Massachusetts
| $307M | +$19.2M | +7% | 3.78% | 22.7% | 135 | 9.63% | 2 |
|
| 2790 |
2790
Beaconlight Capital
New York
| $307M | +$39.5M | +15% | 0.41% | 282% | 33 | 60.61% | 0.5 |
|
| 2791 |
2791
Bright Rock Capital Management
Hanover,
Massachusetts
| $306M | +$14.7M | +5% | 6.03% | 53.1% | 82 | 14.63% | 3.3 |
|
| 2792 |
2792
ACON Equity Management
Washington,
District of Columbia
| $306M | +$144M | +89% | 88.8% | 32.1% | 1 | 0% | 0.8 |
|
| 2793 |
2793
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $306M | +$3.8M | +1% | 3.39% | 17.8% | 1 | 0% | 5.3 |
|
| 2794 |
2794
MAK Capital One
New York
| $306M | -$280M | -48% | 9.13% | 200% | 6 | 33.33% | 1.1 |
|
| 2795 |
2795
Cahaba Wealth Management
Atlanta,
Georgia
| $305M | +$17.4M | +6% | 2.8% | 45.2% | 70 | 8.57% | 0.8 |
|
| 2796 |
2796
Golden Gate Private Equity
San Francisco,
California
| $305M | +$142M | +87% | 17.2% | 8.72% | 25 | 20% | 1.6 |
|
| 2797 |
2797
Welch Capital Partners
Harrison,
New York
| $305M | +$14.1M | +5% | 6.77% | 79.2% | 38 | 26.32% | 1.9 |
|
| 2798 |
2798
Foresite Capital Management IV
Larkspur,
California
| $305M | +$11.7M | +4% | 0.58% | 151% | 23 | 34.78% | 0.5 |
|
| 2799 |
2799
Tairen Capital
Hong Kong
| $305M | -$123M | -29% | 2.81% | 462% | 24 | 41.67% | 0.3 |
|
| 2800 |
2800
Standard General
New York
| $305M | +$50.4M | +20% | 20.7% | 259% | 5 | 0% | 1.3 |
|