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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Archford Capital Strategies
Swansea,
Illinois
| $209M | -$11M | -5% | 2.95% | 87.4% | 855 | 79.65% | 1.6 |
|
| 2802 |
2802
Portland Global Advisors
Portland,
Maine
| $209M | +$23.1M | +12% | 1.83% | 43.4% | 108 | 9.26% | 2.2 |
|
| 2803 |
2803
Old Second National Bank of Aurora
Aurora,
Illinois
| $208M | +$3.87M | +2% | 1.8% | 93.7% | 349 | 7.16% | 1.9 |
|
| 2804 |
2804
Alley Company
Lake Forest,
Illinois
| $208M | +$3.33M | +2% | 2.64% | 88.2% | 80 | 6.25% | 2.2 |
|
| 2805 |
2805
Mosaic Family Wealth
St. Louis,
Missouri
| $208M | -$16.4M | -7% | 0.41% | 85.2% | 878 | 15.15% | 0.2 |
|
| 2806 |
2806
Capital Planning Advisors
Roseville,
California
| $208M | +$36M | +21% | 2.12% | 64.2% | 109 | 15.6% | 1 |
|
| 2807 |
III
2807
Independent Investors Inc
Nesconset,
New York
| $207M | +$478K | +0.2% | 1.89% | 61.6% | 81 | 8.64% | 2.4 |
|
| 2808 |
2808
G2 Investment Partners Management
New York
| $207M | -$116M | -36% | 8.01% | 1,145% | 102 | 49.02% | 0.6 |
|
| 2809 |
2809
Punch Card Management
Winter Park,
Florida
| $207M | +$17.6M | +9% | 0.93% | 41% | 5 | 40% | 1 |
|
| 2810 |
2810
Community Bank of Raymore
Raymore,
Missouri
| $207M | +$12.9M | +7% | 6.56% | 91.9% | 48 | 4.17% | 1.1 |
|
| 2811 |
2811
Boyd Watterson Asset Management
Cleveland,
Ohio
| $207M | -$3.49M | -2% | 0.64% | 101% | 182 | 12.09% | 2.1 |
|
| 2812 |
2812
FIC Capital
New York
| $207M | -$19M | -8% | 1.72% | 49.7% | 130 | 19.23% | 1.9 |
|
| 2813 |
2813
NFC Investments
Memphis,
Tennessee
| $207M | +$3.77M | +2% | 1.05% | – | 41 | 12.2% | 2.1 |
|
| 2814 |
2814
American National Registered Investment Advisor
Galveston,
Texas
| $207M | +$1.7M | +0.8% | 2.3% | 95.8% | 250 | 4.4% | 2.2 |
|
| 2815 |
2815
Harvey Capital Management
Palm Beach,
Florida
| $206M | -$46.9M | -19% | 4.78% | 147% | 82 | 10.98% | 1.8 |
|
| 2816 |
FAG
2816
Financial Advisory Group
Houston,
Texas
| $206M | -$927K | -0.4% | 0.53% | 20.6% | 63 | 12.7% | 1.9 |
|
| 2817 |
2817
C.V. Starr & Co Trust
New York
| $206M | -$5.59M | -3% | 0.44% | 51.7% | 31 | 6.45% | 2.2 |
|
| 2818 |
2818
Argent Trust Co
Nashville,
Tennessee
| $206M | +$5.33M | +3% | 2.18% | 86.2% | 258 | 18.99% | 0.9 |
|
| 2819 |
2819
12th Street Asset Management Company
Nashville,
Tennessee
| $206M | +$47.6M | +30% | 7.59% | 106% | 18 | 27.78% | 0.9 |
|
| 2820 |
2820
Accuvest Global Advisors
Provo,
Utah
| $206M | -$24.8M | -11% | 0.32% | 130% | 80 | 32.5% | 0.9 |
|
| 2821 |
2821
Central Asset Investments & Management Holdings
Hong Kong
| $206M | -$17.9M | -8% | 3.85% | 3,210% | 68 | 39.71% | 0.4 |
|
| 2822 |
2822
Monetary Management Group
St Louis,
Missouri
| $206M | -$3.14M | -2% | 0.59% | 138% | 339 | 13.27% | 2 |
|
| 2823 |
2823
Blue Chip Partners
Farmington Hills,
Michigan
| $206M | +$13.6M | +7% | 3.55% | 81.2% | 119 | 8.4% | 1.1 |
|
| 2824 |
TL
2824
TowerView LLC
New York
| $205M | +$17.1M | +9% | 9.29% | 17.9% | 34 | 17.65% | 1.6 |
|
| 2825 |
2825
Barings Real Estate Advisers
Hartford,
Connecticut
| $205M | +$640K | +0.3% | 5.35% | 44.2% | 36 | 22.22% | 1.6 |
|