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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 |
FCM
2801
Farmstead Capital Management
Ridgewood,
New Jersey
| $218M | -$37.2M | -15% | 14.7% | – | 14 | 50% | 0.7 |
|
| 2802 |
CIM
2802
Castleton Investment Management
Stamford,
Connecticut
| $218M | +$7.48M | +4% | 5.34% | 15.1% | 69 | 57.97% | 0.3 |
|
| 2803 |
RSS
2803
Rosenblum Silverman Sutton
San Francisco,
California
| $218M | +$10.1M | +5% | 11.2% | 90.1% | 72 | 16.67% | 1.8 |
|
| 2804 |
GIPM
2804
G2 Investment Partners Management
New York
| $218M | +$1.3M | +0.6% | 30.1% | 1,145% | 115 | 49.57% | 0.6 |
|
| 2805 |
PFBT
2805
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $218M | +$12.5M | +6% | 3.4% | 73.6% | 1,158 | 9.67% | 1.1 |
|
| 2806 |
OSNBOA
2806
Old Second National Bank of Aurora
Aurora,
Illinois
| $218M | +$3.35M | +2% | 4.3% | 89.5% | 345 | 7.83% | 2.3 |
|
| 2807 |
UBWV
2807
United Bank (West Virginia)
Parkersburg,
West Virginia
| $218M | +$102K | +0% | 3.57% | 22.5% | 103 | 2.91% | 2.6 |
|
| 2808 |
CGI
2808
Calixto Global Investors
Coral Gables,
Florida
| $218M | +$34.5M | +19% | 21.9% | 180% | 16 | 50% | 0.3 |
|
| 2809 |
TL
2809
TowerView LLC
New York
| $218M | +$1.75M | +0.8% | 5.61% | 17.9% | 31 | 22.58% | 2.2 |
|
| 2810 |
SG
2810
Standard General
New York
| $217M | -$24.8M | -10% | 13.2% | 259% | 4 | 0% | 1.3 |
|
| 2811 |
MWP
2811
Moller Wealth Partners
| $217M | +$13.2M | +6% | 3.34% | 44.1% | 44 | 6.82% | 2.4 |
|
| 2812 |
BA
2812
BKS Advisors
Southfield,
Michigan
| $217M | +$22.7M | +12% | 5.86% | 58% | 250 | 35.6% | 0.8 |
|
| 2813 |
DA
2813
Dillon & Associates
Jackson,
Michigan
| $217M | -$970K | -0.4% | 3.2% | 98.2% | 74 | 10.81% | 2.6 |
|
| 2814 |
III
2814
Independent Investors Inc
Nesconset,
New York
| $216M | +$9.82M | +5% | 5.58% | 61.6% | 82 | 6.1% | 2.9 |
|
| 2815 |
MMG
2815
Monetary Management Group
St Louis,
Missouri
| $216M | +$1.21M | +0.6% | 2.87% | 138% | 341 | 11.44% | 2.3 |
|
| 2816 |
WI
2816
Wintrust Investments
Chicago,
Illinois
| $216M | +$165M | +325% | 3.95% | 27.5% | 226 | 33.19% | 0.2 |
|
| 2817 |
WA
2817
Wealth Architects
Mountain View,
California
| $216M | +$9.57M | +5% | 5.32% | 80.1% | 119 | 9.24% | 1.4 |
|
| 2818 |
RP
2818
Rowlandmiller & Partners
Atlanta,
Georgia
| $216M | -$1.39M | -0.6% | 2.09% | 84% | 127 | 8.66% | 1.5 |
|
| 2819 |
F
2819
Filament
Seattle,
Washington
| $216M | +$9.68M | +5% | 3.91% | 46.9% | 34 | 14.71% | 2.2 |
|
| 2820 |
PA
2820
Paracle Advisors
Mercer Island,
Washington
| $216M | +$25.5M | +13% | 2.74% | 30.9% | 45 | 33.33% | 1.1 |
|
| 2821 |
HDIM
2821
Hanson & Doremus Investment Management
Burlington,
Vermont
| $215M | -$5.14M | -2% | 5.54% | 80.8% | 469 | 8.96% | 2.5 |
|
| 2822 |
MFW
2822
Mosaic Family Wealth
St. Louis,
Missouri
| $215M | +$8.58M | +4% | 4.06% | 85.2% | 816 | 10.66% | 0.7 |
|
| 2823 |
BO
2823
Bach Option
Wanchai,
Hong Kong
| $215M | -$31.9M | -13% | 0.37% | 30.6% | 207 | 50.24% | 0.4 |
|
| 2824 |
BL
2824
BCWM LLC
Overland Park,
Kansas
| $215M | +$6.76M | +3% | 4.84% | – | 73 | 15.07% | 2.2 |
|
| 2825 |
SIG
2825
Sky Investment Group
Hartford,
Connecticut
| $215M | +$3.82M | +2% | 1.57% | 68% | 93 | 8.6% | 2.1 |
|