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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
Spirit of America Management Corp
Syosset,
New York
| $445M | +$23.7M | +6% | 10.8% | 113% | 238 | 6.72% | 5.6 |
|
| 2802 |
2802
Capital Advantage
Walnut Creek,
California
| $445M | +$8.46M | +2% | 7.64% | 49.2% | 42 | 11.9% | 4.8 |
|
| 2803 |
2803
EFG Asset Management
Portland,
Oregon
| $445M | +$12.5M | +3% | 8.47% | 211% | 180 | 8.33% | 0.8 |
|
| 2804 |
GA
2804
GFS Advisors
Houston,
Texas
| $445M | +$28M | +7% | 8.67% | 97.9% | 144 | 10.42% | 4.8 |
|
| 2805 |
2805
Beck Bode LLC
Dedham,
Massachusetts
| $445M | -$16.9M | -4% | 11.9% | 155% | 282 | 48.94% | 0.5 |
|
| 2806 |
2806
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $444M | +$40.9M | +10% | 10.1% | 81.8% | 85 | 10.59% | 5.3 |
|
| 2807 |
2807
Dudley & Shanley
Palm Beach,
Florida
| $444M | +$86.5M | +24% | 14.2% | 67.9% | 36 | 33.33% | 2.9 |
|
| 2808 |
2808
Hunter Perkins Capital Management
Lombard,
Illinois
| $444M | +$35.3M | +9% | 9.07% | 58% | 100 | 18% | 1.4 |
|
| 2809 |
2809
Nekton Capital
London,
United Kingdom
| $443M | +$76.2M | +21% | 14.1% | 30.1% | 24 | 54.17% | 0.3 |
|
| 2810 |
VHMC
2810
Value Holdings Management Company
Hampton Bays,
New York
| $443M | +$40.9M | +10% | 11% | 125% | 44 | 0% | 4.9 |
|
| 2811 |
2811
Formidable Asset Management
Cincinnati,
Ohio
| $443M | +$11.5M | +3% | 9.83% | 52.2% | 338 | 13.31% | 2 |
|
| 2812 |
2812
IBEX Wealth Advisors
Bedminster,
New Jersey
| $443M | +$57.9M | +15% | 10.4% | 221% | 187 | 28.34% | 1.7 |
|
| 2813 |
LWANC
2813
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $442M | +$40.7M | +10% | 9.18% | 71.1% | 591 | 12.52% | 3 |
|
| 2814 |
2814
Marietta Wealth Management
Marietta,
Georgia
| $442M | +$41.5M | +10% | 10.3% | 93% | 115 | 16.52% | 3.5 |
|
| 2815 |
2815
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $442M | +$29.9M | +7% | 8.34% | 55.7% | 125 | 4% | 7.6 |
|
| 2816 |
2816
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $442M | +$46.6M | +12% | 6.75% | 24.6% | 1,117 | 21.84% | 1.8 |
|
| 2817 |
2817
Probity Advisors
Dallas,
Texas
| $441M | +$38.6M | +10% | 8.23% | 61.7% | 184 | 8.15% | 4.5 |
|
| 2818 |
2818
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $441M | +$26M | +6% | 8.63% | 65.9% | 180 | 11.11% | 4.7 |
|
| 2819 |
2819
Longfellow Investment Management
Boston,
Massachusetts
| $441M | -$47.8M | -10% | 7.32% | 45.9% | 380 | 34.21% | 1.5 |
|
| 2820 |
2820
RMR Wealth Builders
Montclair,
New Jersey
| $441M | +$32.3M | +8% | 7.57% | 91.7% | 202 | 8.42% | 1.5 |
|
| 2821 |
2821
CFS Investment Advisory Services
Totowa,
New Jersey
| $441M | +$52.5M | +14% | 6.11% | 59.7% | 138 | 28.26% | 0.8 |
|
| 2822 |
2822
Siemens Pension Trust
Munich Germany,
Germany
| $441M | – | – | 18.4% | 25.4% | 2 | – | 0 |
|
| 2823 |
2823
RiverFront Investment Group
Richmond,
Virginia
| $441M | -$2.23B | -83% | 6.43% | 57.2% | 109 | 23.85% | 2.3 |
|
| 2824 |
2824
Wellington Shields & Co
New York
| $440M | +$211M | +92% | 13.3% | 109% | 297 | 7.74% | 2.3 |
|
| 2825 |
2825
North Growth Management
Vancouver,
British Columbia, Canada
| $440M | +$39.4M | +10% | 18.6% | 243% | 47 | 6.38% | 2.7 |
|