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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Old Second National Bank of Aurora
Aurora,
Illinois
| $204M | +$5.63M | +3% | 6.7% | 93.7% | 349 | 8.02% | 1.8 |
|
| 2852 |
2852
FirstMark Capital I
New York
| $204M | – | – | 26.7% | – | 1 | – | 0 |
|
| 2853 |
CFSG
2853
Community Financial Services Group
Newport,
Vermont
| $204M | +$2.77M | +1% | 7.48% | – | 282 | 76.95% | 2.2 |
|
| 2854 |
2854
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $204M | – | – | 3.58% | 28% | 366 | – | 0 |
|
| 2855 |
2855
Stonerise Capital Management
San Francisco,
California
| $204M | -$22.2M | -10% | 7.56% | 0.77% | 13 | 46.15% | 1 |
|
| 2856 |
2856
Muzinich & Co
New York
| $204M | +$1.28M | +0.6% | 1.3% | 13.5% | 36 | 2.78% | 1 |
|
| 2857 |
HPCM
2857
High Pointe Capital Management
Chicago,
Illinois
| $204M | -$9.26M | -4% | 6.35% | 92.4% | 192 | 28.65% | 1.3 |
|
| 2858 |
2858
Peak Asset Management
Louisville,
Colorado
| $204M | +$16.1M | +9% | 5.6% | 70.1% | 135 | 25.19% | 0.8 |
|
| 2859 |
2859
Kopp Investment Advisors
Bloomington,
Minnesota
| $203M | +$17.5M | +9% | 19.3% | 109% | 70 | 12.86% | 1.6 |
|
| 2860 |
2860
NFC Investments
Memphis,
Tennessee
| $203M | -$8.76M | -4% | 1.23% | – | 40 | 5% | 2 |
|
| 2861 |
2861
Clean Yield Group
Norwich,
Vermont
| $203M | -$9.37M | -4% | 5.12% | 65% | 131 | 11.45% | 1.9 |
|
| 2862 |
WCMN
2862
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $203M | +$15.8M | +8% | 8.74% | 121% | 35 | 2.86% | 2.3 |
|
| 2863 |
2863
Riggs Asset Management
Dallas,
Pennsylvania
| $203M | +$40.4M | +25% | 6.17% | 207% | 296 | 13.85% | 1.1 |
|
| 2864 |
2864
Wealth Architects
Mountain View,
California
| $202M | +$16M | +9% | 5.69% | 80.1% | 133 | 20.3% | 0.7 |
|
| 2865 |
2865
Giralda Advisors
New York
| $202M | -$16.6M | -8% | 5.52% | 36.8% | 19 | 26.32% | 1.1 |
|
| 2866 |
2866
Chartist Inc
Seal Beach,
California
| $202M | +$186M | +1,137% | 7.68% | – | 57 | 78.95% | 0.5 |
|
| 2867 |
2867
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $202M | +$28.7M | +17% | 5.33% | 72.5% | 61 | 36.07% | 1.2 |
|
| 2868 |
2868
Hollow Brook Wealth Management
Katonah,
New York
| $202M | -$7.98M | -4% | 5.05% | 92.8% | 59 | 22.03% | 1.7 |
|
| 2869 |
2869
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $201M | -$3.41M | -2% | 3.99% | 58% | 144 | 10.42% | 1.4 |
|
| 2870 |
2870
Smith, Moore & Co
Clayton,
Missouri
| $201M | +$20.9M | +12% | 4.33% | 67% | 194 | 25.77% | 1.3 |
|
| 2871 |
2871
Bar Harbor Trust Services
Ellsworth,
Maine
| $201M | +$13.6M | +7% | 7.72% | 86.4% | 93 | 23.66% | 1.5 |
|
| 2872 |
2872
Argent Trust Co
Nashville,
Tennessee
| $201M | +$25M | +14% | 6.35% | 86.2% | 248 | 19.76% | 0.8 |
|
| 2873 |
2873
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $201M | +$24.9M | +14% | 3.56% | 73.6% | 1,187 | 13.65% | 0.5 |
|
| 2874 |
2874
Courage Capital Management
Nashville,
Tennessee
| $200M | +$69.5M | +53% | 6.48% | 86.5% | 37 | 56.76% | 1 |
|
| 2875 |
SD
2875
Sumway Development
Shanghai,
China
| $200M | – | – | 16.1% | – | 4 | – | 0 |
|