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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
Meristem Family Wealth
Minnetonka,
Minnesota
| $249M | +$5.65M | +2% | 3.95% | 67.7% | 115 | 12.17% | 2.4 |
|
| 2852 |
2852
Financial Enhancement Group
Anderson,
Indiana
| $249M | +$12.8M | +5% | 4.14% | 62.2% | 73 | 21.92% | 1.2 |
|
| 2853 |
RC
2853
Rinet Company
Boston,
Massachusetts
| $249M | +$15.3M | +7% | 4.26% | 33.1% | 21 | 9.52% | 1.8 |
|
| 2854 |
2854
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $249M | +$11.8M | +5% | 6.39% | 25.1% | 6 | 0% | 2.1 |
|
| 2855 |
TMNFIC
2855
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $249M | +$9.18M | +4% | 3.83% | – | 4 | 0% | 2.5 |
|
| 2856 |
2856
StrategIQ Financial Group
Merrillville,
Indiana
| $249M | +$13.1M | +6% | 3.12% | 12.6% | 157 | 8.92% | 1.1 |
|
| 2857 |
DM
2857
Diker Management
New York
| $248M | +$23.1M | +10% | 13.7% | 210% | 70 | 32.86% | 1.4 |
|
| 2858 |
BMC
2858
Benin Management Corp
Wilton,
Connecticut
| $248M | +$15.6M | +7% | 3.83% | 76.3% | 101 | 8.91% | 3.3 |
|
| 2859 |
DCM
2859
Divisar Capital Management
San Francisco,
California
| $248M | +$29.7M | +14% | 5.18% | 194% | 28 | 14.29% | 0.7 |
|
| 2860 |
HCM
2860
Harvey Capital Management
Palm Beach,
Florida
| $248M | +$14.6M | +6% | 7.72% | 147% | 85 | 14.12% | 2.6 |
|
| 2861 |
BAM
2861
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $248M | +$47.8M | +24% | 25.2% | 39.2% | 8 | 62.5% | 0.3 |
|
| 2862 |
CC
2862
Cognios Capital
Leawood,
Kansas
| $247M | -$38.7M | -14% | 2.04% | 28.5% | 184 | 23.91% | 1.3 |
|
| 2863 |
2863
Patten Group
Chattanooga,
Tennessee
| $247M | +$461K | +0.2% | 3.81% | 88.1% | 681 | 9.4% | 2 |
|
| 2864 |
2864
Ironwood Investment Counsel
Scottsdale,
Arizona
| $247M | -$17.9M | -7% | 3.35% | 64% | 169 | 24.85% | 2.6 |
|
| 2865 |
2865
Proficio Capital Partners
Newton,
Massachusetts
| $247M | +$6.33M | +3% | 3.44% | 97% | 1,376 | 6.69% | 1.3 |
|
| 2866 |
FCMI
2866
Foresite Capital Management II
Larkspur,
California
| $247M | +$28.4M | +13% | 13.7% | 66.2% | 17 | 52.94% | 1.4 |
|
| 2867 |
ICM
2867
Intrepid Capital Management
Jacksonville Beach,
Florida
| $246M | -$9.07M | -4% | 3.48% | 70.2% | 33 | 6.06% | 2.8 |
|
| 2868 |
SCP
2868
Seafarer Capital Partners
Larkspur,
California
| $246M | +$11.4M | +5% | 9.35% | 43% | 3 | 0% | 0.8 |
|
| 2869 |
TC
2869
Tavio Capital
New York
| $246M | +$44.9M | +22% | 3.66% | 81.4% | 13 | 46.15% | 0.3 |
|
| 2870 |
2870
Raffa Wealth Management
Washington,
District of Columbia
| $246M | +$14.4M | +6% | 3.85% | 35.8% | 411 | 36.01% | 2.8 |
|
| 2871 |
BCM
2871
Beddow Capital Management
Jackson,
Wyoming
| $245M | -$1.86M | -0.8% | 8.45% | 50.7% | 46 | 15.22% | 2.9 |
|
| 2872 |
GBBWRPM
2872
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $245M | -$6.75M | -3% | 4.55% | 28% | 451 | 13.08% | 1.3 |
|
| 2873 |
CYG
2873
Clean Yield Group
Norwich,
Vermont
| $245M | +$6.1M | +3% | 5.63% | 65% | 135 | 5.19% | 3 |
|
| 2874 |
2874
Cryder Capital Partners
London,
United Kingdom
| $245M | -$27.9M | -10% | 4.92% | 55.7% | 11 | 18.18% | 2.1 |
|
| 2875 |
GVT
2875
Genesee Valley Trust
Pittsford,
New York
| $245M | +$8.96M | +4% | 2.48% | 30.2% | 244 | 15.98% | 2.1 |
|