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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 |
CFSG
2851
Community Financial Services Group
Newport,
Vermont
| $293M | +$13.6M | +5% | 6.57% | – | 100 | 12% | 2.4 |
|
| 2852 |
SVC
2852
Strycker View Capital
New York
| $293M | +$80.8M | +38% | 8.85% | 114% | 21 | 47.62% | 0.6 |
|
| 2853 |
RTS
2853
Round Table Services
Westfield,
New Jersey
| $293M | -$3.86M | -1% | 4.33% | 16.1% | 159 | 35.22% | 1.6 |
|
| 2854 |
2854
St Louis Trust
Saint Louis,
Missouri
| $293M | -$6.72M | -2% | 5.28% | 71.4% | 95 | 18.95% | 1.9 |
|
| 2855 |
2855
Point72 Hong Kong
Hong Kong
| $292M | -$3.32M | -1% | 2.17% | 396% | 1,385 | 73.21% | 0.2 |
|
| 2856 |
2856
Meristem Family Wealth
Minnetonka,
Minnesota
| $292M | +$7.84M | +3% | 7.48% | 67.7% | 157 | 19.75% | 2.4 |
|
| 2857 |
CC
2857
Carbonado Capital
New York
| $292M | -$144M | -33% | 0.05% | 62.2% | 18 | 44.44% | 1 |
|
| 2858 |
2858
Capital Impact Advisors
Boston,
Massachusetts
| $292M | +$21.1M | +8% | 11.2% | – | 125 | 1.6% | 2.3 |
|
| 2859 |
2859
Sio Capital Management
New York
| $291M | +$111M | +61% | 11.8% | 564% | 85 | 67.06% | 0.3 |
|
| 2860 |
2860
Stonebridge Capital Management
Los Angeles,
California
| $291M | +$11.9M | +4% | 7.09% | – | 137 | 1.46% | 3.5 |
|
| 2861 |
2861
FCG Advisors
Chatham,
New Jersey
| $291M | +$14.9M | +5% | 5.18% | 19.7% | 145 | 11.03% | 2.7 |
|
| 2862 |
2862
Front Street Capital Management
Missoula,
Montana
| $291M | +$32.2M | +12% | 12.5% | 316% | 62 | 11.29% | 1.9 |
|
| 2863 |
2863
Corbyn Investment Management
Lutherville,
Maryland
| $291M | +$5.26M | +2% | 2.23% | 71.9% | 51 | 5.88% | 3 |
|
| 2864 |
KCM
2864
Karp Capital Management
Sausalito,
California
| $291M | +$36.4M | +14% | 6.38% | 21.3% | 128 | 26.56% | 1.4 |
|
| 2865 |
2865
JCIC Asset Management
Toronto,
Ontario, Canada
| $290M | -$4.53M | -2% | 5.04% | – | 142 | 18.31% | 1.3 |
|
| 2866 |
2866
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $290M | +$13.1M | +5% | 5.49% | 76.1% | 166 | 6.02% | 3.8 |
|
| 2867 |
2867
Lafayette Investments
Ashton,
Maryland
| $290M | +$16.8M | +6% | 8.99% | 77.9% | 82 | 4.88% | 3.7 |
|
| 2868 |
2868
Divergent Wealth Advisors
South Jordan,
Utah
| $290M | +$12.3M | +4% | 2.4% | 14.7% | 146 | 11.64% | 0.5 |
|
| 2869 |
2869
Buffington Mohr McNeal
Boise,
Idaho
| $290M | +$23.4M | +9% | 7.54% | 29.3% | 119 | 5.04% | 2.6 |
|
| 2870 |
PH
2870
Pinnacle Holdings
Tulsa,
Oklahoma
| $290M | +$2.74M | +1% | 3.94% | 79.6% | 219 | 11.42% | 3.2 |
|
| 2871 |
2871
Avalon Global Asset Management
San Francisco,
California
| $290M | +$14.4M | +5% | 10.4% | 278% | 55 | 38.18% | 1.7 |
|
| 2872 |
2872
Fifth Third Securities
Cincinnati,
Ohio
| $289M | +$225M | +349% | 4.18% | 62.7% | 136 | 69.12% | 0.5 |
|
| 2873 |
2873
General Electric
Evendale,
Ohio
| $289M | +$32.9M | +13% | 13.7% | 23.2% | 4 | 0% | 1.5 |
|
| 2874 |
2874
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $288M | +$19M | +7% | 5.56% | 73.6% | 1,694 | 11.51% | 2.1 |
|
| 2875 |
2875
Valley National Advisers
Bethlehem,
Pennsylvania
| $288M | +$26.5M | +10% | 6.94% | 87.2% | 789 | 16.1% | 2.5 |
|