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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
St Louis Trust
Saint Louis,
Missouri
| $234M | +$22.9M | +11% | 4.99% | 71.4% | 56 | 7.14% | 1.1 |
|
| 2877 |
2877
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $234M | +$6.35M | +3% | 5.22% | – | 6 | 16.67% | 1.7 |
|
| 2878 |
2878
Summit Partners
Boston,
Massachusetts
| $233M | -$134M | -37% | 0% | 13.7% | 7 | 0% | 1.8 |
|
| 2879 |
2879
Foresite Capital Management II
Larkspur,
California
| $233M | +$33.8M | +17% | 14.6% | 66.2% | 13 | 30.77% | 1.3 |
|
| 2880 |
2880
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $233M | -$2.31M | -1% | 7.94% | 79.4% | 35 | 14.29% | 1.7 |
|
| 2881 |
2881
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $233M | +$43M | +23% | 8.59% | 91.5% | 125 | 24.8% | 0.8 |
|
| 2882 |
2882
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $232M | +$4.32M | +2% | 5.32% | 73.6% | 1,651 | 16.05% | 1.1 |
|
| 2883 |
2883
Montgomery Investment Management
Rockville,
Maryland
| $232M | -$162K | -0.1% | 1.3% | 98.4% | 102 | 5.88% | 2.6 |
|
| 2884 |
IA
2884
IPL Advisers
New York
| $232M | -$128M | -36% | 9.33% | – | 22 | 40.91% | 0.2 |
|
| 2885 |
2885
NorthRock Partners
Minneapolis,
Minnesota
| $232M | -$50.5M | -18% | 5.43% | 62.8% | 61 | 34.43% | 1.2 |
|
| 2886 |
2886
Chubb Ltd
Zurich,
Switzerland
| $232M | +$3.82M | +2% | 3.29% | 64.2% | 25 | 16% | 1 |
|
| 2887 |
2887
Harfst & Associates
Sheridan,
Wyoming
| $231M | +$31.3M | +16% | 7.03% | 88.1% | 296 | 79.39% | 0.3 |
|
| 2888 |
2888
Gagnon Securities
New York
| $231M | -$1.97M | -0.8% | 7.2% | 129% | 98 | 5.1% | 2.2 |
|
| 2889 |
2889
Mosaic Family Wealth
St. Louis,
Missouri
| $231M | +$14.1M | +6% | 5.64% | 85.2% | 769 | 12.09% | 1.1 |
|
| 2890 |
2890
High Falls Advisors
Rochester,
New York
| $231M | +$12.7M | +6% | 4.56% | 56.9% | 92 | 23.91% | 0.9 |
|
| 2891 |
2891
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $231M | -$5.48M | -2% | 6% | 58% | 178 | 19.1% | 1.9 |
|
| 2892 |
2892
Crestwood Capital Management
New York
| $231M | -$33.1M | -13% | 12.1% | 203% | 25 | 24% | 1.3 |
|
| 2893 |
2893
Patten Group
Chattanooga,
Tennessee
| $230M | +$7.57M | +3% | 5.03% | 88.1% | 685 | 11.97% | 1.6 |
|
| 2894 |
2894
Gilman Hill Asset Management
New Canaan,
Connecticut
| $230M | -$41.2M | -15% | 3.21% | 54.2% | 199 | 22.11% | 2.4 |
|
| 2895 |
2895
Monetary Management Group
St Louis,
Missouri
| $230M | +$13.5M | +6% | 7.88% | 138% | 321 | 12.15% | 2.6 |
|
| 2896 |
2896
AJ Wealth Strategies
New York
| $230M | +$36.2M | +19% | 4.96% | 32.2% | 73 | 9.59% | 0.2 |
|
| 2897 |
MHP
2897
Manatuck Hill Partners
Westport,
Connecticut
| $230M | +$25.6M | +13% | 12.4% | 556% | 112 | 46.43% | 1 |
|
| 2898 |
2898
United Bank (West Virginia)
Parkersburg,
West Virginia
| $230M | +$3.16M | +1% | 1.83% | 22.5% | 111 | 10.81% | 2.8 |
|
| 2899 |
2899
Ipswich Investment Management
Beverly,
Massachusetts
| $230M | +$8.54M | +4% | 4.45% | 104% | 134 | 5.22% | 2.8 |
|
| 2900 |
2900
Arete Wealth Advisors
Chicago,
Illinois
| $229M | +$12.8M | +6% | 4.11% | 85.3% | 215 | 21.4% | 1.2 |
|