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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
ICP
2901
IBIS Capital Partners
London,
United Kingdom
| $202M | +$34.1M | +20% | 3.37% | 35.1% | 17 | 47.06% | 0.5 |
|
| 2902 |
PAM
2902
Peak Asset Management
Louisville,
Colorado
| $202M | +$11.7M | +6% | 1.93% | 70.1% | 123 | 13.01% | 0.2 |
|
| 2903 |
MBT
2903
Montecito Bank & Trust
Santa Barbara,
California
| $201M | +$11.3M | +6% | 2.37% | – | 169 | 10.65% | 1.3 |
|
| 2904 |
FV2GP
2904
Flagship Ventures 2007 General Partner
Cambridge,
Massachusetts
| $201M | -$39.3M | -16% | 15.9% | – | 4 | 0% | 1.1 |
|
| 2905 |
RP
2905
Rowlandmiller & Partners
Atlanta,
Georgia
| $201M | -$4.88M | -2% | 1.86% | 84% | 130 | 8.46% | 0.2 |
|
| 2906 |
ACM
2906
Americafirst Capital Management
Roseville,
California
| $201M | -$5.18M | -3% | 3.45% | 32.9% | 416 | 77.4% | 0.1 |
|
| 2907 |
MM
2907
Midas Management
New York
| $200M | +$8.66M | +5% | 0.5% | 43.3% | 149 | 19.46% | 1 |
|
| 2908 |
SM
2908
Scale Management
Foster City,
California
| $200M | +$25.1M | +14% | 30% | – | 6 | 0% | 0.3 |
|
| 2909 |
AP
2909
Altarock Partners
West Palm Beach,
Florida
| $200M | +$79.2M | +65% | 6.59% | 58.1% | 7 | 28.57% | 0.2 |
|
| 2910 |
KIC
2910
Keating Investment Counselors
Delray Beach,
Florida
| $200M | -$507K | -0.3% | 0.66% | 50% | 65 | 9.23% | 1.5 |
|
| 2911 |
SEM
2911
Suncoast Equity Management
Tampa,
Florida
| $200M | +$17.2M | +9% | 3.33% | 82.9% | 23 | 17.39% | 1.3 |
|
| 2912 |
RPA
2912
Rock Point Advisors
Burlington,
Vermont
| $200M | -$17.1M | -8% | 1.56% | 82.8% | 88 | 14.77% | 1.3 |
|
| 2913 |
2913
Dynamic Advisor Solutions
Phoenix,
Arizona
| $199M | +$13M | +7% | 1.7% | 70.9% | 222 | 29.73% | 0.8 |
|
| 2914 |
KP
2914
Keel Point
Huntsville,
Alabama
| $199M | – | – | 3.65% | 76.4% | 96 | – | 0 |
|
| 2915 |
2915
Fidelity National Financial
Jacksonville,
Florida
| $199M | +$59.2M | +42% | 2.65% | 2.54% | 26 | 42.31% | 1 |
|
| 2916 |
CBOR
2916
Community Bank of Raymore
Raymore,
Missouri
| $199M | +$11.4M | +6% | 0.83% | 89.6% | 43 | 6.98% | 0.2 |
|
| 2917 |
MIM
2917
Montgomery Investment Management
Rockville,
Maryland
| $199M | -$10.2M | -5% | 0.17% | 98.4% | 79 | 0% | 1.4 |
|
| 2918 |
YP
2918
Yellowstone Partners
Idaho Falls,
Idaho
| $198M | +$12.8M | +7% | 2.74% | – | 219 | 15.07% | 0.9 |
|
| 2919 |
FFC
2919
First Financial Corp
Terre Haute,
Indiana
| $198M | -$2.09M | -1% | 0.79% | 95.3% | 489 | 8.38% | 1.5 |
|
| 2920 |
AIM
2920
Act II Management
New York
| $198M | +$9.19M | +5% | 5.03% | 43.6% | 26 | 26.92% | 0.8 |
|
| 2921 |
RAM
2921
Redmond Asset Management
Henrico,
Virginia
| $198M | -$2.71M | -1% | 2.83% | 61.5% | 151 | 18.54% | 1.4 |
|
| 2922 |
F
2922
FolioMetrix
Omaha,
Nebraska
| $198M | +$56.9M | +40% | 6.68% | – | 287 | 40.07% | 0.2 |
|
| 2923 |
ATC
2923
Argent Trust Co
Nashville,
Tennessee
| $198M | +$31.7M | +19% | 1.07% | 86.2% | 252 | 20.63% | 0.2 |
|
| 2924 |
2924
Waverly Advisors
Birmingham,
Alabama
| $198M | -$1.38M | -0.7% | 3% | 67.6% | 472 | 34.96% | 1.1 |
|
| 2925 |
ITIM
2925
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $197M | +$5.6M | +3% | 0.55% | 104% | 134 | 18.66% | 1.4 |
|