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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 |
2901
RMR Advisors
Newton,
Massachusetts
| $292M | +$17M | +6% | 7.64% | 2.17% | 119 | 3.36% | 4.7 |
|
| 2902 |
2902
Oakview Capital Management
Dallas,
Texas
| $292M | -$11.4M | -4% | 0.17% | 21.2% | 16 | 12.5% | 1.4 |
|
| 2903 |
2903
Stratford Consulting
Addison,
Texas
| $292M | +$8.8M | +3% | 0.15% | 8.23% | 59 | 6.78% | 4.2 |
|
| 2904 |
2904
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $292M | +$6.71M | +2% | 1.48% | 82.9% | 64 | 10.94% | 2.9 |
|
| 2905 |
2905
Blue Edge Capital
Richmond,
Virginia
| $292M | +$6.44M | +2% | 0.7% | 67.4% | 93 | 6.45% | 3.2 |
|
| 2906 |
2906
United Fire Group
Cedar Rapids,
Iowa
| $292M | +$9.5M | +3% | 4.05% | 27.4% | 118 | 0% | 5.1 |
|
| 2907 |
AMG
2907
Asset Management Group
Stamford,
Connecticut
| $292M | +$10M | +4% | 0.57% | 57% | 112 | 5.36% | 4.9 |
|
| 2908 |
2908
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $291M | +$2.48M | +0.9% | 2.01% | 39% | 364 | 13.46% | 1.9 |
|
| 2909 |
2909
Marietta Investment Partners
Milwaukee,
Wisconsin
| $291M | -$12.6M | -4% | 2.21% | 160% | 150 | 10.67% | 2.9 |
|
| 2910 |
2910
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $291M | +$224K | +0.1% | 2.1% | 81.7% | 171 | 7.02% | 4.3 |
|
| 2911 |
2911
Brian C. Broderick
| $291M | +$4.85M | +2% | 0.36% | 98.6% | 87 | 5.75% | 4.5 |
|
| 2912 |
VHMC
2912
Value Holdings Management Company
Hampton Bays,
New York
| $291M | -$17.3M | -6% | 0.02% | 125% | 37 | 10.81% | 3.7 |
|
| 2913 |
2913
Carrhae Capital
London,
United Kingdom
| $290M | -$29.1M | -9% | 1.76% | 182% | 18 | 44.44% | 0.7 |
|
| 2914 |
2914
Sky Investment Group
Hartford,
Connecticut
| $290M | +$4.8M | +2% | 2.21% | 68% | 102 | 0.98% | 3.9 |
|
| 2915 |
2915
BlueSky Wealth Advisors
New Bern,
North Carolina
| $290M | +$9.24M | +3% | 0.42% | 42.9% | 64 | 9.38% | 2.3 |
|
| 2916 |
2916
Strid Group
Newtown Square,
Pennsylvania
| $290M | -$2.01M | -0.7% | 1.21% | 50.4% | 26 | 0% | 2 |
|
| 2917 |
2917
Lunia Capital
Dallas,
Texas
| $290M | +$16.7M | +6% | 2.36% | 115% | 41 | 41.46% | 0.7 |
|
| 2918 |
CL
2918
CIM LLC
Albany,
New York
| $290M | -$4K | -0% | 1.53% | 108% | 113 | 15.93% | 3.2 |
|
| 2919 |
2919
Ackerman Capital Advisors
Dallas,
Texas
| $290M | – | – | 0.01% | 40.4% | 142 | – | 0.5 |
|
| 2920 |
2920
Cutler Capital Management
Worcester,
Massachusetts
| $289M | +$41.6M | +17% | 0.92% | 39.7% | 124 | 25.81% | 1.6 |
|
| 2921 |
2921
Fairfield, Bush & Co
Darien,
Connecticut
| $289M | -$4.22M | -1% | 1.71% | 112% | 155 | 9.03% | 4.3 |
|
| 2922 |
2922
Principle Wealth Partners
Madison,
Connecticut
| $289M | +$94.9M | +49% | 6.36% | 79.9% | 171 | 22.22% | 0.5 |
|
| 2923 |
2923
Capital Advantage
Walnut Creek,
California
| $289M | – | – | 0.62% | 49.2% | 90 | – | 2.9 |
|
| 2924 |
2924
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $289M | +$8.45M | +3% | 1.81% | 81.8% | 60 | 6.67% | 5.1 |
|
| 2925 |
2925
Cypress Asset Management
Houston,
Texas
| $289M | -$3.69M | -1% | 1.63% | 141% | 144 | 8.33% | 4.1 |
|