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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $226M | +$61.8M | +38% | 3.28% | 82.6% | 157 | 15.29% | 2.6 |
|
| 2927 |
2927
FIC Capital
New York
| $226M | +$27.2M | +14% | 10.7% | 49.7% | 123 | 13.01% | 2.4 |
|
| 2928 |
2928
Renaissance Investment Group
Lenox,
Massachusetts
| $226M | +$13.7M | +6% | 6.52% | 99.6% | 82 | 7.32% | 2.8 |
|
| 2929 |
2929
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $225M | +$4.43M | +2% | 4.06% | 60.5% | 42 | 2.38% | 3.2 |
|
| 2930 |
2930
Verger Capital Management
Winston-Salem,
North Carolina
| $225M | -$482K | -0.2% | 4.49% | 58.3% | 16 | 12.5% | 1.6 |
|
| 2931 |
2931
Paragon Capital Management (Colorado)
Denver,
Colorado
| $225M | – | – | 3.48% | 109% | 147 | – | 1.5 |
|
| 2932 |
2932
Hunting Hill Global Capital
New York
| $225M | +$192M | +598% | 17.8% | 132% | 16 | 62.5% | 0.1 |
|
| 2933 |
2933
Keating Investment Counselors
Delray Beach,
Florida
| $224M | +$12.6M | +6% | 5.19% | 50% | 64 | 4.69% | 3 |
|
| 2934 |
2934
Gemmer Asset Management
Walnut Creek,
California
| $224M | +$25.6M | +13% | 5.26% | 96.8% | 1,291 | 7.2% | 2.5 |
|
| 2935 |
NAMP
2935
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $224M | +$2.33M | +1% | 6.21% | 90.2% | 121 | 9.92% | 2.8 |
|
| 2936 |
HIS
2936
Horizon Investment Services
Hammond,
Indiana
| $224M | +$12.4M | +6% | 8.74% | 250% | 128 | 33.59% | 1.3 |
|
| 2937 |
AMCA
2937
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $224M | +$34.8M | +18% | 8.18% | 110% | 104 | 17.31% | 2 |
|
| 2938 |
2938
Old Second National Bank of Aurora
Aurora,
Illinois
| $224M | +$713K | +0.3% | 5.17% | 93.7% | 352 | 12.5% | 2.6 |
|
| 2939 |
2939
Belvedere Trading
Chicago,
Illinois
| $224M | -$180M | -45% | 9.34% | 497% | 43 | 83.72% | 0.1 |
|
| 2940 |
2940
Evermay Wealth Management
Arlington,
Virginia
| $223M | +$19M | +9% | 4.45% | 56.2% | 104 | 25% | 1.9 |
|
| 2941 |
WC
2941
Whitnell & Co
Oak Brook,
Illinois
| $223M | +$7.98M | +4% | 4.52% | 36.6% | 400 | 39.25% | 2.9 |
|
| 2942 |
2942
GoodHaven Capital Management
Millburn,
New Jersey
| $223M | -$24.7M | -10% | 5.51% | 80.7% | 24 | 20.83% | 2.8 |
|
| 2943 |
2943
Truvvo Partners
New York
| $223M | -$62.7M | -22% | 8.53% | 21.1% | 129 | 17.83% | 0.9 |
|
| 2944 |
PWAP
2944
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $223M | +$7.78M | +4% | 5.82% | 58.5% | 123 | 4.88% | 2.9 |
|
| 2945 |
TI
2945
Telemetry Investments
New York
| $223M | +$45.8M | +26% | 6.18% | 77.4% | 149 | 57.05% | 0.5 |
|
| 2946 |
2946
Park Avenue Securities
New York
| $223M | +$20.5M | +10% | 2.23% | 71% | 75 | 61.33% | 0.6 |
|
| 2947 |
TBA
2947
Train Babcock Advisors
New York
| $223M | -$20.5M | -8% | 7.27% | 41.9% | 125 | 12.8% | 2.8 |
|
| 2948 |
CFSG
2948
Community Financial Services Group
Newport,
Vermont
| $223M | +$10.5M | +5% | 4.72% | – | 63 | 7.94% | 2.9 |
|
| 2949 |
2949
Harvey Capital Management
Palm Beach,
Florida
| $223M | +$7.91M | +4% | 13.9% | 147% | 82 | 9.76% | 2.4 |
|
| 2950 |
2950
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $223M | +$18M | +9% | 6.87% | 174% | 152 | 12.5% | 2.8 |
|