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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $165M | -$3.23M | -2% | 0.87% | 73.6% | 191 | 14.14% | 0.9 |
|
| 2952 |
2952
Clover Partners
Dallas,
Texas
| $165M | +$2.18M | +1% | 2.95% | 32.2% | 30 | 23.33% | 0.9 |
|
| 2953 |
2953
Montecito Bank & Trust
Santa Barbara,
California
| $165M | -$694K | -0.4% | 1.46% | – | 158 | 13.92% | 1 |
|
| 2954 |
2954
Vantage Investment Advisors
State College,
Pennsylvania
| $165M | +$1.54M | +0.9% | 0.73% | 56.3% | 791 | 12.9% | 0.6 |
|
| 2955 |
2955
Capstone Financial Advisors
Downers Grove,
Illinois
| $164M | +$20.5M | +14% | 1.86% | 54.5% | 91 | 28.57% | 0.5 |
|
| 2956 |
2956
Equinox Partners Investment Management
Stamford,
Connecticut
| $164M | -$48.1M | -23% | 19.2% | 241% | 13 | 0% | 1.2 |
|
| 2957 |
2957
Gladius Capital Management
Chicago,
Illinois
| $164M | +$139K | +0.1% | 0.13% | 78% | 2 | 0% | 0.8 |
|
| 2958 |
DCMM
2958
DG Capital Management (Massachusetts)
Boston,
Massachusetts
| $164M | -$11.4M | -6% | 5.34% | 96.7% | 75 | 33.33% | 0.7 |
|
| 2959 |
2959
Chesapeake Asset Management
New York
| $164M | +$2.86M | +2% | 1.77% | 153% | 83 | 13.25% | 1 |
|
| 2960 |
2960
Valicenti Advisory Services
Elmira,
New York
| $163M | +$9.49M | +6% | 1.67% | 134% | 54 | 12.96% | 1 |
|
| 2961 |
2961
First National Bank of Hutchinson
Hutchinson,
Kansas
| $163M | -$724K | -0.4% | 0.55% | 121% | 79 | 8.86% | 1.1 |
|
| 2962 |
2962
Glenview State Bank Trust Department
Glenview,
Illinois
| $163M | -$3.64M | -2% | 0.05% | 76.6% | 86 | 6.98% | 0.7 |
|
| 2963 |
2963
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $163M | -$7.23M | -4% | 0.38% | 95.4% | 30 | 3.33% | 1.2 |
|
| 2964 |
2964
Proffitt & Goodson
Knoxville,
Tennessee
| $163M | -$2.74M | -2% | 0.9% | 48.5% | 39 | 0% | 1.2 |
|
| 2965 |
2965
Permian Investment Partners
Dallas,
Texas
| $163M | +$9.9M | +6% | 2% | 78.6% | 9 | 0% | 0.6 |
|
| 2966 |
2966
Weik Capital Management
Wyomissing,
Pennsylvania
| $163M | -$537K | -0.3% | 1.11% | 66.9% | 112 | 8.93% | 1.1 |
|
| 2967 |
2967
RIT Capital Partners
London,
United Kingdom
| $163M | -$18.7M | -10% | 6.13% | 71.4% | 10 | 70% | 0.5 |
|
| 2968 |
2968
Lime Rock Management
Westport,
Connecticut
| $163M | +$20.4M | +14% | 1.61% | 40.2% | 3 | 33.33% | 0.8 |
|
| 2969 |
2969
Spectrum Management Group
Indianapolis,
Indiana
| $162M | +$1.28M | +0.8% | 1.05% | 44% | 146 | 14.38% | 0.7 |
|
| 2970 |
PA
2970
Para Advisors
New York
| $162M | -$10.2M | -6% | 0.26% | 19.4% | 47 | 65.96% | 0.2 |
|
| 2971 |
MA
2971
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $162M | -$14.1M | -8% | 7.04% | 166% | 79 | 6.33% | 1.1 |
|
| 2972 |
2972
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $162M | -$6.17M | -4% | 0.04% | 82.6% | 100 | 7% | 1.1 |
|
| 2973 |
2973
Hudock Inc
Williamsport,
Pennsylvania
| $162M | +$74.3M | +85% | 2.13% | 69.7% | 643 | 14.46% | 1 |
|
| 2974 |
DVC
2974
Deer VI & Co
Larchmont,
New York
| $162M | -$18.6M | -10% | 2.98% | 1,560% | 3 | 0% | 1.3 |
|
| 2975 |
GA
2975
Gagnon Advisors
New York
| $162M | +$1.79M | +1% | 4.91% | 129% | 26 | 7.69% | 0.6 |
|