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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
Strategic Point Investment Advisors
Providence,
Rhode Island
| $255M | -$13.1M | -5% | 5.58% | 51.9% | 20 | 10% | 1.9 |
|
| 2952 |
2952
Rowlandmiller & Partners
Atlanta,
Georgia
| $255M | +$14.4M | +6% | 7.82% | 84% | 130 | 3.85% | 2.5 |
|
| 2953 |
CL
2953
CIM LLC
Albany,
New York
| $255M | +$13.5M | +6% | 7.41% | 108% | 104 | 15.38% | 2.2 |
|
| 2954 |
2954
Rothschild Capital Partners
New York
| $255M | +$22.5M | +10% | 9.59% | 90.8% | 59 | 30.51% | 1.8 |
|
| 2955 |
2955
Nicholas Hoffman & Company
Atlanta,
Georgia
| $255M | +$17.4M | +7% | 6.31% | 65.1% | 173 | 9.25% | 1.2 |
|
| 2956 |
2956
Adirondack Research & Management
Guilderland,
New York
| $255M | -$1.19M | -0.5% | 2.45% | 47.8% | 116 | 14.66% | 2.5 |
|
| 2957 |
SM
2957
Salzhauer Michael
| $255M | +$21.4M | +9% | 8.89% | 107% | 171 | 8.19% | 2.6 |
|
| 2958 |
SCC
2958
Second Curve Capital
Radnor,
Pennsylvania
| $254M | +$4.73M | +2% | 11.6% | 160% | 29 | 20.69% | 2.4 |
|
| 2959 |
2959
St Louis Trust
Saint Louis,
Missouri
| $254M | +$28.4M | +13% | 4.61% | 71.4% | 91 | 41.76% | 1.1 |
|
| 2960 |
2960
WESCAP Management Group
Glendale,
California
| $254M | +$31.3M | +14% | 3.49% | 45.7% | 77 | 16.88% | 1.3 |
|
| 2961 |
OFG
2961
OTA Financial Group
Purchase,
New York
| $254M | +$72.4M | +40% | 10.6% | 320% | 100 | 84% | 0.2 |
|
| 2962 |
2962
Paragon Capital Management (Colorado)
Denver,
Colorado
| $253M | -$6.8M | -3% | 4.88% | 109% | 229 | 26.64% | 1.2 |
|
| 2963 |
2963
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $253M | +$14M | +6% | 5.09% | 52% | 598 | 8.36% | 2.9 |
|
| 2964 |
2964
Almanack Investment Partners
Wayne,
Pennsylvania
| $253M | +$47.1M | +23% | 3.71% | 77.8% | 193 | 29.02% | 0.5 |
|
| 2965 |
CRB
2965
Chad R. Baker
| $253M | -$1.03M | -0.4% | 6.05% | 123% | 60 | 6.67% | 1.7 |
|
| 2966 |
2966
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $253M | +$11.9M | +5% | 3.83% | 48.8% | 243 | 2.47% | 2.8 |
|
| 2967 |
2967
Hummer Winblad Equity Partners V
San Francisco,
California
| $253M | – | – | 0% | – | 1 | – | 0 |
|
| 2968 |
2968
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $253M | -$282K | -0.1% | 1.44% | 219% | 19 | 47.37% | 1.1 |
|
| 2969 |
2969
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $253M | +$15.1M | +6% | 7.69% | 81.8% | 64 | 7.81% | 3.5 |
|
| 2970 |
2970
Clean Yield Group
Norwich,
Vermont
| $253M | +$7.46M | +3% | 5.81% | 65% | 136 | 6.62% | 3.3 |
|
| 2971 |
2971
Hyperion Asset Management
Brisbane,
Australia
| $253M | – | – | 10.2% | 151% | 12 | – | 0 |
|
| 2972 |
2972
Old Second National Bank of Aurora
Aurora,
Illinois
| $253M | +$12.2M | +5% | 7.35% | 93.7% | 386 | 13.73% | 2.8 |
|
| 2973 |
2973
Patten Group
Chattanooga,
Tennessee
| $252M | +$5.28M | +2% | 4.77% | 88.1% | 675 | 10.22% | 2.2 |
|
| 2974 |
2974
Cutler Capital Management
Worcester,
Massachusetts
| $252M | +$27.7M | +12% | 0.87% | 39.7% | 111 | 21.62% | 1.8 |
|
| 2975 |
2975
Conrad N. Hilton Foundation
Agoura Hills,
California
| $252M | – | – | 4.18% | – | 6 | – | 0 |
|