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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
RA
3026
RiverPark Advisors
New York
| $181M | +$2.84M | +2% | 1.53% | 87.5% | 52 | 13.46% | 1.4 |
|
| 3027 |
CFA
3027
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $181M | +$48.3M | +37% | 1.32% | – | 657 | 22.83% | 0.8 |
|
| 3028 |
RP
3028
Realm Partners
New York
| $181M | +$50.9M | +39% | 5.68% | – | 49 | 65.31% | 0.3 |
|
| 3029 |
FNBOH
3029
First National Bank of Hutchinson
Hutchinson,
Kansas
| $180M | +$6.75M | +4% | 3.56% | 121% | 87 | 21.84% | 1.4 |
|
| 3030 |
3030
Algert Global
San Francisco,
California
| $180M | +$11.4M | +7% | 7.41% | 194% | 386 | 44.82% | 0.6 |
|
| 3031 |
AIA
3031
Arbor Investment Advisors
Winston Salem,
North Carolina
| $180M | +$2.85M | +2% | 2.21% | 44.3% | 48 | 8.33% | 1.5 |
|
| 3032 |
SM
3032
Selkirk Management
Chatham,
New Jersey
| $180M | +$12.7M | +8% | 9.95% | 245% | 22 | 13.64% | 1.4 |
|
| 3033 |
BMM
3033
Buffington Mohr McNeal
Boise,
Idaho
| $180M | +$6.05M | +3% | 0.11% | 29.3% | 97 | 26.8% | 1.1 |
|
| 3034 |
BP
3034
Bandera Partners
New York
| $180M | +$16.5M | +10% | 7.07% | 55.4% | 17 | 23.53% | 1.3 |
|
| 3035 |
CFA
3035
Camarda Financial Advisors
Fleming Island,
Florida
| $180M | +$22.3M | +14% | 3.27% | 196% | 325 | 39.69% | 0.8 |
|
| 3036 |
CCM
3036
Compton Capital Management
Providence,
Rhode Island
| $180M | -$3.78M | -2% | 1.21% | 75.6% | 144 | 4.86% | 1.6 |
|
| 3037 |
NRCM
3037
Northern Right Capital Management
Darien,
Connecticut
| $180M | -$20.6M | -10% | 2.98% | 187% | 14 | 0% | 1.1 |
|
| 3038 |
TCB
3038
Texas Capital Bancshares
Dallas,
Texas
| $180M | -$5.7M | -3% | 1.97% | 175% | 185 | 12.97% | 1.1 |
|
| 3039 |
CBN
3039
Cadence Bank NA
Houston,
Texas
| $179M | -$8.01M | -4% | 2.14% | 33.3% | 176 | 17.61% | 1.3 |
|
| 3040 |
3040
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $179M | -$252M | -58% | 2.25% | 58.1% | 578 | 98.62% | 0.7 |
|
| 3041 |
KSCM
3041
King Street Capital Management
New York
| $179M | -$393M | -69% | 2.71% | 140% | 20 | 50% | 0.8 |
|
| 3042 |
LS
3042
Lattice Strategies
Wayne,
Pennsylvania
| $179M | -$1.29M | -0.7% | 0.45% | 19.9% | 104 | 20.19% | 1.4 |
|
| 3043 |
3043
Mariner Independent Advisor Network
Overland Park,
Kansas
| $179M | -$36.8M | -17% | 2.3% | 39.5% | 179 | 59.78% | 0.6 |
|
| 3044 |
CO
3044
Caldwell & Orkin
Norcross,
Georgia
| $179M | +$876K | +0.5% | 9.18% | 137% | 109 | 61.47% | 0.3 |
|
| 3045 |
AA
3045
AlphaMark Advisors
Ft. Wright,
Kentucky
| $179M | +$16.8M | +10% | 4.53% | 26.4% | 327 | 16.21% | 1.3 |
|
| 3046 |
TCM
3046
Trafelet Capital Management
New York
| $179M | +$20.5M | +13% | 7.88% | 101% | 19 | 31.58% | 0.8 |
|
| 3047 |
SV
3047
Stilwell Value
New York
| $179M | – | – | 3.47% | 87.9% | 52 | – | 0 |
|
| 3048 |
RPM
3048
Ridgemont Partners Management
Charlotte,
North Carolina
| $179M | -$55.6M | -24% | 4.73% | 45.6% | 6 | 0% | 1.3 |
|
| 3049 |
MC
3049
MRJ Capital
New York
| $178M | -$1.82M | -1% | 0.1% | 127% | 56 | 10.71% | 1.3 |
|
| 3050 |
AMIM
3050
Aull & Monroe Investment Management
Mobile,
Alabama
| $178M | -$5.94M | -3% | 1.69% | 96.6% | 127 | 7.87% | 1.5 |
|