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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 |
3026
New England Investment & Retirement Group
North Andover,
Massachusetts
| $182M | +$13.2M | +8% | 2.9% | 72.5% | 56 | 8.93% | 1.6 |
|
| 3027 |
3027
Salem Capital Management
Woburn,
Massachusetts
| $182M | +$8.9M | +5% | 4.38% | 32.3% | 70 | 12.86% | 2.9 |
|
| 3028 |
3028
Cat Rock Capital Management
Greenwich,
Connecticut
| $182M | -$14.7M | -7% | 5.63% | 66.7% | 11 | 45.45% | 0.6 |
|
| 3029 |
3029
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $182M | -$8.66M | -5% | 6.81% | 32.7% | 1 | 0% | 2.8 |
|
| 3030 |
3030
Montage Investments
Leawood,
Kansas
| $182M | +$39.1M | +27% | 4.75% | – | 195 | 31.28% | 0.4 |
|
| 3031 |
3031
Zhang Financial
Portage,
Michigan
| $182M | +$102K | +0.1% | 2.97% | 67.9% | 78 | 8.97% | 2.5 |
|
| 3032 |
3032
StrategIQ Financial Group
Merrillville,
Indiana
| $182M | +$11.4M | +7% | 2.66% | 12.6% | 112 | 9.82% | 0.5 |
|
| 3033 |
3033
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $182M | +$1.9M | +1% | 1.75% | 101% | 110 | 10% | 2.3 |
|
| 3034 |
3034
Edgestream Partners
Princeton,
New Jersey
| $182M | +$107M | +144% | 3.11% | 41.7% | 139 | 78.42% | 0.2 |
|
| 3035 |
3035
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $181M | +$1.73M | +1% | 2.58% | 92% | 146 | 9.59% | 1.9 |
|
| 3036 |
3036
Harbourvest Partners
Boston,
Massachusetts
| $181M | -$26.2M | -13% | 2.47% | 8.96% | 23 | 69.57% | 1.1 |
|
| 3037 |
3037
FSI Group
Cincinnati,
Ohio
| $181M | +$17.4M | +11% | 11.9% | 44.1% | 65 | 38.46% | 0.9 |
|
| 3038 |
3038
River Wealth Advisors
Camp Hill,
Pennsylvania
| $181M | +$6.71M | +4% | 3.56% | 80.3% | 155 | 7.1% | 1.3 |
|
| 3039 |
3039
Gladius Capital Management
Chicago,
Illinois
| $181M | +$5.85M | +3% | 3.3% | 78% | 2 | 0% | 2.8 |
|
| 3040 |
UIM
3040
Underhill Investment Management
Greenbrae,
California
| $181M | -$4.62M | -2% | 2.77% | 59.8% | 22 | 13.64% | 1.7 |
|
| 3041 |
3041
CWA Asset Management Group
Naples,
Florida
| $180M | +$16.5M | +10% | 6.55% | – | 150 | 16% | 0.5 |
|
| 3042 |
3042
Shah Capital Management
Raleigh,
North Carolina
| $180M | +$37.5M | +26% | 24.8% | 287% | 19 | 15.79% | 1.4 |
|
| 3043 |
3043
Court Place Advisors
Ellicott City,
Maryland
| $180M | +$7.3M | +4% | 2.81% | 92% | 144 | 4.17% | 2.2 |
|
| 3044 |
3044
Cumberland Advisors
Sarasota,
Florida
| $180M | +$17.2M | +11% | 6.16% | 73.5% | 61 | 24.59% | 1.1 |
|
| 3045 |
3045
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $179M | -$3.51M | -2% | 2.82% | 83.3% | 87 | 9.2% | 0.5 |
|
| 3046 |
3046
McNamara Financial Services
Marshfield,
Massachusetts
| $179M | +$8.49M | +5% | 3.8% | 42.6% | 33 | 3.03% | 0.6 |
|
| 3047 |
3047
Prentiss Smith & Co
Brattleboro,
Vermont
| $179M | +$1.34M | +0.8% | 3.02% | 63.9% | 279 | 10.04% | 2.2 |
|
| 3048 |
3048
InvenTrust Properties
Downers Grove,
Illinois
| $179M | -$10.5M | -6% | 5.29% | 7.56% | 21 | 0% | 1.4 |
|
| 3049 |
3049
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $179M | +$1.09M | +0.6% | 1.49% | 88.9% | 56 | 1.79% | 2.2 |
|
| 3050 |
3050
Kora Management
Brooklyn,
New York
| $179M | +$51M | +40% | 17.3% | 307% | 11 | 45.45% | 0.4 |
|