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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
Cahaba Wealth Management
Atlanta,
Georgia
| $245M | +$27.4M | +13% | 3.22% | 45.2% | 59 | 10.17% | 0.2 |
|
| 3027 |
3027
Gilman Hill Asset Management
New Canaan,
Connecticut
| $245M | +$1.31M | +0.5% | 2.57% | 54.2% | 180 | 10.56% | 2.7 |
|
| 3028 |
3028
HT Partners
Centerbrook,
Connecticut
| $245M | +$18.1M | +8% | 3.09% | 71.1% | 23 | 8.7% | 2.4 |
|
| 3029 |
3029
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $245M | +$15.7M | +7% | 5.61% | 109% | 132 | 8.33% | 3 |
|
| 3030 |
3030
Capital City Trust
Tallahassee,
Florida
| $245M | -$11M | -4% | 5.9% | 98.5% | 104 | 11.54% | 3.4 |
|
| 3031 |
3031
Roble Belko & Company
Sewickley,
Pennsylvania
| $245M | +$19.1M | +8% | 4.07% | 53.3% | 339 | 14.75% | 1.7 |
|
| 3032 |
CPH
3032
C Partners Holding
Zurich,
Switzerland
| $245M | -$103M | -30% | 6.33% | 25.6% | 257 | 94.94% | 0.1 |
|
| 3033 |
3033
Northwest Bancshares
Warren,
Pennsylvania
| $245M | – | – | 5.62% | 84.8% | 140 | – | 0 |
|
| 3034 |
3034
BCWM LLC
Overland Park,
Kansas
| $245M | +$6.32M | +3% | 4.17% | – | 71 | 8.45% | 2.5 |
|
| 3035 |
SA
3035
Strategic Advisors
New York
| $245M | +$14.1M | +6% | 6.38% | 106% | 153 | 17.65% | 2.6 |
|
| 3036 |
3036
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $244M | +$11.3M | +5% | 4.08% | 41.6% | 47 | 6.38% | 3.9 |
|
| 3037 |
3037
Legacy Financial Advisors
Covington,
Kentucky
| $244M | – | – | 4.68% | 86.3% | 888 | – | 0 |
|
| 3038 |
GCM
3038
Grisanti Capital Management
New York
| $243M | +$93K | +0% | 4.38% | 17.9% | 84 | 32.14% | 1.6 |
|
| 3039 |
3039
Cutter & Co Brokerage
Ballwin,
Missouri
| $243M | -$8.95M | -4% | 6.39% | 40.4% | 293 | 23.55% | 2.1 |
|
| 3040 |
3040
Bank of Stockton
Stockton,
California
| $243M | +$24M | +11% | 5.83% | 99.2% | 121 | 18.18% | 3 |
|
| 3041 |
WCMN
3041
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $243M | +$9.8M | +4% | 9.32% | 121% | 36 | 0% | 3.5 |
|
| 3042 |
QCMA
3042
Quad Capital Management Advisors
New York
| $243M | -$245M | -50% | 1.76% | – | 166 | 90.36% | 0 |
|
| 3043 |
LCM
3043
Lafitte Capital Management
Austin,
Texas
| $243M | +$62.7M | +35% | 20.7% | 55.2% | 16 | 37.5% | 1.7 |
|
| 3044 |
MJP
3044
Michael J. Puzo
| $243M | +$50.5M | +26% | 5.11% | 90.3% | 83 | 13.25% | 3.4 |
|
| 3045 |
DIM
3045
DC Investments Management
Mclean,
Virginia
| $243M | – | – | 4.14% | 56.3% | 307 | – | 0 |
|
| 3046 |
3046
Court Place Advisors
Ellicott City,
Maryland
| $242M | +$17.7M | +8% | 8.06% | 92% | 174 | 7.47% | 2.9 |
|
| 3047 |
YRHAM
3047
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $242M | – | – | 5.22% | 2,310% | 12 | – | 0 |
|
| 3048 |
3048
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $242M | +$11.4M | +5% | 9.63% | 174% | 152 | 5.26% | 3.3 |
|
| 3049 |
3049
Trust Company
Manhattan,
Kansas
| $242M | +$60.4M | +33% | 4.11% | 40.6% | 389 | 24.68% | 1.8 |
|
| 3050 |
NAMP
3050
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $242M | +$13.9M | +6% | 7.32% | 90.2% | 110 | 6.36% | 3.3 |
|