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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Northwest Bancshares
Warren,
Pennsylvania
| $439M | -$1.96M | -0.4% | 0.84% | 84.8% | 245 | 8.57% | 2.1 |
|
| 3052 |
ECM
3052
Endurant Capital Management
San Mateo,
California
| $439M | +$75.3M | +21% | 2.52% | 18.4% | 73 | 49.32% | 0.6 |
|
| 3053 |
3053
Kavar Capital Partners Group
Leawood,
Kansas
| $439M | +$24.5M | +6% | 0.52% | 77.2% | 174 | 15.52% | 3.4 |
|
| 3054 |
3054
Dow Chemical Company
Midland,
Michigan
| $438M | -$453M | -51% | 3.51% | 29.4% | 11 | 9.09% | 1.3 |
|
| 3055 |
3055
Rosenblum Silverman Sutton
San Francisco,
California
| $437M | -$7.39M | -2% | 1.32% | 90.1% | 71 | 2.82% | 3.8 |
|
| 3056 |
3056
SlateStone Wealth
Jupiter,
Florida
| $437M | -$606K | -0.1% | 0.52% | 79.1% | 177 | 7.91% | 1.8 |
|
| 3057 |
3057
Marietta Investment Partners
Milwaukee,
Wisconsin
| $436M | -$2.52M | -0.6% | 2.08% | 160% | 189 | 10.05% | 3.3 |
|
| 3058 |
3058
Ackerman Capital Advisors
Dallas,
Texas
| $436M | +$8.85M | +2% | 1.35% | 46.4% | 145 | 37.93% | 1.2 |
|
| 3059 |
3059
Robotti Robert
| $436M | +$37.5M | +9% | 10.1% | 107% | 77 | 9.09% | 3.1 |
|
| 3060 |
3060
Sompo Asset Management
Tokyo,
Japan
| $435M | -$53M | -11% | 1.31% | 84.7% | 154 | 10.39% | 2.2 |
|
| 3061 |
3061
Solus Alternative Asset Management
Summit,
New Jersey
| $435M | +$69.1M | +19% | 4.63% | 79.3% | 12 | 8.33% | 1 |
|
| 3062 |
3062
Inspirion Wealth Advisors
Libertyville,
Illinois
| $435M | +$28.9M | +7% | 3.35% | 52.5% | 91 | 9.89% | 3.9 |
|
| 3063 |
3063
Financial Advisors Network
Tustin,
California
| $434M | +$95M | +28% | 1.2% | – | 151 | 21.19% | 1.9 |
|
| 3064 |
3064
New England Investment & Retirement Group
North Andover,
Massachusetts
| $434M | -$26.1M | -6% | 1.18% | 72.5% | 113 | 13.27% | 1.5 |
|
| 3065 |
3065
Paradigm Financial Advisors
Des Peres,
Missouri
| $434M | -$15.8M | -4% | 1.3% | 114% | 250 | 16.4% | 2.5 |
|
| 3066 |
3066
PDS Planning
Dublin,
Ohio
| $433M | +$22.7M | +6% | 1.5% | 69.1% | 218 | 11.93% | 1.8 |
|
| 3067 |
3067
Financial Management Professionals
Austin,
Texas
| $433M | +$44.8M | +12% | 0.74% | 67.3% | 1,099 | 25.84% | 1.7 |
|
| 3068 |
3068
Viridian RIA
Bothell,
Washington
| $433M | -$2.04M | -0.5% | 1.54% | 63.1% | 17 | 41.18% | 1.4 |
|
| 3069 |
ARMC
3069
American Research & Management Company
Marion,
Massachusetts
| $433M | -$5.74M | -1% | 0.95% | 35.1% | 403 | 8.44% | 4.4 |
|
| 3070 |
3070
Covalis Capital
London,
United Kingdom
| $433M | +$124M | +40% | 2.9% | 37.9% | 151 | 35.76% | 0.2 |
|
| 3071 |
3071
Hanson & Doremus Investment Management
Burlington,
Vermont
| $433M | +$97.7M | +29% | 1.65% | 86.3% | 530 | 30% | 4.5 |
|
| 3072 |
3072
Cumberland Advisors
Sarasota,
Florida
| $433M | +$6.27M | +1% | 1.39% | 80.7% | 65 | 9.23% | 2.6 |
|
| 3073 |
3073
Coastal Bridge Advisors
Westport,
Connecticut
| $433M | -$55.2M | -11% | 3.77% | 88.1% | 156 | 12.18% | 3 |
|
| 3074 |
3074
Zhang Financial
Portage,
Michigan
| $432M | +$24.8M | +6% | 0.87% | 67.9% | 173 | 21.97% | 3.1 |
|
| 3075 |
3075
Adams Natural Resources Fund
Baltimore,
Maryland
| $432M | -$11.6M | -3% | 2.13% | 50.6% | 56 | 5.36% | 4.7 |
|