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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $221M | -$23M | -9% | 12.3% | 116% | 195 | 11.79% | 0.8 |
|
| 3102 |
EGA
3102
E&G Advisors
Houston,
Texas
| $221M | -$42M | -16% | 12.1% | 97.7% | 210 | 14.29% | 2.2 |
|
| 3103 |
3103
Cutler Capital Management
Worcester,
Massachusetts
| $221M | -$13.5M | -6% | 6.03% | 39.7% | 99 | 17.17% | 2.1 |
|
| 3104 |
3104
Standard General
New York
| $221M | -$83.8M | -28% | 25% | 259% | 6 | 33.33% | 1.3 |
|
| 3105 |
3105
Plancorp LLC
Saint Louis,
Missouri
| $220M | -$33.7M | -13% | 11.9% | 67.3% | 182 | 18.68% | 2.1 |
|
| 3106 |
3106
BFSG LLC
Irvine,
California
| $220M | -$17M | -7% | 7.82% | 81.9% | 131 | 36.64% | 1.5 |
|
| 3107 |
PLFAM
3107
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $220M | -$27.9M | -11% | 9.44% | 81.6% | 105 | 6.67% | 3.7 |
|
| 3108 |
3108
TIAA Kaspick
Boston,
Massachusetts
| $220M | – | – | 11.1% | 45.9% | 13 | – | 0 |
|
| 3109 |
BA
3109
BKS Advisors
Southfield,
Michigan
| $220M | -$52.1M | -19% | 13.4% | 58% | 233 | 21.03% | 2.5 |
|
| 3110 |
3110
KMG Fiduciary Partners
Toledo,
Ohio
| $220M | – | – | 10.6% | 114% | 100 | – | 0 |
|
| 3111 |
3111
Hamilton Capital
Columbus,
Ohio
| $220M | -$53.6M | -20% | 8.63% | – | 37 | 32.43% | 0.7 |
|
| 3112 |
3112
Capital City Trust
Tallahassee,
Florida
| $220M | -$29.7M | -12% | 8.43% | 98.5% | 98 | 3.06% | 4.4 |
|
| 3113 |
3113
Court Place Advisors
Ellicott City,
Maryland
| $220M | -$44.2M | -17% | 12.6% | 92% | 185 | 14.05% | 3.6 |
|
| 3114 |
3114
Outlook Wealth Advisors
Shenandoah,
Texas
| $219M | – | – | 12.1% | 70% | 175 | – | 0 |
|
| 3115 |
3115
Rosenblum Silverman Sutton
San Francisco,
California
| $219M | -$82.6M | -27% | 19% | 90.1% | 62 | 4.84% | 2.9 |
|
| 3116 |
3116
Diameter Capital Partners
New York
| $219M | -$739M | -77% | 16.2% | 378% | 34 | 79.41% | 0.2 |
|
| 3117 |
3117
Ellis Investment Partners
Berwyn,
Pennsylvania
| $219M | – | – | 13.4% | 70.8% | 148 | – | 0 |
|
| 3118 |
3118
Peavine Capital
Reno,
Nevada
| $219M | +$1.37M | +0.6% | 8.63% | 30.8% | 25 | 28% | 3.3 |
|
| 3119 |
3119
Evolution Wealth Advisors
Aventura,
Florida
| $219M | – | – | 11.4% | 84.5% | 141 | – | 0 |
|
| 3120 |
3120
IBEX Wealth Advisors
Bedminster,
New Jersey
| $219M | -$60.4M | -22% | 8.56% | 221% | 106 | 48.11% | 1 |
|
| 3121 |
3121
Mirova
Paris,
France
| $219M | – | – | 10.4% | 64.6% | 95 | – | 0 |
|
| 3122 |
3122
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $218M | -$30M | -12% | 12.6% | 137% | 145 | 12.41% | 1 |
|
| 3123 |
3123
HughesLittle Investment Management
Vancouver,
| $218M | -$34.3M | -14% | 13.1% | 106% | 21 | 19.05% | 3.6 |
|
| 3124 |
3124
Foresite Capital Management IV
Larkspur,
California
| $218M | -$87.2M | -29% | 21.8% | 151% | 26 | 50% | 0.6 |
|
| 3125 |
3125
Cypress Capital
Franklin,
Tennessee
| $217M | – | – | 8.15% | 43.6% | 70 | – | 0 |
|