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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Gries Financial
Cleveland,
Ohio
| $371M | +$8.86M | +2% | 2.99% | 71.3% | 187 | 19.79% | 1.4 |
|
| 3277 |
3277
Perennial Advisors
New York
| $371M | -$21.5M | -5% | 2.75% | – | 117 | 8.55% | 3.9 |
|
| 3278 |
ARG
3278
Advisory Resource Group
Tulsa,
Oklahoma
| $371M | +$2.88M | +0.8% | 1.45% | 72% | 166 | 18.07% | 2.1 |
|
| 3279 |
3279
Kowal Investment Group
Brookfield,
Wisconsin
| $371M | -$3.38M | -0.9% | 3.1% | 21.1% | 164 | 10.98% | 1.7 |
|
| 3280 |
3280
Gibson Capital
Wexford,
Pennsylvania
| $370M | -$15M | -4% | 4.62% | 67.2% | 54 | 7.41% | 4.6 |
|
| 3281 |
3281
EAM Global Investors
Solana Beach,
California
| $370M | +$29.5M | +9% | 17% | 2,399% | 142 | 73.94% | 0.2 |
|
| 3282 |
3282
Wilkins Investment Counsel
Boston,
Massachusetts
| $370M | -$13M | -3% | 2.8% | 56.2% | 77 | 10.39% | 7.6 |
|
| 3283 |
3283
Great Diamond Partners
Portland,
Maine
| $369M | -$9.39M | -2% | 2.99% | 86.1% | 236 | 14.83% | 2.3 |
|
| 3284 |
3284
Patton Fund Management
Dallas,
Texas
| $369M | +$26.7M | +8% | 3.44% | 211% | 95 | 34.74% | 1.2 |
|
| 3285 |
3285
MONECO Advisors
Fairfield,
Connecticut
| $369M | +$1.1M | +0.3% | 2.95% | 70.5% | 359 | 12.81% | 2.2 |
|
| 3286 |
3286
Yakira Capital Management
Westport,
Connecticut
| $368M | -$8.6M | -2% | 4.9% | 74.1% | 435 | 31.49% | 1 |
|
| 3287 |
TAA
3287
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $368M | -$33.6M | -8% | 1.49% | 312% | 46 | 32.61% | 1.1 |
|
| 3288 |
3288
Summit Asset Management
Memphis,
Tennessee
| $368M | -$11.2M | -3% | 3.06% | 48.9% | 156 | 5.77% | 5.8 |
|
| 3289 |
3289
Sandia Investment Management
Boston,
Massachusetts
| $368M | -$83.9M | -19% | 0.44% | 20.5% | 337 | 70.03% | 0.3 |
|
| 3290 |
3290
New Hampshire Trust
Concord,
New Hampshire
| $368M | -$16.9M | -4% | 3.36% | 88.5% | 172 | 5.81% | 0.7 |
|
| 3291 |
3291
Miramar Capital
Northbrook,
Illinois
| $368M | -$26.5M | -7% | 4.64% | 47.3% | 81 | 22.22% | 2.8 |
|
| 3292 |
3292
Drexel Morgan & Co
Radnor,
Pennsylvania
| $368M | -$18M | -5% | 4.23% | 50.1% | 48 | 8.33% | 7.4 |
|
| 3293 |
3293
Bellwether Advisors
Lincoln,
Nebraska
| $367M | +$27.6M | +8% | 3.38% | 115% | 126 | 40.48% | 1.6 |
|
| 3294 |
3294
Kingfisher Capital
Charlotte,
North Carolina
| $367M | -$16.5M | -4% | 2.27% | 58.5% | 173 | 6.36% | 4.1 |
|
| 3295 |
3295
Lafayette Investments
Ashton,
Maryland
| $367M | -$13.6M | -4% | 1.47% | 77.9% | 131 | 6.11% | 4.5 |
|
| 3296 |
3296
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $367M | -$15.4M | -4% | 3.64% | 57.2% | 60 | 13.33% | 5 |
|
| 3297 |
3297
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $366M | -$31.1M | -8% | 0.24% | 110% | 24 | 20.83% | 0.9 |
|
| 3298 |
3298
Delta Air Lines
Atlanta,
Georgia
| $366M | +$53.7M | +17% | 13.8% | 5.3% | 5 | 0% | 1.6 |
|
| 3299 |
3299
Ipswich Investment Management
Beverly,
Massachusetts
| $366M | -$13.6M | -4% | 2.11% | 104% | 192 | 5.21% | 5.2 |
|
| 3300 |
3300
Heritage Investment Group
Pompano Beach,
Florida
| $366M | +$6.3M | +2% | 2.79% | 51.2% | 94 | 9.57% | 1.3 |
|