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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Davis Rea
Toronto,
Ontario, Canada
| $336M | +$129M | +63% | 17.4% | 66.9% | 45 | 6.67% | 5.5 |
|
| 3327 |
3327
Monarch Capital Management
Fort Wayne,
Indiana
| $336M | -$42.5M | -11% | 9.99% | 77% | 128 | 9.38% | 6 |
|
| 3328 |
3328
Wilson Asset Management
Sydney,
Australia
| $335M | -$65.5M | -16% | 15.4% | 60.7% | 34 | 17.65% | 0.2 |
|
| 3329 |
3329
Marietta Investment Partners
Milwaukee,
Wisconsin
| $335M | -$102M | -23% | 14% | 160% | 187 | 13.37% | 4 |
|
| 3330 |
3330
SFE Investment Counsel
Los Angeles,
California
| $335M | -$59.7M | -15% | 14.3% | 105% | 124 | 4.84% | 4.7 |
|
| 3331 |
3331
Canal Capital Management
Richmond,
Virginia
| $335M | -$35.3M | -10% | 15.5% | 67.8% | 153 | 16.34% | 3.3 |
|
| 3332 |
3332
TFC Financial Management
Boston,
Massachusetts
| $335M | -$15.2M | -4% | 14% | 60% | 575 | 8% | 1.5 |
|
| 3333 |
3333
Schnieders Capital Management
Pasadena,
California
| $335M | -$84.3M | -20% | 12.7% | 103% | 205 | 14.15% | 5 |
|
| 3334 |
BCA
3334
Bray Capital Advisors
Naples,
Florida
| $335M | -$54.1M | -14% | 12.5% | 36.6% | 283 | 6.71% | 4.3 |
|
| 3335 |
3335
First PREMIER Bank
Sioux Falls,
South Dakota
| $335M | -$44.5M | -12% | 11.2% | 63% | 412 | 12.62% | 3.3 |
|
| 3336 |
3336
Hexagon Capital Partners
Rogers,
Arkansas
| $334M | -$44.3M | -12% | 16.8% | 104% | 1,293 | 24.59% | 1.1 |
|
| 3337 |
SL
3337
SWF LLC
Omaha,
Nebraska
| $334M | -$126M | -27% | 22.1% | 87.4% | 2 | 0% | 4.5 |
|
| 3338 |
3338
Pettinga Financial Advisors
Evansville,
Indiana
| $334M | -$65.7M | -16% | 14.1% | 78.1% | 116 | 21.55% | 2.1 |
|
| 3339 |
3339
Barry Investment Advisors
New Bedford,
Massachusetts
| $333M | -$43.1M | -11% | 9.14% | 66.7% | 136 | 19.85% | 2.7 |
|
| 3340 |
BPIH
3340
Broad Peak Investment Holdings
Singapore
| $333M | +$124M | +59% | 0.82% | 52.2% | 16 | 68.75% | 0.4 |
|
| 3341 |
3341
Trivium Point Advisory
Westport,
Connecticut
| $333M | -$117M | -26% | 15.3% | 106% | 244 | 25% | 2 |
|
| 3342 |
3342
CFM Wealth Partners
Austin,
Texas
| $333M | -$84.6M | -20% | 16.1% | 152% | 187 | 15.51% | 2 |
|
| 3343 |
3343
Investors Research Corp
Atlanta,
Georgia
| $333M | -$21.4M | -6% | 13.1% | 62.1% | 1,207 | 13.26% | 2.5 |
|
| 3344 |
3344
Goldstein Munger & Associates
San Ramon,
California
| $332M | -$53.6M | -14% | 14.7% | 11.9% | 36 | 8.33% | 6.4 |
|
| 3345 |
3345
Polunin Capital Partners
London,
United Kingdom
| $332M | -$25.5M | -7% | 3.43% | 268% | 14 | 28.57% | 0.4 |
|
| 3346 |
3346
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| $332M | +$79.8M | +32% | 6.03% | 15.7% | 3 | 66.67% | 0.3 |
|
| 3347 |
3347
Capco Asset Management
Tampa,
Florida
| $331M | -$56.4M | -15% | 17.9% | 46.1% | 26 | 15.38% | 3.7 |
|
| 3348 |
HWM
3348
HFR Wealth Management
Niskayuna,
New York
| $331M | -$46.8M | -12% | 12.1% | 47.5% | 61 | 1.64% | 1 |
|
| 3349 |
3349
Intersect Capital
San Ramon,
California
| $331M | -$190M | -37% | 13% | 57.2% | 462 | 30.74% | 2.4 |
|
| 3350 |
3350
Stamos Capital Partners
Menlo Park,
California
| $331M | +$31.1M | +10% | 11.3% | 36.7% | 117 | 26.5% | 0.7 |
|