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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $330M | -$118M | -26% | 9.66% | 82.9% | 109 | 33.03% | 2.6 |
|
| 3352 |
3352
Shelter Mutual Insurance
Columbia,
Missouri
| $330M | -$51.2M | -13% | 12.2% | 51.2% | 55 | 5.45% | 5.1 |
|
| 3353 |
3353
Recurrent Investment Advisors
Houston,
Texas
| $330M | +$14.8M | +5% | 5% | 99.7% | 49 | 18.37% | 1.8 |
|
| 3354 |
3354
Brian C. Broderick
| $330M | -$61.7M | -16% | 12.6% | 98.6% | 75 | 5.33% | 6.3 |
|
| 3355 |
3355
Oracle Investment Management
Greenwich,
Connecticut
| $329M | -$177M | -35% | 1.83% | 865% | 42 | 59.52% | 2.9 |
|
| 3356 |
3356
Permit Capital
West Conshohocken,
Pennsylvania
| $329M | -$43.4M | -12% | 12.1% | 121% | 30 | 10% | 4.2 |
|
| 3357 |
3357
Avalon Global Asset Management
San Francisco,
California
| $329M | -$103M | -24% | 25.9% | 278% | 59 | 52.54% | 2.4 |
|
| 3358 |
3358
Community Bank of Raymore
Raymore,
Missouri
| $329M | -$29.4M | -8% | 11.5% | 91.9% | 72 | 16.67% | 4.3 |
|
| 3359 |
3359
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $329M | -$8.23M | -2% | 4.6% | 52.1% | 105 | 9.52% | 3.1 |
|
| 3360 |
3360
GFG Capital
Miami,
Florida
| $328M | -$8.68M | -3% | 16% | 152% | 162 | 25.31% | 1.4 |
|
| 3361 |
MCG
3361
McCollum Christoferson Group
Amherst,
New York
| $328M | -$76.6M | -19% | 15.2% | 59.4% | 75 | 14.67% | 3.4 |
|
| 3362 |
3362
Farmers & Merchants Trust Company
Long Beach,
California
| $328M | -$56.3M | -15% | 10.7% | 79.8% | 180 | 14.44% | 2.9 |
|
| 3363 |
WCMN
3363
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $328M | -$60.1M | -16% | 12.4% | 121% | 56 | 12.5% | 5 |
|
| 3364 |
3364
Cloverfields Capital Group
Minneapolis,
Minnesota
| $328M | +$7.72M | +2% | 8.56% | 101% | 78 | 28.21% | 0.8 |
|
| 3365 |
3365
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $327M | -$47M | -13% | 14.5% | 73.6% | 2,022 | 10.14% | 3.6 |
|
| 3366 |
3366
Paradigm Asset Management
New York
| $327M | -$53.6M | -14% | 8.55% | 73.8% | 527 | 51.61% | 1.4 |
|
| 3367 |
NIC
3367
Northwest Investment Counselors
Lake Oswego,
Oregon
| $326M | -$52.6M | -14% | 13.5% | 32.4% | 629 | 13.67% | 2 |
|
| 3368 |
3368
Harber Asset Management
Asheville,
North Carolina
| $326M | -$65.1M | -17% | 16.4% | 63.6% | 42 | 35.71% | 0.9 |
|
| 3369 |
3369
Bell Investment Advisors
Oakland,
California
| $326M | – | – | 9.66% | 41% | 1,879 | – | 0.6 |
|
| 3370 |
3370
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $326M | -$69.8M | -18% | 11.3% | 72.5% | 93 | 18.28% | 2.6 |
|
| 3371 |
3371
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $326M | -$27.2M | -8% | 14.4% | 56.3% | 88 | 9.09% | 2.7 |
|
| 3372 |
3372
Welch Capital Partners
Harrison,
New York
| $325M | -$88.7M | -21% | 17.5% | 79.2% | 39 | 15.38% | 2.5 |
|
| 3373 |
3373
Coastal Bridge Advisors
Westport,
Connecticut
| $325M | -$109M | -25% | 18.1% | 88.1% | 187 | 20.86% | 3.2 |
|
| 3374 |
3374
Strategy Asset Managers
Pasadena,
California
| $325M | -$137M | -30% | 13.9% | 115% | 259 | 40.93% | 2.8 |
|
| 3375 |
3375
Silverarc Capital Management
Boston,
Massachusetts
| $325M | +$83.1M | +34% | 5.15% | 2,765% | 91 | 47.25% | 0.7 |
|