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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
McNamara Financial Services
Marshfield,
Massachusetts
| $504M | +$39.6M | +9% | 7.46% | 42.6% | 94 | 7.45% | 4.1 |
|
| 3377 |
3377
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $504M | +$38.2M | +8% | 9.88% | 48.1% | 75 | 14.67% | 4.7 |
|
| 3378 |
3378
TCP Asset Management
Columbus,
Ohio
| $504M | +$56.9M | +13% | 9.24% | 65% | 98 | 14.29% | 1.7 |
|
| 3379 |
3379
Scarborough Advisors
Annapolis,
Maryland
| $504M | -$198M | -28% | 8.08% | 63.3% | 509 | 84.48% | 0.3 |
|
| 3380 |
3380
Twele Capital Management
Minnetonka,
Minnesota
| $504M | +$32.4M | +7% | 5.69% | 37.1% | 39 | 0% | 9.1 |
|
| 3381 |
3381
Pacific Sage Partners
Edmonds,
Washington
| $503M | +$59.2M | +13% | 11.4% | 58.9% | 117 | 10.26% | 1.8 |
|
| 3382 |
3382
Aristides Capital
Louisville,
Kentucky
| $503M | +$164M | +48% | 13.7% | 126% | 292 | 50% | 1.3 |
|
| 3383 |
CFSG
3383
Community Financial Services Group
Newport,
Vermont
| $503M | +$41.5M | +9% | 12.4% | – | 102 | 11.76% | 4.5 |
|
| 3384 |
3384
Iowa State Bank
Urbandale,
Iowa
| $502M | +$31.1M | +7% | 9.84% | 85.7% | 124 | 5.65% | 5.7 |
|
| 3385 |
3385
Avidity Partners Management
Dallas,
Texas
| $502M | -$22.7M | -4% | 7.61% | 492% | 84 | 53.57% | 1.1 |
|
| 3386 |
3386
Sentry LLC
Memphis,
Tennessee
| $502M | -$11.8M | -2% | 1.03% | 61.3% | 135 | 5.93% | 1.9 |
|
| 3387 |
CNBTD
3387
Citizens National Bank Trust Department
Meridian,
Mississippi
| $501M | +$33.3M | +7% | 10.2% | 114% | 403 | 7.44% | 3.3 |
|
| 3388 |
3388
America First Investment Advisors
Omaha,
Nebraska
| $501M | +$27.3M | +6% | 2.19% | 78.2% | 43 | 2.33% | 8.7 |
|
| 3389 |
3389
Land & Buildings Investment Management
Stamford,
Connecticut
| $501M | +$28.5M | +6% | 0.62% | 53.9% | 25 | 36% | 1.1 |
|
| 3390 |
3390
Leonard Rickey Investment Advisors
Yakima,
Washington
| $501M | +$36.9M | +8% | 7.02% | 55.9% | 116 | 10.34% | 3.4 |
|
| 3391 |
3391
Westover Capital Advisors
Wilmington,
Delaware
| $500M | +$50.1M | +11% | 16.7% | 144% | 244 | 13.11% | 2.9 |
|
| 3392 |
3392
Compass Rose Asset Management
New York
| $500M | +$180M | +56% | 3.58% | 41% | 31 | 64.52% | 0.3 |
|
| 3393 |
3393
Truvestments Capital
Sarasota,
Florida
| $500M | +$39.5M | +9% | 13.4% | 131% | 1,111 | 16.83% | 1.3 |
|
| 3394 |
3394
Raffa Wealth Management
Washington,
District of Columbia
| $500M | +$60.5M | +14% | 6.23% | 35.8% | 1,146 | 9.42% | 4.5 |
|
| 3395 |
3395
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $499M | +$23.8M | +5% | 5.88% | 55.7% | 137 | 4.38% | 8.8 |
|
| 3396 |
3396
Balboa Wealth Partners
Scottsdale,
Arizona
| $499M | +$84.5M | +20% | 19.9% | 214% | 413 | 29.54% | 1.3 |
|
| 3397 |
3397
Marotta Asset Management
Charlottesville,
Virginia
| $499M | -$10.7M | -2% | 7.12% | 51% | 119 | 18.49% | 4 |
|
| 3398 |
3398
VeraBank
Henderson,
Texas
| $499M | +$140M | +39% | 7.7% | 60.6% | 190 | 25.79% | 3.6 |
|
| 3399 |
3399
Studio Investment Management
Chicago,
Illinois
| $498M | +$14.3M | +3% | 4.9% | 51.3% | 326 | 48.77% | 2.7 |
|
| 3400 |
3400
Kahn Brothers Group
New York
| $498M | +$3.5M | +0.7% | 1.94% | 53.4% | 61 | 27.87% | 4.7 |
|