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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
FBT
3476
First Bank & Trust
Brookings,
South Dakota
| $307M | -$17.2M | -5% | 11.4% | 85.6% | 555 | 5.59% | 2.8 |
|
| 3477 |
3477
Renaissance Investment Group
Lenox,
Massachusetts
| $307M | -$34.8M | -10% | 15% | 99.6% | 83 | 1.2% | 5.5 |
|
| 3478 |
3478
Toronado Partners
San Francisco,
California
| $307M | -$32.8M | -10% | 15.7% | 158% | 11 | 9.09% | 2.4 |
|
| 3479 |
3479
Aquatic Capital Management
Chicago,
Illinois
| $307M | +$240M | +359% | 17.5% | 51.9% | 1,719 | 72.19% | 0.2 |
|
| 3480 |
3480
Harbour Capital Advisors
Tysons Corner,
Virginia
| $307M | -$58.8M | -16% | 14.1% | 168% | 249 | 24.9% | 2.2 |
|
| 3481 |
SC
3481
Saybrook Capital
Winston Salem,
North Carolina
| $307M | -$65M | -17% | 15.6% | 67.1% | 54 | 9.26% | 6.9 |
|
| 3482 |
3482
Univest Financial
Souderton,
Pennsylvania
| $307M | -$48.4M | -14% | 13% | 82.6% | 114 | 13.16% | 4.4 |
|
| 3483 |
3483
Valicenti Advisory Services
Elmira,
New York
| $306M | -$74M | -19% | 15.1% | 134% | 88 | 13.64% | 4.2 |
|
| 3484 |
3484
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $306M | -$60M | -16% | 13% | 78.3% | 219 | 10.05% | 5.6 |
|
| 3485 |
3485
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $306M | -$60.4M | -16% | 14.3% | 83.3% | 78 | 5.13% | 4.4 |
|
| 3486 |
3486
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $306M | -$42.5M | -12% | 13.6% | – | 176 | 19.89% | 1.9 |
|
| 3487 |
IC
3487
Immersion Capital
London,
United Kingdom
| $306M | -$439M | -59% | 20.8% | 63.4% | 8 | 62.5% | 1.8 |
|
| 3488 |
3488
Westwind Capital
Las Cruces,
New Mexico
| $306M | -$65.8M | -18% | 21.6% | 87.6% | 41 | 24.39% | 2.6 |
|
| 3489 |
3489
IAG Wealth Partners
Waukesha,
Wisconsin
| $306M | -$12.2M | -4% | 13.7% | 47.3% | 503 | 20.48% | 1.6 |
|
| 3490 |
ARG
3490
Advisory Resource Group
Tulsa,
Oklahoma
| $306M | -$15.7M | -5% | 11.6% | 66.5% | 153 | 19.61% | 1.6 |
|
| 3491 |
3491
Kowal Investment Group
Brookfield,
Wisconsin
| $305M | -$22.4M | -7% | 10.7% | 21.1% | 150 | 23.33% | 1 |
|
| 3492 |
3492
Harbourvest Partners
Boston,
Massachusetts
| $305M | -$185M | -38% | 31.3% | 8.96% | 68 | 11.76% | 1.1 |
|
| 3493 |
3493
Bornite Capital Management
New York
| $305M | -$23.1M | -7% | 16.1% | 208% | 27 | 62.96% | 0.3 |
|
| 3494 |
3494
Tamar Securities
Woodland Hills,
California
| $305M | -$53.7M | -15% | 16.2% | 84.8% | 62 | 14.52% | 1.6 |
|
| 3495 |
3495
Axar Capital Management
New York
| $305M | +$70.2M | +30% | 30.8% | 680% | 3 | 33.33% | 3.8 |
|
| 3496 |
3496
Revolve Wealth Partners
Hackensack,
New Jersey
| $305M | -$42M | -12% | 14.1% | 67.4% | 161 | 20.5% | 0.4 |
|
| 3497 |
NAH
3497
Neumann Advisory (HK)
Central,
Hong Kong
| $304M | -$148M | -33% | 25.4% | 77.3% | 16 | 0% | 2.2 |
|
| 3498 |
3498
Fractal Investments
Glastonbury,
Connecticut
| $304M | -$35.7M | -11% | 10.1% | 86.4% | 128 | 55.47% | 0.4 |
|
| 3499 |
3499
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $304M | -$54.4M | -15% | 14.7% | 71.4% | 165 | 11.52% | 2.2 |
|
| 3500 |
LHC
3500
Lodge Hill Capital
New York
| $304M | +$94.2M | +45% | 21.7% | 17.9% | 32 | 43.75% | 0.6 |
|