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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Chase Investment Counsel
Charlottesville,
Virginia
| $194M | +$26.7M | +16% | 20.5% | 350% | 113 | 34.51% | 1.3 |
|
| 3527 |
PCA
3527
Prospect Capital Advisors
Sausalito,
California
| $194M | +$25.7M | +15% | 23.9% | 202% | 32 | 37.5% | 1.5 |
|
| 3528 |
3528
CNB Bank
Clearfield,
Pennsylvania
| $194M | +$37.2M | +24% | 11.9% | 91.6% | 402 | 20.65% | 0.9 |
|
| 3529 |
3529
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $194M | +$15.6M | +9% | 11.4% | 60.5% | 46 | 6.52% | 4.3 |
|
| 3530 |
3530
Crossvault Capital Management
San Antonio,
Texas
| $194M | +$17.8M | +10% | 14.3% | 56.4% | 83 | 15.66% | 2.8 |
|
| 3531 |
DCM
3531
DeGreen Capital Management
Scottsdale,
Arizona
| $194M | +$11.1M | +6% | 8.15% | 28.5% | 23 | 21.74% | 1.4 |
|
| 3532 |
3532
Ironwood Financial
Tucson,
Arizona
| $193M | +$15.3M | +9% | 8.37% | 54.1% | 395 | 4.05% | 2.5 |
|
| 3533 |
3533
Cruiser Capital Advisors
Stamford,
Connecticut
| $193M | +$41.3M | +27% | 9.6% | 192% | 49 | 51.02% | 0.6 |
|
| 3534 |
ITIM
3534
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $193M | +$14.1M | +8% | 7.87% | 114% | 124 | 11.29% | 4.3 |
|
| 3535 |
3535
Cowen Prime Advisors
New York
| $193M | +$27M | +16% | 21.6% | 116% | 197 | 21.83% | 3.6 |
|
| 3536 |
3536
Hudson Way Capital Management
Dallas,
Texas
| $193M | +$21.7M | +13% | 21.3% | 51.3% | 19 | 47.37% | 0.8 |
|
| 3537 |
3537
Foresters Asset Management
Toronto,
Ontario, Canada
| $193M | +$12.9M | +7% | 14.4% | 55.6% | 56 | 12.5% | 2.2 |
|
| 3538 |
3538
Security National Bank
Omaha,
Nebraska
| $193M | +$32.4M | +20% | 12.4% | 125% | 75 | 17.33% | 1.4 |
|
| 3539 |
3539
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $193M | +$20.7M | +12% | 10% | 67.5% | 801 | 18.48% | 0.2 |
|
| 3540 |
3540
Westover Capital Advisors
Wilmington,
Delaware
| $193M | +$32.7M | +20% | 11.9% | 144% | 136 | 23.53% | 1.6 |
|
| 3541 |
3541
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $192M | +$22.9M | +13% | 13.3% | 87.3% | 71 | 5.63% | 4.8 |
|
| 3542 |
3542
Shah Capital Management
Raleigh,
North Carolina
| $192M | +$22.8M | +13% | 31.8% | 287% | 16 | 18.75% | 2.9 |
|
| 3543 |
3543
Boston Standard Wealth Management
Winchester,
Massachusetts
| $192M | +$24.1M | +14% | 9.6% | 47.1% | 33 | 15.15% | 2.1 |
|
| 3544 |
3544
Maytus Capital Management
New York
| $192M | +$8.35M | +5% | 22.2% | 442% | 69 | 69.57% | 0.1 |
|
| 3545 |
3545
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $192M | +$33.6M | +21% | 9.94% | 57.9% | 230 | 79.57% | 0.3 |
|
| 3546 |
3546
Tenzing Global Management
San Francisco,
California
| $192M | +$36.3M | +23% | 27.8% | 273% | 24 | 45.83% | 0.9 |
|
| 3547 |
3547
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $192M | +$21.7M | +13% | 12.8% | 90.5% | 5 | 0% | 1 |
|
| 3548 |
3548
Rainwater Charitable Foundation
Fort Worth,
Texas
| $192M | +$16.9M | +10% | 13.6% | 44% | 4 | 0% | 0.5 |
|
| 3549 |
3549
Nepsis Inc
Minneapolis,
Minnesota
| $191M | +$40.5M | +27% | 24% | 131% | 37 | 13.51% | 2.9 |
|
| 3550 |
3550
Clearline Capital
New York
| $191M | +$45.5M | +31% | 16.7% | 57.4% | 67 | 53.73% | 0.6 |
|