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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Chemung Canal Trust
Elmira,
New York
| $505M | +$3.4M | +0.7% | 3.49% | 93.4% | 120 | 5.83% | 8.3 |
|
| 3627 |
3627
ALM First Financial Advisors
Dallas,
Texas
| $505M | +$9.39M | +2% | 2.36% | 50.5% | 25 | 8% | 2.4 |
|
| 3628 |
3628
Contravisory Investment Management
Norwell,
Massachusetts
| $505M | -$11.7M | -2% | 3.43% | 135% | 435 | 33.1% | 1.7 |
|
| 3629 |
3629
Wealth Dimensions Group
Cincinnati,
Ohio
| $504M | +$17.5M | +4% | 1.95% | 63.6% | 184 | 9.78% | 3.5 |
|
| 3630 |
PWM
3630
Praetorian Wealth Management
Carmel,
California
| $504M | +$16.3M | +3% | 1.51% | 60.4% | 76 | 18.42% | 1.9 |
|
| 3631 |
3631
Marietta Investment Partners
Milwaukee,
Wisconsin
| $504M | -$15M | -3% | 2.71% | 160% | 181 | 18.23% | 5 |
|
| 3632 |
MM
3632
Marino Management
Westport,
Connecticut
| $504M | – | – | 10.3% | – | 10 | – | 1 |
|
| 3633 |
3633
RB Capital Management
Reno,
Nevada
| $503M | +$18.9M | +4% | 2.94% | 79.4% | 206 | 13.11% | 5 |
|
| 3634 |
TCOT
3634
Trust Company of Tennessee
Knoxville,
Tennessee
| $503M | +$29M | +6% | 1.14% | – | 7 | 0% | 1.4 |
|
| 3635 |
3635
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $503M | +$57.4M | +13% | 9.32% | 304% | 306 | 39.22% | 3.1 |
|
| 3636 |
3636
HeadInvest LLC
Portland,
Maine
| $503M | +$19.1M | +4% | 2.13% | 59.1% | 222 | 8.11% | 6.4 |
|
| 3637 |
3637
Garden Investment Management
Greenwich,
Connecticut
| $502M | +$66.9M | +15% | 11.8% | – | 1 | 0% | 1 |
|
| 3638 |
3638
Paragon Capital Management (Colorado)
Denver,
Colorado
| $502M | -$29.2M | -6% | 1.46% | 109% | 213 | 14.08% | 3.1 |
|
| 3639 |
ACM
3639
Aljian Capital Management
Carson City,
Nevada
| $502M | +$5.37M | +1% | 5.87% | 162% | 126 | 7.14% | 2.5 |
|
| 3640 |
3640
Drake & Associates
Waukesha,
Wisconsin
| $502M | +$24.6M | +5% | 1.67% | 47.9% | 106 | 7.55% | 1.7 |
|
| 3641 |
3641
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| $502M | +$43.7M | +10% | 4.07% | 93.1% | 225 | 12.89% | 1.5 |
|
| 3642 |
3642
Generali Investments Management
Ljubljana,
Slovenia
| $502M | +$22.4M | +5% | 4.48% | – | 178 | 10.11% | 0.8 |
|
| 3643 |
3643
Gifford Fong Associates
Lafayette,
California
| $501M | +$25.6M | +5% | 6.15% | 180% | 124 | 1.61% | 7 |
|
| 3644 |
3644
Augustine Asset Management
Jacksonville,
Florida
| $501M | +$3.85M | +0.8% | 3% | 316% | 119 | 11.76% | 4.3 |
|
| 3645 |
3645
RS Crum Inc
Newport Beach,
California
| $500M | +$50.6M | +11% | 2.34% | 54.2% | 102 | 7.84% | 2.9 |
|
| 3646 |
3646
Vickerman Investment Advisors
Spokane,
Washington
| $500M | +$5.89M | +1% | 1.62% | 47.3% | 94 | 20.21% | 2.7 |
|
| 3647 |
MAM
3647
Morse Asset Management
Darien,
Connecticut
| $500M | -$783K | -0.2% | 4.62% | 222% | 429 | 22.38% | 2 |
|
| 3648 |
3648
Old Second National Bank of Aurora
Aurora,
Illinois
| $500M | +$14.6M | +3% | 3.32% | 93.7% | 304 | 11.84% | 7 |
|
| 3649 |
YLHM
3649
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $499M | +$22.9M | +5% | 13.3% | 144% | 93 | 9.68% | 2 |
|
| 3650 |
3650
Welch Capital Partners
Harrison,
New York
| $499M | +$13.4M | +3% | 3.52% | 79.2% | 27 | 7.41% | 4.2 |
|