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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Enterprise Bank & Trust
Lowell,
Massachusetts
| $281M | +$38.4M | +16% | 11.2% | 65.9% | 125 | 18.4% | 2.5 |
|
| 4152 |
DA
4152
Dash Acquisitions
Woodland Hills,
California
| $281M | +$32.6M | +13% | 12% | 52% | 48 | 18.75% | 1.9 |
|
| 4153 |
4153
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $281M | +$56.4M | +25% | 13% | 7.8% | 290 | 36.55% | 0.9 |
|
| 4154 |
HCM
4154
Highlander Capital Management
Short Hills,
New Jersey
| $281M | +$26.3M | +10% | 9.09% | 34.4% | 1,014 | 7.2% | 3.4 |
|
| 4155 |
4155
Siemens Pension Trust
Munich Germany,
Germany
| $281M | -$153M | -35% | 3.74% | 25.4% | 1 | 0% | 1 |
|
| 4156 |
4156
Aries Wealth Management
Portland,
Maine
| $280M | +$24.9M | +10% | 9.91% | 87.7% | 208 | 7.21% | 1.6 |
|
| 4157 |
4157
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $280M | +$35M | +14% | 14.3% | 36.7% | 4 | 0% | 5.8 |
|
| 4158 |
4158
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $280M | +$31.1M | +12% | 12.4% | 73.3% | 112 | 14.29% | 5.3 |
|
| 4159 |
QCI
4159
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $280M | +$21M | +8% | 3.98% | 107% | 19 | 15.79% | 2.9 |
|
| 4160 |
MFGP
4160
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $280M | +$34.6M | +14% | 10.8% | 65.5% | 53 | 9.43% | 4.1 |
|
| 4161 |
4161
ADAR1 Capital Management
Austin,
Texas
| $280M | – | – | 23.4% | – | 170 | – | 0 |
|
| 4162 |
4162
Keating Investment Counselors
Delray Beach,
Florida
| $280M | -$15.2M | -5% | 5.51% | 50% | 85 | 4.71% | 5.2 |
|
| 4163 |
4163
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $280M | +$23M | +9% | 10.9% | 92% | 144 | 4.86% | 4.3 |
|
| 4164 |
4164
Portland Investment Counsel
Burlington,
Ontario, Canada
| $279M | +$61.8M | +28% | 15.2% | 108% | 42 | 16.67% | 3.5 |
|
| 4165 |
4165
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $279M | +$3.36M | +1% | 8.59% | 63.2% | 91 | 13.19% | 3.2 |
|
| 4166 |
4166
DCM Advisors
New York
| $279M | +$57.7M | +26% | 11.9% | 99.3% | 116 | 35.34% | 1.4 |
|
| 4167 |
4167
KFA Private Wealth Group
Tysons,
Virginia
| $279M | +$38.4M | +16% | 8.52% | 62.8% | 88 | 14.77% | 2.6 |
|
| 4168 |
4168
Mokosak Advisory Group
Urbandale,
Iowa
| $279M | +$32.9M | +13% | 11.4% | 59.2% | 28 | 10.71% | 3.6 |
|
| 4169 |
4169
Builder Investment Group
Atlanta,
Georgia
| $278M | +$23.7M | +9% | 9.24% | 169% | 106 | 12.26% | 0.8 |
|
| 4170 |
4170
Pilgrim Global Advisors
Reno,
Nevada
| $278M | – | – | 11.4% | – | 6 | – | 0 |
|
| 4171 |
4171
Landmark Financial Advisors
Bowling Green,
Kentucky
| $278M | +$31.9M | +13% | 8.58% | 11.8% | 93 | 6.45% | 4.7 |
|
| 4172 |
4172
Foresight Group
London,
United Kingdom
| $278M | – | – | 13% | – | 38 | – | 0 |
|
| 4173 |
4173
Stewardship Advisors
Mount Joy,
Pennsylvania
| $277M | +$21.4M | +8% | 8.01% | 46.1% | 47 | 12.77% | 2.2 |
|
| 4174 |
4174
272 Capital
Dallas,
Texas
| $277M | +$25.7M | +10% | 4.86% | 222% | 108 | 54.63% | 0.5 |
|
| 4175 |
4175
Snow Phipps Group
New York
| $277M | +$68.7M | +33% | 39.3% | 58% | 2 | 0% | 3.8 |
|