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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Shaker Investments
Cleveland,
Ohio
| $227M | +$10.4M | +5% | 5.69% | 205% | 98 | 10.2% | 2.5 |
|
| 4302 |
CNBT
4302
Cornerstone National Bank & Trust
Palatine,
Illinois
| $227M | -$1.92M | -0.8% | 0.81% | 38.5% | 62 | 3.23% | 1.5 |
|
| 4303 |
4303
Gainplan
Bloomfield Hills,
Michigan
| $227M | -$27M | -11% | 1.04% | 103% | 87 | 52.87% | 1 |
|
| 4304 |
DA
4304
DCF Advisers
Greenwich,
Connecticut
| $227M | -$55.7M | -20% | 1.84% | 372% | 105 | 34.29% | 1 |
|
| 4305 |
4305
Fermata Advisors
Sonoma,
California
| $226M | +$54.4M | +32% | 1.07% | 58.3% | 186 | 24.19% | 0.3 |
|
| 4306 |
4306
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $226M | -$14.1M | -6% | 0.86% | 17.7% | 388 | 18.56% | 2 |
|
| 4307 |
4307
Biechele Royce Advisors
Fishers,
Indiana
| $226M | -$4.79M | -2% | 4.06% | 39.2% | 59 | 16.95% | 2.3 |
|
| 4308 |
4308
Horan Capital Advisors
Cincinnati,
Ohio
| $226M | +$4.48M | +2% | 0.23% | 26.6% | 93 | 9.68% | 3.9 |
|
| 4309 |
4309
Oakcliff Capital Partners
New York
| $226M | -$6.27M | -3% | 4.45% | 133% | 10 | 0% | 3.2 |
|
| 4310 |
4310
Running Point Capital Advisors
El Segundo,
California
| $226M | +$5.58M | +3% | 1.13% | 52.1% | 175 | 16.57% | 0.6 |
|
| 4311 |
4311
Axar Capital Management
New York
| $225M | -$9.49M | -4% | 5.65% | 680% | 3 | 0% | 2.1 |
|
| 4312 |
4312
Evolutionary Tree Capital Management
Alexandria,
Virginia
| $225M | +$8.52M | +4% | 0.88% | 139% | 47 | 14.89% | 0.6 |
|
| 4313 |
4313
Revolution Growth Management Company
Washington,
District of Columbia
| $225M | +$140M | +164% | 15.5% | 23.5% | 3 | 33.33% | 0.2 |
|
| 4314 |
4314
Daily Journal Corp
Los Angeles,
California
| $225M | +$12.1M | +6% | 4.67% | 108% | 5 | 0% | 6.3 |
|
| 4315 |
4315
Palouse Capital Management
Spokane,
Washington
| $225M | -$3.97M | -2% | 1.07% | 67.8% | 102 | 10.78% | 2.2 |
|
| 4316 |
CWM
4316
Cedar Wealth Management
Walnut Creek,
California
| $225M | +$2.96M | +1% | 1.95% | 68.1% | 282 | 8.87% | 2.1 |
|
| 4317 |
4317
Cadent Capital Advisors
Tulsa,
Oklahoma
| $225M | -$15.7M | -7% | 1% | 106% | 148 | 16.89% | 0.7 |
|
| 4318 |
GA
4318
Greytown Advisors
Miami,
Florida
| $225M | +$18.3M | +9% | 1.46% | 14.1% | 117 | 17.09% | 2.2 |
|
| 4319 |
4319
Unio Capital
Princeton,
New Jersey
| $225M | +$378K | +0.2% | 3.22% | 97.8% | 59 | 6.78% | 2.6 |
|
| 4320 |
4320
KPCB XVI Associates
Menlo Park,
California
| $225M | +$7.35M | +3% | 33.2% | – | 3 | 33.33% | 0.3 |
|
| 4321 |
4321
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $225M | -$3.01M | -1% | 0.58% | 54.3% | 380 | 8.68% | 2.9 |
|
| 4322 |
4322
Delta Financial Advisors
New Orleans,
Louisiana
| $225M | -$2.92M | -1% | 1.1% | 107% | 118 | 4.24% | 1.9 |
|
| 4323 |
4323
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $224M | -$2.16M | -1% | 0.24% | 87.3% | 74 | 1.35% | 6 |
|
| 4324 |
4324
Godsey & Gibb Inc
Richmond,
Virginia
| $224M | +$56.8M | +34% | 1.09% | 87.5% | 141 | 66.67% | 0.8 |
|
| 4325 |
SA
4325
SoftVest Advisors
Abilene,
Texas
| $224M | -$31.5M | -12% | 18.8% | 178% | 10 | 10% | 0.8 |
|