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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%
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50
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250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1676 |
CIC
1676
Cornercap Investment Counsel
Atlanta,
Georgia
| $759M | +$35.2M | +5% | 2.64% | 55.4% | 507 | 39.25% |
|
| 1677 |
LSA
1677
L & S Advisors
Los Angeles,
California
| $757M | +$13.9M | +2% | 4.99% | 187% | 362 | 17.68% |
|
| 1678 |
SFS
1678
Strategic Financial Services
Utica,
New York
| $757M | +$33.7M | +5% | 2.97% | 46.5% | 140 | 7.14% |
|
| 1679 |
GCAC
1679
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $757M | +$8.36M | +1% | 3.32% | 26.1% | 170 | 11.18% |
|
| 1680 |
WC
1680
Walthausen & Co
Malta,
New York
| $757M | -$12.8M | -2% | 3.71% | 63.3% | 153 | 20.92% |
|
| 1681 |
SR
1681
Swiss Re
Zurich,
Switzerland
| $755M | -$203M | -21% | 3.51% | – | 6 | 33.33% |
|
| 1682 |
CIS
1682
Connors Investor Services
Wyomissing,
Pennsylvania
| $754M | +$20M | +3% | 3.75% | 116% | 155 | 12.26% |
|
| 1683 |
GIG
1683
Goodnow Investment Group
Darien,
Connecticut
| $753M | +$28.8M | +4% | 5.13% | 138% | 28 | 21.43% |
|
| 1684 |
IFLIT
1684
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $752M | +$21.7M | +3% | 2.3% | 45.7% | 18 | 16.67% |
|
| 1685 |
MRCP
1685
Manor Road Capital Partners
New York
| $751M | +$178M | +31% | 8.81% | 78.3% | 15 | 33.33% |
|
| 1686 |
CA
1686
Clearstead Advisors
Cleveland,
Ohio
| $751M | +$25.8M | +4% | 3.18% | 59.5% | 282 | 13.12% |
|
| 1687 |
VCM
1687
Vigilant Capital Management
Portland,
Maine
| $749M | +$32.2M | +4% | 4.76% | 48.8% | 501 | 33.73% |
|
| 1688 |
LNB
1688
Ledyard National Bank
| $747M | -$9.18M | -1% | 3.47% | 69.8% | 276 | 12.68% |
|
| 1689 |
RCW
1689
Rheos Capital Works
Tokyo,
Japan
| $747M | -$75.2M | -9% | 4.57% | 160% | 14 | 14.29% |
|
| 1690 |
PMG
1690
ProVise Management Group
Clearwater,
Florida
| $747M | +$34.4M | +5% | 3.67% | 58.1% | 326 | 11.66% |
|
| 1691 |
KCM
1691
Kanawha Capital Management
Richmond,
Virginia
| $747M | +$34.2M | +5% | 3.06% | 54% | 185 | 13.51% |
|
| 1692 |
ACM
1692
Ashford Capital Management
Wilmington,
Delaware
| $747M | +$61.5M | +9% | 11.2% | 111% | 103 | 11.65% |
|
| 1693 |
BCC
1693
Biglari Capital Corp
San Antonio,
Texas
| $746M | -$129M | -15% | 3.31% | 47.7% | 11 | 9.09% |
|
| 1694 |
AW
1694
ACG Wealth
Atlanta,
Georgia
| $745M | -$1.21M | -0.2% | 2.18% | 45.5% | 363 | 12.4% |
|
| 1695 |
AUB
1695
Atlantic Union Bankshares
Glen Allen,
Virginia
| $744M | +$383M | +106% | 5.12% | 66% | 277 | 59.21% |
|
| 1696 |
CM
1696
Crestline Management
Fort Worth,
Texas
| $743M | +$281M | +61% | 5.86% | 52.5% | 84 | 98.81% |
|
| 1697 |
AF
1697
Alerus Financial
Grand Forks,
North Dakota
| $741M | +$23.7M | +3% | 4.1% | 77.4% | 155 | 7.1% |
|
| 1698 |
CWM
1698
Calamos Wealth Management
Naperville,
Illinois
| $741M | +$41.1M | +6% | 4.72% | 81.7% | 245 | 8.57% |
|
| 1699 |
SC
1699
Sepio Capital
Salt Lake City,
Utah
| $741M | -$469K | -0.1% | 4.07% | 64.2% | 227 | 9.69% |
|
| 1700 |
AP
1700
Atwood & Palmer
Kansas City,
Missouri
| $740M | +$34.1M | +5% | 5.82% | 82.3% | 350 | 17.71% |
|