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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%
10
50
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250
500
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2,500
5,000
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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 |
GJL
1676
Gendell Jeffrey L
| $1.17B | +$36.7M | +3% | 0.12% | 570% | 65 | 18.46% |
|
| 1677 |
CCT
1677
Country Club Trust
Kansas City,
Missouri
| $1.16B | +$18M | +2% | 1.06% | 74.1% | 275 | 6.18% |
|
| 1678 |
NPF
1678
Norris Perne & French
Grand Rapids,
Michigan
| $1.16B | +$3.85M | +0.3% | 1.56% | 78.3% | 147 | 5.44% |
|
| 1679 |
YIA
1679
YHB Investment Advisors
West Hartford,
Connecticut
| $1.16B | -$13.9M | -1% | 1.29% | 85.7% | 311 | 4.82% |
|
| 1680 |
HC
1680
Hamilton Capital
Columbus,
Ohio
| $1.16B | +$123M | +12% | 2.78% | – | 99 | 49.49% |
|
| 1681 |
IG
1681
Inherent Group
New York
| $1.16B | +$70M | +6% | 3.19% | 61.7% | 70 | 48.57% |
|
| 1682 |
BC
1682
Blackhill Capital
Morristown,
New Jersey
| $1.16B | +$57.7M | +5% | 6.28% | 164% | 56 | 0% |
|
| 1683 |
NCGI
1683
Next Century Growth Investors
Plymouth,
Minnesota
| $1.15B | -$127M | -10% | 7.52% | 306% | 137 | 13.14% |
|
| 1684 |
PWM
1684
Perigon Wealth Management
San Francisco,
California
| $1.15B | +$27.8M | +2% | 0.71% | 81.3% | 567 | 15.34% |
|
| 1685 |
CAM
1685
CenterStar Asset Management
Chicago,
Illinois
| $1.15B | +$336M | +41% | 0.95% | 87.2% | 799 | 0% |
|
| 1686 |
1686
Koshinski Asset Management
Decatur,
Illinois
| $1.15B | +$355M | +45% | 0.95% | 76.5% | 2,172 | 75.18% |
|
| 1687 |
CIM
1687
Corda Investment Management
Houston,
Texas
| $1.15B | -$15.7M | -1% | 1.36% | 50.5% | 67 | 4.48% |
|
| 1688 |
KM
1688
Kora Management
Brooklyn,
New York
| $1.15B | +$136M | +13% | 13.9% | 197% | 3 | 66.67% |
|
| 1689 |
CA
1689
Cambridge Associates
Boston,
Massachusetts
| $1.15B | -$45.8M | -4% | 1.19% | 41.5% | 53 | 22.64% |
|
| 1690 |
CWM
1690
Connecticut Wealth Management
Farmington,
Connecticut
| $1.15B | +$10.8M | +1% | 0.68% | 63.1% | 202 | 7.92% |
|
| 1691 |
VWM
1691
Valley Wealth Managers
Paramus,
New Jersey
| $1.15B | -$35.6M | -3% | 0.8% | 80.1% | 206 | 12.62% |
|
| 1692 |
FSC
1692
Full Sail Capital
Oklahoma City,
Oklahoma
| $1.15B | +$45.7M | +4% | 1.1% | 55.4% | 170 | 8.82% |
|
| 1693 |
DAM
1693
Dorsey Asset Management
Chicago,
Illinois
| $1.15B | -$181M | -14% | 8.89% | 92.5% | 10 | 20% |
|
| 1694 |
EC
1694
EJF Capital
Arlington,
Virginia
| $1.15B | +$30.4M | +3% | 5.41% | 102% | 408 | 33.33% |
|
| 1695 |
WP
1695
WealthSource Partners
San Luis Obispo,
California
| $1.14B | +$18.2M | +2% | 0.58% | 16.8% | 540 | 19.07% |
|
| 1696 |
ZA
1696
Zazove Associates
Incline Village,
Nevada
| $1.14B | +$28.9M | +3% | 0.34% | 11% | 164 | 12.8% |
|
| 1697 |
MSR
1697
Main Street Research
Lakeville,
Connecticut
| $1.14B | -$103M | -8% | 1.61% | 232% | 162 | 27.16% |
|
| 1698 |
AFG
1698
Albion Financial Group
Salt Lake City,
Utah
| $1.14B | -$11.9M | -1% | 0.33% | 68% | 560 | 7.5% |
|
| 1699 |
GIM
1699
Goelzer Investment Management
Carmel,
Indiana
| $1.14B | -$63.3M | -5% | 1.34% | 98.9% | 221 | 4.52% |
|
| 1700 |
GCM
1700
Glynn Capital Management
Menlo Park,
California
| $1.14B | +$46.2M | +4% | 1.9% | 126% | 48 | 12.5% |
|