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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
BDF
1751
Balasa Dinverno & Foltz
| $615M | +$23.1M | +4% | 3.5% | 23.2% | 222 | 13.96% | 2.5 |
|
| 1752 |
VCM
1752
Vigilant Capital Management
Portland,
Maine
| $614M | +$39.9M | +7% | 2.86% | 48.8% | 284 | 10.21% | 2.5 |
|
| 1753 |
NB
1753
NBT Bank
Norwich,
New York
| $614M | +$11.5M | +2% | 1.97% | 68.2% | 212 | 8.96% | 3.3 |
|
| 1754 |
1754
Moneta Group Investment Advisors
St Louis,
Missouri
| $614M | +$110M | +22% | 3.02% | 64% | 188 | 19.15% | 1.9 |
|
| 1755 |
NIM
1755
Nexus Investment Management
Toronto,
Ontario, Canada
| $614M | +$27.2M | +5% | 2.47% | 77.5% | 69 | 2.9% | 3.4 |
|
| 1756 |
CCM
1756
Compass Capital Management
Minneapolis,
Minnesota
| $614M | +$33.1M | +6% | 5.03% | 50.8% | 44 | 6.82% | 3.2 |
|
| 1757 |
ECAU
1757
Everett Capital Advisors (UK)
London,
United Kingdom
| $614M | +$32.5M | +6% | 1.92% | 30.7% | 42 | 61.9% | 0.2 |
|
| 1758 |
CCM
1758
Clearfield Capital Management
New York
| $613M | +$155M | +34% | 7.34% | 421% | 30 | 56.67% | 0.4 |
|
| 1759 |
WSCM
1759
Wellington Shields Capital Management
New York
| $613M | -$7.07M | -1% | 0.6% | 137% | 355 | 14.37% | 2.5 |
|
| 1760 |
MSR
1760
Main Street Research
Lakeville,
Connecticut
| $612M | +$41.2M | +7% | 4.75% | 232% | 132 | 19.7% | 2.3 |
|
| 1761 |
ST
1761
Sentinel Trust
Houston,
Texas
| $612M | -$20.2M | -3% | 0.48% | 79.2% | 121 | 12.4% | 2.6 |
|
| 1762 |
DA
1762
Denali Advisors
San Diego,
California
| $612M | -$68.7M | -10% | 1.7% | 106% | 319 | 31.97% | 1.5 |
|
| 1763 |
RC
1763
Rivulet Capital
Summit,
New Jersey
| $611M | +$74.5M | +14% | 5.94% | 27.4% | 11 | 9.09% | 1.7 |
|
| 1764 |
NCM
1764
Numina Capital Management
New York
| $609M | +$88.6M | +17% | 2.73% | 40.2% | 45 | 66.67% | 0.5 |
|
| 1765 |
ANRF
1765
Adams Natural Resources Fund
Baltimore,
Maryland
| $609M | -$44M | -7% | 5.61% | 43% | 46 | 8.7% | 2.6 |
|
| 1766 |
IC
1766
InterOcean Capital
Chicago,
Illinois
| $608M | +$67.7M | +13% | 1.65% | 32.1% | 158 | 12.03% | 2.2 |
|
| 1767 |
AW
1767
ACG Wealth
Atlanta,
Georgia
| $608M | +$62.5M | +11% | 4.37% | 45.5% | 347 | 21.9% | 1.7 |
|
| 1768 |
NA
1768
Newport Asia
San Francisco,
California
| $608M | +$97.1M | +19% | 15.8% | – | 6 | 0% | 2.3 |
|
| 1769 |
CPP
1769
Crow Point Partners
Boston,
Massachusetts
| $608M | -$38M | -6% | 2.38% | 56.9% | 315 | 41.27% | 1.2 |
|
| 1770 |
BCA
1770
Bernzott Capital Advisors
Camarillo,
California
| $607M | +$26.1M | +4% | 3.39% | 46.6% | 49 | 6.12% | 2.7 |
|
| 1771 |
MIM
1771
Marco Investment Management
Atlanta,
Georgia
| $605M | +$16.2M | +3% | 2.31% | 127% | 184 | 8.7% | 3.1 |
|
| 1772 |
EI
1772
EAM Investors
Solana Beach,
California
| $605M | -$29.7M | -5% | 23.8% | 6,012% | 427 | 59.95% | 0.4 |
|
| 1773 |
CBB
1773
Citizens Business Bank
Ontario,
California
| $603M | +$5.64M | +0.9% | 1.75% | 108% | 298 | 12.42% | 2.6 |
|
| 1774 |
CAM
1774
Cormorant Asset Management
Boston,
Massachusetts
| $603M | -$85.4M | -12% | 4.81% | 3,977% | 86 | 30.23% | 1.5 |
|
| 1775 |
QOP
1775
Quinn Opportunity Partners
Charlottesville,
Virginia
| $603M | +$170M | +39% | 8.14% | 77.6% | 192 | 26.56% | 0.9 |
|