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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
MainStreet Investment Advisors
Chicago,
Illinois
| $690M | +$39.4M | +6% | 1.88% | 61% | 164 | 7.93% | 0.5 |
|
| 1777 |
1777
Rehmann Capital Advisory Group
Lansing,
Michigan
| $689M | +$46.6M | +7% | 1.69% | 64.6% | 2,321 | 19.17% | 0.8 |
|
| 1778 |
1778
AFAM Capital
Austin,
Texas
| $688M | -$221M | -24% | 0.22% | 52.1% | 206 | 14.08% | 2.9 |
|
| 1779 |
1779
Compass Capital Management
Minneapolis,
Minnesota
| $687M | +$18.9M | +3% | 1.43% | 50.8% | 42 | 14.29% | 4.1 |
|
| 1780 |
1780
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $687M | +$15.2M | +2% | 2.51% | 77.5% | 173 | 8.67% | 4 |
|
| 1781 |
1781
Delta Asset Management
Memphis,
Tennessee
| $687M | +$13.4M | +2% | 1.96% | 53.8% | 700 | 8.86% | 3.2 |
|
| 1782 |
1782
Norris Perne & French
Grand Rapids,
Michigan
| $686M | -$1.19M | -0.2% | 3.32% | 79.9% | 152 | 12.5% | 3.1 |
|
| 1783 |
1783
Franklin Street Advisors
Chapel Hill,
North Carolina
| $686M | +$18.6M | +3% | 3.39% | 130% | 184 | 12.5% | 3.2 |
|
| 1784 |
1784
Taurus Asset Management
New York
| $685M | +$20.2M | +3% | 5.02% | 26.9% | 105 | 9.52% | 3.5 |
|
| 1785 |
1785
Stieven Capital Advisors
St. Louis,
Missouri
| $685M | +$55.4M | +9% | 3.22% | 117% | 73 | 26.03% | 2.2 |
|
| 1786 |
1786
Boys Arnold & Co
Asheville,
North Carolina
| $683M | -$2.86M | -0.4% | 2.83% | 11.5% | 288 | 7.99% | 3.1 |
|
| 1787 |
1787
Adams Natural Resources Fund
Baltimore,
Maryland
| $683M | +$62.2M | +10% | 11.7% | 50.6% | 60 | 23.33% | 2.3 |
|
| 1788 |
1788
Dorsey Wright & Associates
Pasadena,
California
| $681M | +$32.6M | +5% | 10% | 311% | 146 | 41.78% | 0.8 |
|
| 1789 |
1789
Steinberg Global Asset Management
Boca Raton,
Florida
| $681M | +$2.98M | +0.4% | 3.87% | 32.8% | 245 | 13.47% | 3 |
|
| 1790 |
1790
Lowe Brockenbrough & Co
Richmond,
Virginia
| $681M | +$4.68M | +0.7% | 1.22% | 78.8% | 205 | 5.85% | 3.9 |
|
| 1791 |
1791
Kopernik Global Investors
Tampa,
Florida
| $678M | +$36M | +6% | 6.49% | 128% | 32 | 12.5% | 2 |
|
| 1792 |
IR
1792
IAT Reinsurance
New York
| $678M | +$30.9M | +5% | 17% | 60.2% | 137 | 26.28% | 1.7 |
|
| 1793 |
1793
Mission Wealth Management
Santa Barbara,
California
| $678M | +$57.8M | +9% | 1.34% | 92.1% | 282 | 21.99% | 1.5 |
|
| 1794 |
1794
Dean Investment Associates
Beavercreek,
Ohio
| $677M | +$542K | +0.1% | 3% | 63.5% | 216 | 13.89% | 2.2 |
|
| 1795 |
1795
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $676M | +$32.7M | +5% | 5.96% | 121% | 122 | 5.74% | 4.1 |
|
| 1796 |
1796
Cambria Investment Management
Manhattan Beach,
California
| $675M | -$12.9M | -2% | 1.26% | 72% | 336 | 37.2% | 1.1 |
|
| 1797 |
1797
Baystate Wealth Management
Boston,
Massachusetts
| $675M | +$14.2M | +2% | 0.99% | 14.6% | 716 | 8.94% | 1.3 |
|
| 1798 |
1798
Nexus Investment Management
Toronto,
Ontario, Canada
| $675M | +$23.5M | +4% | 3.02% | 77.5% | 69 | 2.9% | 4.1 |
|
| 1799 |
1799
Gratus Capital
Atlanta,
Georgia
| $674M | -$20M | -3% | 1.33% | 51.4% | 183 | 14.75% | 2.1 |
|
| 1800 |
1800
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| $674M | -$168M | -20% | 7.98% | – | 548 | 51.64% | 0.2 |
|