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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Dudley & Shanley
Palm Beach,
Florida
| $451M | -$52.4M | -10% | 9.9% | 67.9% | 30 | 16.67% | 1.6 |
|
| 1852 |
1852
Carroll Financial Associates
Charlotte,
North Carolina
| $451M | +$4.05M | +0.9% | 7.01% | 79.9% | 1,252 | 16.37% | 1.2 |
|
| 1853 |
1853
GW & Wade
Wellesley,
Massachusetts
| $451M | -$54.6M | -11% | 6.29% | 32.2% | 245 | 15.51% | 1 |
|
| 1854 |
1854
Crescent Park Management
East Palo Alto,
California
| $450M | +$27.6M | +7% | 8.53% | 87% | 15 | 6.67% | 0.5 |
|
| 1855 |
1855
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| $450M | -$77.7M | -15% | 3.72% | 97.7% | 193 | 18.65% | 1.2 |
|
| 1856 |
1856
Pacific Global Investment Management
Glendale,
California
| $449M | -$81.1M | -15% | 11.4% | 48% | 229 | 10.48% | 1.9 |
|
| 1857 |
1857
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $448M | -$59.4M | -12% | 10.3% | 96% | 120 | 15% | 1.3 |
|
| 1858 |
NAM
1858
Nichols Asset Management
Sudbury,
Massachusetts
| $448M | -$113M | -20% | 1.82% | 43.8% | 143 | 28.67% | 1.6 |
|
| 1859 |
1859
Efficient Advisors
Mason,
Ohio
| $447M | -$31.8M | -7% | 5.95% | 30.6% | 43 | 2.33% | 1.4 |
|
| 1860 |
1860
Palisade Asset Management
Minneapolis,
Minnesota
| $447M | -$55.4M | -11% | 7.12% | 61.8% | 136 | 4.41% | 2.1 |
|
| 1861 |
1861
Vision Capital Management
Portland,
Oregon
| $447M | -$90M | -17% | 7.36% | 78.4% | 83 | 36.14% | 1.2 |
|
| 1862 |
1862
Stewart & Patten Company
Lafayette,
California
| $447M | -$28M | -6% | 6.35% | 27.5% | 98 | 8.16% | 2 |
|
| 1863 |
1863
Junto Capital Management
New York
| $447M | +$14.3M | +3% | 1.96% | 122% | 29 | 68.97% | 0.2 |
|
| 1864 |
1864
Compass Capital Management
Minneapolis,
Minnesota
| $446M | -$27.9M | -6% | 5.96% | 50.8% | 47 | 12.77% | 2 |
|
| 1865 |
OCMI
1865
Oaktop Capital Management II
Chatham,
New Jersey
| $445M | -$27.3M | -6% | 9.01% | 451% | 21 | 4.76% | 2 |
|
| 1866 |
1866
Dean Investment Associates
Beavercreek,
Ohio
| $444M | +$2.8M | +0.6% | 6.57% | 63.5% | 253 | 26.88% | 1.4 |
|
| 1867 |
1867
Connors Investor Services
Wyomissing,
Pennsylvania
| $443M | -$39.6M | -8% | 7.6% | 125% | 166 | 16.27% | 1.6 |
|
| 1868 |
1868
LBMC Investment Advisors
Brentwood,
Tennessee
| $442M | -$29.1M | -6% | 7.49% | 52.8% | 61 | 8.2% | 1.7 |
|
| 1869 |
1869
Rehmann Capital Advisory Group
Lansing,
Michigan
| $442M | +$3.94M | +0.9% | 5.27% | 64.6% | 371 | 19.41% | 1.6 |
|
| 1870 |
CWA
1870
Convergent Wealth Advisors
Potomac,
Maryland
| $442M | +$9.42M | +2% | 8.57% | – | 44 | 40.91% | 1.1 |
|
| 1871 |
NAM
1871
Netols Asset Management
Mequon,
Wisconsin
| $442M | -$65.4M | -13% | 9.82% | 41.7% | 73 | 8.22% | 1.7 |
|
| 1872 |
1872
Signet Financial Management
Parsippany,
New Jersey
| $442M | +$6.86M | +2% | 7.48% | 65.2% | 215 | 29.3% | 0.5 |
|
| 1873 |
1873
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $441M | -$63M | -13% | 4.87% | 108% | 90 | 10% | 1.9 |
|
| 1874 |
1874
Appleton Partners
Boston,
Massachusetts
| $440M | -$6.58M | -1% | 6.09% | 101% | 215 | 20.47% | 1.5 |
|
| 1875 |
1875
Foster & Motley
Cincinnati,
Ohio
| $439M | -$16.2M | -4% | 6.4% | 68.8% | 182 | 10.99% | 1.7 |
|