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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Asset Advisors Corp
Augusta,
Georgia
| $418M | +$66.6M | +19% | 10.1% | 41.4% | 162 | 16.67% | 0.5 |
|
| 1877 |
1877
Rafferty Asset Management
New York
| $418M | -$100M | -19% | 1.84% | 238% | 314 | 62.1% | 0.2 |
|
| 1878 |
1878
Dean Investment Associates
Beavercreek,
Ohio
| $418M | +$35.6M | +9% | 9.4% | 63.5% | 239 | 16.32% | 0.4 |
|
| 1879 |
1879
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $418M | +$2.36M | +0.6% | 10.5% | 116% | 90 | 12.22% | 0.5 |
|
| 1880 |
1880
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $418M | +$38.2M | +10% | 9.39% | 71.6% | 258 | 9.3% | 0.5 |
|
| 1881 |
1881
Appleton Partners
Boston,
Massachusetts
| $417M | +$44M | +12% | 10.7% | 101% | 178 | 12.92% | 0.4 |
|
| 1882 |
1882
Catawba Capital Management
Roanoke,
Virginia
| $417M | +$35.2M | +9% | 8.16% | 33.1% | 249 | 8.43% | 0.4 |
|
| 1883 |
1883
Penn Davis McFarland
Dallas,
Texas
| $417M | -$1.71M | -0.4% | 11% | 100% | 30 | 10% | 0.5 |
|
| 1884 |
1884
Pacer Advisors
Malvern,
Pennsylvania
| $416M | – | – | 9.42% | 58.4% | 510 | – | 0 |
|
| 1885 |
1885
Corda Investment Management
Houston,
Texas
| $416M | +$49.1M | +13% | 6.44% | 85% | 51 | 7.84% | 0.4 |
|
| 1886 |
1886
Rockland Trust
Hanover,
Massachusetts
| $415M | +$37M | +10% | 8.62% | 61.5% | 130 | 13.85% | 0.4 |
|
| 1887 |
1887
Deltec Asset Management
New York
| $415M | +$33.2M | +9% | 10.8% | 127% | 165 | 28.48% | 0.4 |
|
| 1888 |
MCTIC
1888
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $415M | +$51.2M | +14% | 11.6% | 38.8% | 96 | 7.29% | 0.4 |
|
| 1889 |
1889
Deer VII & Co
Larchmont,
New York
| $414M | +$365M | +731% | 35.8% | 241% | 7 | 42.86% | 0.3 |
|
| 1890 |
1890
Washington Capital Management
Seattle,
Washington
| $414M | +$37M | +10% | 10.5% | 81.8% | 200 | 15% | 0.4 |
|
| 1891 |
1891
Mechanics Bank - Trust Department
Walnut Creek,
California
| $414M | +$48.6M | +13% | 9.58% | 76.8% | 156 | 7.69% | 0.5 |
|
| 1892 |
1892
Efficient Advisors
Mason,
Ohio
| $413M | +$23.2M | +6% | 3.93% | 30.6% | 22 | 9.09% | 0.5 |
|
| 1893 |
1893
Oberweis Asset Management
Lisle,
Illinois
| $413M | +$60.9M | +17% | 16.4% | 485% | 170 | 30% | 0.4 |
|
| 1894 |
1894
Bragg Financial Advisors
Charlotte,
North Carolina
| $412M | +$27.9M | +7% | 8.73% | 101% | 251 | 11.95% | 0.5 |
|
| 1895 |
RCM
1895
Ratan Capital Management
Miami Beach,
Florida
| $411M | +$74.6M | +22% | 25.8% | 616% | 33 | 54.55% | 0.3 |
|
| 1896 |
1896
First Interstate Bank
Billings,
Montana
| $410M | +$38.8M | +10% | 8.01% | 49.7% | 107 | 11.21% | 0.4 |
|
| 1897 |
1897
Bainco International Investors
Boston,
Massachusetts
| $410M | +$9.23M | +2% | 8.75% | 69.4% | 90 | 12.22% | 0.4 |
|
| 1898 |
1898
Vigilant Capital Management
Portland,
Maine
| $409M | +$55.9M | +16% | 6.14% | 48.8% | 252 | 21.03% | 0.4 |
|
| 1899 |
SH
1899
Scepter Holdings
Fort Worth,
Texas
| $409M | -$134M | -25% | 8.89% | – | 100 | 55% | 0.2 |
|
| 1900 |
1900
Reilly Financial Advisors
La Mesa,
California
| $408M | +$48.5M | +13% | 9.19% | 99% | 904 | 26% | 0.4 |
|