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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Stewart & Patten Company
Lafayette,
California
| $517M | -$42.2M | -8% | 3.8% | 27.5% | 104 | 9.62% | 3.8 |
|
| 2077 |
MG
2077
Mitchell Group
Houston,
Texas
| $517M | -$67.8M | -12% | 6.96% | 0.96% | 30 | 10% | 2.9 |
|
| 2078 |
2078
Peconic Partners
New York
| $517M | -$179M | -26% | 5.43% | 300% | 63 | 53.97% | 1.6 |
|
| 2079 |
2079
John G. Ullman & Associates
Corning,
New York
| $517M | +$15.9M | +3% | 1.15% | 156% | 119 | 7.56% | 3 |
|
| 2080 |
2080
CapWealth Advisors
Franklin,
Tennessee
| $517M | -$38.5M | -7% | 0.96% | 152% | 110 | 11.82% | 3.1 |
|
| 2081 |
2081
Algert Global
San Francisco,
California
| $516M | +$92.6M | +22% | 4.87% | 194% | 412 | 47.57% | 0.6 |
|
| 2082 |
2082
Buckingham Strategic Wealth
Clayton,
Missouri
| $514M | +$34M | +7% | 1.29% | 16.3% | 355 | 23.38% | 2.3 |
|
| 2083 |
2083
Land & Buildings Investment Management
Stamford,
Connecticut
| $513M | +$12.8M | +3% | 10.8% | 53.9% | 19 | 31.58% | 0.9 |
|
| 2084 |
2084
CCM Investment Advisers
Columbia,
South Carolina
| $513M | -$5.99M | -1% | 0.2% | 170% | 85 | 11.76% | 2.9 |
|
| 2085 |
2085
Cutler Investment Counsel
Jacksonville,
Oregon
| $512M | -$4.46M | -0.9% | 2.24% | 56.2% | 104 | 8.65% | 2.5 |
|
| 2086 |
2086
KLS Diversified Asset Management
New York
| $512M | -$21M | -4% | 12.9% | 156% | 20 | 60% | 0.1 |
|
| 2087 |
2087
Financial Architects (New Jersey)
Marlton,
New Jersey
| $512M | -$87.2M | -15% | 1.14% | 31.3% | 1,693 | 27.05% | 1.7 |
|
| 2088 |
2088
Insight Holdings Group
New York
| $512M | +$58.7M | +13% | 18.8% | 111% | 5 | 0% | 1.1 |
|
| 2089 |
2089
Clear Harbor Asset Management
Stamford,
Connecticut
| $512M | -$19.8M | -4% | 0.66% | 98.6% | 258 | 14.73% | 2.8 |
|
| 2090 |
2090
Alphadyne Asset Management
New York
| $510M | -$271M | -35% | 2.54% | 159% | 79 | 93.67% | 0.2 |
|
| 2091 |
2091
Silverback Asset Management
Chapel Hill,
North Carolina
| $510M | -$17.1M | -3% | 2.6% | 92.1% | 52 | 21.15% | 0.5 |
|
| 2092 |
2092
Essex Financial Services
Essex,
Connecticut
| $510M | +$89.2M | +21% | 1.34% | 87.7% | 372 | 28.23% | 2.6 |
|
| 2093 |
2093
Edgestream Partners
Princeton,
New Jersey
| $510M | +$426M | +509% | 4.91% | 41.7% | 267 | 78.65% | 0.3 |
|
| 2094 |
2094
One Capital Management
Westlake Village,
California
| $509M | +$10.3M | +2% | 1.08% | 50.5% | 162 | 10.49% | 2.6 |
|
| 2095 |
2095
Merit Financial Group
Alpharetta,
Georgia
| $509M | +$39.2M | +8% | 0.09% | 67.3% | 125 | 27.2% | 0.2 |
|
| 2096 |
2096
Connable Office Inc
Kalamazoo,
Michigan
| $509M | -$5.18M | -1% | 1.27% | 68.3% | 183 | 10.93% | 2.6 |
|
| 2097 |
2097
MCF Advisors
Covington,
Kentucky
| $509M | -$30.8M | -6% | 1.6% | 50.2% | 526 | 16.92% | 2.7 |
|
| 2098 |
2098
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $507M | -$92.2M | -15% | 0.05% | 115% | 472 | 6.36% | 3.9 |
|
| 2099 |
2099
Tufton Capital Management
Hunt Valley,
Maryland
| $507M | -$12.3M | -2% | 2.52% | 96.1% | 132 | 6.82% | 3.2 |
|
| 2100 |
TC
2100
Tyvor Capital
Oak Brook,
Illinois
| $506M | +$188M | +59% | 3.62% | 20.6% | 57 | 64.91% | 0.4 |
|