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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
SG Capital Management
Chicago,
Illinois
| $528M | -$104M | -16% | 5.71% | 250% | 77 | 74.03% | 0.3 |
|
| 2102 |
2102
CKW Financial Group
Honolulu,
Hawaii
| $528M | +$32.8M | +7% | 0.31% | 62.4% | 170 | 7.65% | 4.2 |
|
| 2103 |
2103
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $528M | +$27.5M | +5% | 0.45% | 62.2% | 249 | 18.07% | 0.6 |
|
| 2104 |
2104
Bell Bank
Fargo,
North Dakota
| $527M | +$82.2M | +18% | 1.24% | 71% | 168 | 11.9% | 3.1 |
|
| 2105 |
2105
Hilltop Holdings
Dallas,
Texas
| $527M | +$55.3M | +12% | 2.13% | 96.7% | 441 | 23.58% | 2.5 |
|
| 2106 |
2106
Community Bank
Dewitt,
New York
| $527M | +$6.75M | +1% | 2.09% | 73.5% | 454 | 5.29% | 3.5 |
|
| 2107 |
2107
INCA Investments
Miami,
Florida
| $527M | -$39.8M | -7% | 6.82% | 128% | 12 | 8.33% | 3.2 |
|
| 2108 |
2108
Professional Advisory Services
Vero Beach,
Florida
| $526M | +$10.4M | +2% | 3.21% | 69.3% | 68 | 5.88% | 4.1 |
|
| 2109 |
2109
Kopernik Global Investors
Tampa,
Florida
| $526M | -$60.2M | -10% | 13.2% | 128% | 29 | 10.34% | 2.8 |
|
| 2110 |
2110
RKL Wealth Management
Lancaster,
Pennsylvania
| $526M | -$16.7M | -3% | 0.42% | 76.8% | 131 | 9.16% | 3.3 |
|
| 2111 |
2111
SNS Financial Group
Minneapolis,
Minnesota
| $526M | -$5.31M | -1% | 0.61% | 54.2% | 229 | 18.34% | 2.4 |
|
| 2112 |
2112
Nine Masts Capital
Central,
Hong Kong
| $524M | -$174M | -25% | 3.76% | 88.1% | 222 | 69.82% | 0.3 |
|
| 2113 |
2113
Arete Wealth Advisors
Chicago,
Illinois
| $523M | +$7.69M | +1% | 1.37% | 85.3% | 444 | 21.4% | 1.7 |
|
| 2114 |
2114
Lutz Financial Services
Omaha,
Nebraska
| $522M | +$10.7M | +2% | 0.87% | 35.3% | 66 | 1.52% | 1.3 |
|
| 2115 |
2115
Crescent Grove Advisors
Lake Forest,
Illinois
| $521M | -$9.31M | -2% | 2.37% | 64.1% | 170 | 14.12% | 1.6 |
|
| 2116 |
2116
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $521M | -$14.6M | -3% | 2.27% | 125% | 46 | 58.7% | 0.8 |
|
| 2117 |
2117
Bath Savings Trust
Bath,
Maine
| $521M | +$18.1M | +4% | 3.58% | 57.8% | 136 | 11.76% | 4.4 |
|
| 2118 |
2118
Raub Brock Capital Management
Larkspur,
California
| $520M | +$31.1M | +6% | 4.54% | 54.7% | 58 | 6.9% | 2.5 |
|
| 2119 |
2119
J.M. Forbes & Co
Boston,
Massachusetts
| $520M | +$1.8M | +0.3% | 0.59% | 112% | 107 | 6.54% | 4.6 |
|
| 2120 |
2120
Cutler Investment Counsel
Jacksonville,
Oregon
| $519M | -$1.04M | -0.2% | 1.72% | 56.2% | 98 | 11.22% | 3.7 |
|
| 2121 |
2121
Accredited Investors
Edina,
Minnesota
| $519M | +$8.29M | +2% | 0.31% | 74% | 141 | 10.64% | 3.2 |
|
| 2122 |
2122
Cypress Capital Group
Palm Beach,
Florida
| $519M | +$12.3M | +2% | 3% | 97.8% | 253 | 13.44% | 3.7 |
|
| 2123 |
2123
CreativeOne Wealth
Overland Park,
Kansas
| $518M | +$42.2M | +9% | 0.68% | 67.6% | 196 | 20.41% | 0.7 |
|
| 2124 |
MRCP
2124
Manor Road Capital Partners
New York
| $518M | -$233M | -31% | 1.88% | 78.3% | 13 | 23.08% | 1.7 |
|
| 2125 |
2125
Sunriver Management
Greenwich,
Connecticut
| $516M | +$26.1M | +5% | 3.79% | 9.27% | 22 | 31.82% | 1.1 |
|