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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Fiduciary Group
Savannah,
Georgia
| $1.06B | +$64.5M | +6% | 7.42% | 67.1% | 287 | 5.92% | 6 |
|
| 2127 |
2127
American Trust
Lexington,
Kentucky
| $1.06B | +$656M | +162% | 9.52% | 59% | 310 | 63.55% | 1 |
|
| 2128 |
2128
Waycross Partners
Louisville,
Kentucky
| $1.06B | +$169M | +19% | 16.8% | 87.7% | 93 | 32.26% | 2.2 |
|
| 2129 |
2129
Trust Point Inc
La Crosse,
Wisconsin
| $1.06B | -$35.7M | -3% | 10% | – | 473 | 21.56% | 1.3 |
|
| 2130 |
2130
Kirkoswald Asset Management
New York
| $1.06B | +$827M | +355% | – | – | 3 | 66.67% | 0.1 |
|
| 2131 |
2131
TD Capital Management
Memphis,
Tennessee
| $1.06B | +$72.2M | +7% | 6.04% | 40.5% | 784 | 23.09% | 2.1 |
|
| 2132 |
2132
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $1.06B | +$27.9M | +3% | 7.21% | 70% | 60 | 6.67% | 7.6 |
|
| 2133 |
2133
Ledyard National Bank
| $1.06B | +$48.2M | +5% | 9.13% | 80.7% | 222 | 7.21% | 7.2 |
|
| 2134 |
MPM
2134
MBB Public Markets
Chicago,
Illinois
| $1.06B | +$152M | +17% | 14.2% | 50.3% | 537 | 7.45% | 0.4 |
|
| 2135 |
2135
HAP Trading
New York
| $1.06B | +$123M | +13% | 29.4% | 141% | 919 | 46.35% | 1.9 |
|
| 2136 |
2136
Zweig-DiMenna Associates
New York
| $1.06B | +$426M | +67% | 30% | 561% | 102 | 52.94% | 1.2 |
|
| 2137 |
2137
Talbot Financial
Bellevue,
Washington
| $1.06B | +$258M | +32% | 13.1% | 118% | 64 | 4.69% | 1.9 |
|
| 2138 |
KL
2138
KIM LLC
Wichita,
Kansas
| $1.06B | +$187M | +22% | 3.03% | 51.1% | 80 | 5% | 0.8 |
|
| 2139 |
2139
Traphagen Investment Advisors
Oradell,
New Jersey
| $1.06B | +$97.7M | +10% | 8.82% | 65.8% | 196 | 10.71% | 3.3 |
|
| 2140 |
2140
Means Investment Company
Bangor,
Maine
| $1.06B | +$114M | +12% | 12.4% | 87.9% | 203 | 11.82% | 4.3 |
|
| 2141 |
2141
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $1.06B | +$107M | +11% | 8.99% | 58.7% | 105 | 32.38% | 2 |
|
| 2142 |
2142
Technology Crossover Management XI
Menlo Park,
California
| $1.05B | +$71.7M | +7% | 30.7% | 112% | 3 | 0% | 1.7 |
|
| 2143 |
2143
SNS Financial Group
Minneapolis,
Minnesota
| $1.05B | +$70.5M | +7% | 6.26% | 54.2% | 205 | 10.24% | 5.2 |
|
| 2144 |
2144
Clear Creek Financial Management
Silverdale,
Washington
| $1.05B | +$86.1M | +9% | 10.5% | 81% | 585 | 19.32% | 1.9 |
|
| 2145 |
2145
Private Trust Company
Cleveland,
Ohio
| $1.05B | +$78.5M | +8% | 9.76% | 87.7% | 2,616 | 11.28% | 2.9 |
|
| 2146 |
2146
King Street Capital Management
New York
| $1.05B | +$188M | +22% | 6.75% | 140% | 15 | 33.33% | 0.6 |
|
| 2147 |
2147
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.05B | +$46.3M | +5% | 0% | 0% | 64 | 0% | 1 |
|
| 2148 |
2148
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.05B | -$168M | -14% | 5.34% | 88.7% | 324 | 6.17% | 3.1 |
|
| 2149 |
2149
Tortoise Investment Management
White Plains,
New York
| $1.05B | +$88.2M | +9% | 5.92% | 40.2% | 1,326 | 39.74% | 3.5 |
|
| 2150 |
2150
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $1.05B | +$97.6M | +10% | 5.61% | 38.2% | 164 | 14.63% | 3.5 |
|