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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
CNO Financial Group
Carmel,
Indiana
| $358M | -$57.6M | -14% | 2.06% | – | 19 | 5.26% | 1.3 |
|
| 2152 |
2152
Cutler Investment Counsel
Jacksonville,
Oregon
| $358M | +$31.5M | +10% | 3.14% | 56.2% | 82 | 14.63% | 1.9 |
|
| 2153 |
2153
Connable Office Inc
Kalamazoo,
Michigan
| $358M | -$2.9M | -0.8% | 2.4% | 68.3% | 195 | 16.41% | 1.8 |
|
| 2154 |
GA
2154
GRS Advisors
Chicago,
Illinois
| $358M | -$50.6M | -12% | 5.81% | 54.3% | 34 | 55.88% | 0.6 |
|
| 2155 |
2155
JNBA Financial Advisors
Bloomington,
Minnesota
| $358M | +$79.8M | +29% | 3.73% | 61.8% | 583 | 13.89% | 2.3 |
|
| 2156 |
2156
Sequoia Financial Advisors
Akron,
Ohio
| $357M | +$47.4M | +15% | 1.59% | 78.3% | 271 | 30.63% | 1.1 |
|
| 2157 |
2157
Ferox Capital Management
London,
United Kingdom
| $357M | -$47.3M | -12% | 0.16% | 2.07% | 41 | 2.44% | 0.7 |
|
| 2158 |
2158
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $356M | -$41.6M | -10% | 0.98% | 141% | 19 | 10.53% | 2.2 |
|
| 2159 |
2159
Providence Equity Partners
Providence,
Rhode Island
| $356M | -$419M | -54% | 13.1% | 12.4% | 5 | 40% | 2.1 |
|
| 2160 |
VCP
2160
Vernier Capital Partners
New York
| $355M | +$125M | +54% | 2.84% | 75.7% | 21 | 23.81% | 0.3 |
|
| 2161 |
2161
Tygh Capital Management
Portland,
Oregon
| $355M | +$12.4M | +4% | 9.54% | 251% | 109 | 34.86% | 0.8 |
|
| 2162 |
2162
Lourd Capital
Beverly Hills,
California
| $355M | -$556M | -61% | 3.58% | 44.3% | 115 | 12.17% | 2.3 |
|
| 2163 |
2163
Merriman Wealth Management
Seattle,
Washington
| $355M | +$247M | +230% | 1.83% | 18.3% | 118 | 66.1% | 0.3 |
|
| 2164 |
2164
Financial Architects (New Jersey)
Marlton,
New Jersey
| $355M | +$74.8M | +27% | 3.11% | 31.3% | 1,545 | 28.93% | 0.4 |
|
| 2165 |
2165
Baskin Financial Services
Toronto,
Ontario, Canada
| $354M | +$8.76M | +3% | 1.39% | 69.1% | 48 | 16.67% | 2 |
|
| 2166 |
2166
JLB & Associates
Plymouth,
Michigan
| $353M | -$38.5M | -10% | 1.7% | 69.5% | 76 | 9.21% | 2.5 |
|
| 2167 |
2167
Vestor Capital
Chicago,
Illinois
| $353M | +$9.8M | +3% | 2.17% | 188% | 94 | 7.45% | 1.9 |
|
| 2168 |
2168
High Falls Advisors
Rochester,
New York
| $352M | +$63.4M | +22% | 1.9% | 56.9% | 170 | 28.24% | 0.4 |
|
| 2169 |
2169
Beese Fulmer Investment Management
Canton,
Ohio
| $352M | +$9.34M | +3% | 3.06% | 124% | 164 | 10.37% | 2.1 |
|
| 2170 |
2170
Sarissa Capital Management
Greenwich,
Connecticut
| $352M | -$102M | -22% | 4.37% | 80% | 17 | 23.53% | 1.3 |
|
| 2171 |
2171
Laffer Tengler Investments
Nashville,
Tennessee
| $352M | -$17.7M | -5% | 1.94% | 96.5% | 302 | 60.93% | 0.3 |
|
| 2172 |
SC
2172
Selz Capital
New York
| $352M | +$22.5M | +7% | 6.48% | 10.2% | 55 | 32.73% | 1.5 |
|
| 2173 |
2173
Canandaigua National Bank & Trust
Canandaigua,
New York
| $352M | +$10.5M | +3% | 3.28% | – | 206 | 7.77% | 2.4 |
|
| 2174 |
2174
Starwood Capital Group Management
Miami Beach,
Florida
| $351M | +$62.8M | +22% | 8.02% | 16.2% | 5 | 20% | 1.2 |
|
| 2175 |
TAM
2175
Taylor Asset Management
Toronto,
Ontario, Canada
| $350M | -$35M | -9% | 0.1% | 12.9% | 34 | 20.59% | 1.3 |
|