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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
SignalPoint Asset Management
Springfield,
Missouri
| $389M | +$11.8M | +3% | 0.45% | 36% | 264 | 18.18% | 2.1 |
|
| 2152 |
2152
Cutler Investment Counsel
Jacksonville,
Oregon
| $388M | +$18M | +5% | 3.28% | 56.2% | 87 | 18.39% | 2.2 |
|
| 2153 |
2153
Archer Capital Management
New York
| $388M | -$10.6M | -3% | 1.8% | 72.3% | 34 | 41.18% | 1.4 |
|
| 2154 |
2154
Beese Fulmer Investment Management
Canton,
Ohio
| $387M | +$16.5M | +4% | 4.14% | 124% | 183 | 9.84% | 2.3 |
|
| 2155 |
2155
Fiduciary Group
Savannah,
Georgia
| $387M | +$17.7M | +5% | 2.68% | 67.1% | 184 | 5.98% | 1.3 |
|
| 2156 |
2156
Horan Capital Management
Hunt Valley,
Maryland
| $387M | +$9.8M | +3% | 4.38% | 69.2% | 63 | 15.87% | 2 |
|
| 2157 |
2157
Accredited Investors
Edina,
Minnesota
| $386M | +$22.1M | +6% | 5.95% | 74% | 103 | 10.68% | 2.2 |
|
| 2158 |
2158
HITE Hedge Asset Management
Braintree,
Massachusetts
| $386M | +$70.6M | +22% | 4.96% | 54.4% | 64 | 32.81% | 1 |
|
| 2159 |
2159
Stearns Financial Services Group
Greensboro,
North Carolina
| $385M | +$14.6M | +4% | 1.91% | 26.1% | 132 | 9.09% | 2.7 |
|
| 2160 |
PAM
2160
Premier Asset Management
Chicago,
Illinois
| $385M | -$17.2M | -4% | 3.92% | 104% | 110 | 19.09% | 1.8 |
|
| 2161 |
2161
BDT Capital Partners
Chicago,
Illinois
| $384M | +$37.1M | +11% | 14.3% | 25.5% | 1 | 0% | 3.5 |
|
| 2162 |
2162
Monarch Alternative Capital
New York
| $383M | +$275M | +253% | 22.6% | 497% | 6 | 33.33% | 1.4 |
|
| 2163 |
2163
Zevin Asset Management
Boston,
Massachusetts
| $383M | +$73.2M | +24% | 0.2% | 71.7% | 121 | 12.4% | 2.4 |
|
| 2164 |
2164
Mark Asset Management
New York
| $383M | +$7.69M | +2% | 6.69% | 325% | 62 | 33.87% | 1.6 |
|
| 2165 |
BC
2165
Bruce & Co
Chicago,
Illinois
| $383M | +$12.8M | +3% | 1.84% | 94.5% | 49 | 4.08% | 2.7 |
|
| 2166 |
AP
2166
Archon Partners
Princeton Junction,
New Jersey
| $383M | +$5.58M | +1% | 2.55% | 86% | 60 | 18.33% | 2.2 |
|
| 2167 |
2167
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $382M | +$115M | +43% | 6.73% | 36.3% | 11 | 45.45% | 0.7 |
|
| 2168 |
2168
Tompkins Financial
Ithaca,
New York
| $382M | +$32.7M | +9% | 4.93% | 84.4% | 408 | 12.25% | 2.5 |
|
| 2169 |
2169
Accident Compensation Corp
Wellington,
New Zealand
| $381M | +$4.12M | +1% | 0.74% | 24.6% | 129 | 19.38% | 0.8 |
|
| 2170 |
2170
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $381M | +$14.1M | +4% | 4.47% | 50.4% | 80 | 86.25% | 0.3 |
|
| 2171 |
2171
Arrow Investment Advisors
Laurel,
Maryland
| $380M | -$47.1M | -11% | 3.01% | 36.3% | 87 | 40.23% | 1.3 |
|
| 2172 |
2172
Daiwa SB Investments
Tokyo,
Japan
| $380M | -$7.18M | -2% | 5.61% | 60.6% | 250 | 21.2% | 0.9 |
|
| 2173 |
2173
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $380M | -$44M | -10% | 7.88% | 207% | 135 | 36.3% | 2.4 |
|
| 2174 |
2174
Foundation Capital
Palo Alto,
California
| $380M | -$36.7M | -9% | 6.58% | – | 8 | 50% | 1.6 |
|
| 2175 |
CCMD
2175
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $380M | +$67M | +21% | 4.49% | 25.6% | 110 | 37.27% | 1.3 |
|