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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
Vestor Capital
Chicago,
Illinois
| $482M | +$19.1M | +4% | 0.4% | 188% | 122 | 9.84% | 2.5 |
|
| 2152 |
2152
Cobalt Capital Management
Short Hills,
New Jersey
| $482M | -$166M | -26% | 1.23% | 235% | 61 | 55.74% | 0.6 |
|
| 2153 |
2153
Modera Wealth Management
Westwood,
New Jersey
| $482M | +$18.2M | +4% | 0.66% | 68.2% | 137 | 7.3% | 2.6 |
|
| 2154 |
2154
Adell Harriman & Carpenter
Houston,
Texas
| $482M | +$9.5M | +2% | 0.67% | 176% | 150 | 5.33% | 3.1 |
|
| 2155 |
SFM
2155
Signature Financial Management
Norfolk,
Virginia
| $481M | +$111M | +30% | 1.35% | 20.8% | 165 | 34.55% | 2.1 |
|
| 2156 |
BC
2156
Bruce & Co
Chicago,
Illinois
| $479M | +$17.3M | +4% | 2.75% | 94.5% | 48 | 8.33% | 3.3 |
|
| 2157 |
BCM
2157
Blockhouse Capital Management
New York
| $478M | -$48.1M | -9% | 3.83% | – | 46 | 60.87% | 0.4 |
|
| 2158 |
2158
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $478M | +$1.38M | +0.3% | 1% | 26.3% | 144 | 5.56% | 3.6 |
|
| 2159 |
2159
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $478M | -$35.3M | -7% | 0.11% | 25.1% | 7 | 0% | 2.1 |
|
| 2160 |
2160
First Mercantile Trust
Cordova,
Tennessee
| $478M | -$33.1M | -6% | 1.28% | 51.2% | 867 | 19.84% | 2.4 |
|
| 2161 |
DA
2161
DSC Advisors
Chicago,
Illinois
| $478M | +$305M | +177% | 7.38% | 3.18% | 100 | 50% | 1 |
|
| 2162 |
OCMI
2162
Oaktop Capital Management II
Chatham,
New Jersey
| $477M | -$20M | -4% | 2.64% | 451% | 19 | 5.26% | 3.3 |
|
| 2163 |
SCM
2163
Somerset Capital Management
London,
United Kingdom
| $477M | -$18.6M | -4% | 1.28% | 7.5% | 17 | 23.53% | 2.3 |
|
| 2164 |
2164
Kirr Marbach & Co
Columbus,
Indiana
| $477M | -$20.8M | -4% | 0.71% | 121% | 89 | 14.61% | 2.1 |
|
| 2165 |
2165
Cypress Capital Group
Palm Beach,
Florida
| $477M | -$4.07M | -0.8% | 1.24% | 97.8% | 225 | 16% | 3 |
|
| 2166 |
2166
Savant Capital
Rockford,
Illinois
| $474M | -$1.29M | -0.3% | 0.19% | 61.2% | 298 | 7.72% | 3.1 |
|
| 2167 |
2167
Next Financial Group
Houston,
Texas
| $474M | +$240M | +103% | 1.12% | 85.4% | 426 | 38.73% | 2.2 |
|
| 2168 |
2168
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $473M | -$225M | -32% | 1.01% | 173% | 91 | 54.95% | 0.7 |
|
| 2169 |
2169
Sentinel Trust
Houston,
Texas
| $473M | -$7.98M | -2% | 3.96% | 79.2% | 122 | 9.84% | 2.8 |
|
| 2170 |
2170
Trigran Investments
Northbrook,
Illinois
| $473M | +$27.4M | +6% | 5.16% | 30.2% | 24 | 29.17% | 2.3 |
|
| 2171 |
2171
Cobiz Wealth
Denver,
Colorado
| $473M | -$5.8M | -1% | 0.31% | 54% | 138 | 9.42% | 3.4 |
|
| 2172 |
2172
Institutional & Family Asset Management
Fort Collins,
Colorado
| $473M | -$49.6M | -9% | 2.21% | 19% | 862 | 81.09% | 0.3 |
|
| 2173 |
2173
Northstar Investment Advisors
Denver,
Colorado
| $473M | -$81M | -15% | 3.46% | 85.8% | 120 | 14.17% | 3.2 |
|
| 2174 |
2174
Globeflex Capital
San Diego,
California
| $473M | +$114M | +32% | 0.18% | 186% | 465 | 21.51% | 1.3 |
|
| 2175 |
2175
EnCap Energy Capital Fund VIII
Houston,
Texas
| $472M | -$71.6M | -13% | 10.8% | 6.16% | 3 | 0% | 0.6 |
|