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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
BerganKDV Wealth Management
Bloomington,
Minnesota
| $506M | +$431K | +0.1% | 0.84% | 27.9% | 765 | 15.42% | 1.5 |
|
| 2152 |
2152
White Mountains Advisors
Guilford,
Connecticut
| $506M | +$6.42M | +1% | 1.29% | 33.4% | 3 | 0% | 4.6 |
|
| 2153 |
2153
Silvant Capital Management
Atlanta,
Georgia
| $506M | -$52.3M | -9% | 1.55% | 168% | 350 | 8.86% | 1.3 |
|
| 2154 |
KFS
2154
Kurt F. Somerville
| $506M | +$1.72M | +0.3% | 1.22% | 92.9% | 105 | 6.67% | 4.3 |
|
| 2155 |
DA
2155
DSC Advisors
Chicago,
Illinois
| $506M | -$63.3M | -11% | 0.21% | 3.18% | 106 | 34.91% | 1.4 |
|
| 2156 |
2156
Jacobi Capital Management
Pittston,
Pennsylvania
| $505M | +$13.2M | +3% | 1.42% | 76.6% | 1,113 | 4.4% | 2.2 |
|
| 2157 |
2157
JLB & Associates
Plymouth,
Michigan
| $505M | +$10.3M | +2% | 2.85% | 69.5% | 74 | 4.05% | 4.3 |
|
| 2158 |
2158
Vista Capital Partners
Portland,
Oregon
| $504M | +$1.35M | +0.3% | 1.42% | 61.2% | 64 | 14.06% | 3.7 |
|
| 2159 |
2159
PagnatoKarp Partners
Reston,
Virginia
| $504M | +$34.9M | +7% | 0.72% | 2.06% | 206 | 16.5% | 1.6 |
|
| 2160 |
2160
Caxton Associates (New York)
New York
| $503M | -$328M | -39% | 1.8% | 73.9% | 592 | 71.45% | 0.2 |
|
| 2161 |
2161
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $503M | -$33.4M | -6% | 1.35% | 57.2% | 61 | 4.92% | 4 |
|
| 2162 |
2162
RFG Advisory
Birmingham,
Alabama
| $503M | +$64.4M | +15% | 1.22% | 52.3% | 362 | 18.23% | 1.3 |
|
| 2163 |
2163
Penobscot Investment Management
Boston,
Massachusetts
| $503M | +$13.5M | +3% | 3.25% | 114% | 197 | 6.09% | 4.4 |
|
| 2164 |
2164
Kintegral Advisory
New York
| $502M | +$8.88M | +2% | 2.55% | 143% | 269 | 0.37% | 0.7 |
|
| 2165 |
2165
Charles-Lim Capital
Central,
Hong Kong
| $501M | -$70M | -12% | 8.63% | 4.44% | 3 | 0% | 2.4 |
|
| 2166 |
2166
Adams Street Partners
Chicago,
Illinois
| $500M | -$39M | -7% | 2.57% | 399% | 19 | 52.63% | 1.3 |
|
| 2167 |
2167
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $500M | -$7.06M | -1% | 0.13% | 102% | 87 | 0% | 0.5 |
|
| 2168 |
2168
Metropolis Capital
Amersham,
United Kingdom
| $500M | +$63.4M | +15% | 1.26% | 61.7% | 11 | 0% | 0.7 |
|
| 2169 |
2169
James Hambro & Partners
London,
United Kingdom
| $500M | – | – | 2.99% | 97% | 50 | – | 0.9 |
|
| 2170 |
2170
Aequim Alternative Investments
Mill Valley,
California
| $499M | +$145M | +41% | 1.11% | 32.3% | 57 | 17.54% | 0.4 |
|
| 2171 |
2171
Mandatum Life Insurance Company
Helsinki,
Finland
| $499M | +$23.1M | +5% | 0.74% | 95.9% | 145 | 12.41% | 3.1 |
|
| 2172 |
2172
Hawk Ridge Capital Management
Los Angeles,
California
| $499M | -$40.6M | -8% | 1.91% | 84.9% | 48 | 37.5% | 1 |
|
| 2173 |
2173
Ameritas Investment Company
Lincoln,
Nebraska
| $499M | +$288M | +136% | 1.86% | 55.2% | 1,687 | 86.72% | 0.1 |
|
| 2174 |
2174
First American Trust
Santa Ana,
California
| $498M | +$17.6M | +4% | 2.87% | 84.6% | 134 | 16.42% | 3.1 |
|
| 2175 |
2175
Mechanics Bank - Trust Department
Walnut Creek,
California
| $498M | +$55.4M | +13% | 1.83% | 76.8% | 229 | 34.93% | 2.9 |
|