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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
Verus Financial Partners
Richmond,
Virginia
| $768M | -$25.6M | -3% | 3.41% | 41.6% | 105 | 3.81% | 3.3 |
|
| 2152 |
2152
Makaira Partners
La Jolla,
California
| $767M | +$28M | +4% | 3.16% | 22% | 10 | 0% | 4.3 |
|
| 2153 |
2153
Hengehold Capital Management
Cincinnati,
Ohio
| $766M | +$12.8M | +2% | 3.37% | 54.5% | 172 | 6.4% | 4.5 |
|
| 2154 |
2154
Anchor Investment Management
Columbia,
South Carolina
| $766M | -$17M | -2% | 2.72% | 75.1% | 1,016 | 9.94% | 4.6 |
|
| 2155 |
2155
Dorsey Asset Management
Chicago,
Illinois
| $766M | +$10.6M | +1% | 2.55% | 122% | 11 | 18.18% | 3.5 |
|
| 2156 |
2156
IDG China Venture Capital Fund IV Associates
Hong Kong
| $766M | +$188M | +33% | 41.2% | 59.2% | 5 | 0% | 2.8 |
|
| 2157 |
2157
ICICI Prudential Asset Management
Mumbai,
India
| $765M | -$22.8M | -3% | 3.86% | 62.1% | 166 | 7.83% | 1.7 |
|
| 2158 |
2158
Harvey Investment Company
Louisville,
Kentucky
| $764M | -$299K | -0% | 3.54% | 56.4% | 94 | 8.51% | 7.9 |
|
| 2159 |
2159
P2 Capital Partners
New York
| $764M | -$95M | -11% | 7.15% | 7.96% | 16 | 18.75% | 2.6 |
|
| 2160 |
2160
Harbor Investment Advisory
Lutherville,
Maryland
| $764M | +$46.1M | +6% | 1.15% | 97.5% | 1,387 | 17.66% | 2.9 |
|
| 2161 |
2161
Vantage Investment Partners
Kansas City,
Missouri
| $763M | -$8.84M | -1% | 4.1% | 66.8% | 71 | 16.9% | 4.4 |
|
| 2162 |
2162
Atika Capital Management
New York
| $762M | -$237M | -24% | 1.59% | 811% | 107 | 52.34% | 1.2 |
|
| 2163 |
2163
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $762M | -$32.8M | -4% | 4% | 66.7% | 196 | 8.67% | 6.2 |
|
| 2164 |
2164
Daido Life Insurance Company
Osaka,
Japan
| $762M | -$142M | -16% | 3.65% | 68.7% | 12 | 58.33% | 4.3 |
|
| 2165 |
2165
United Bank (Virginia)
Vienna,
Virginia
| $761M | -$52.2M | -6% | 4% | 76.1% | 156 | 7.05% | 4.6 |
|
| 2166 |
2166
Aveo Capital Partners
Englewood,
Colorado
| $761M | -$27.4M | -3% | 2.77% | 19.1% | 360 | 14.17% | 1.9 |
|
| 2167 |
2167
Strategic Wealth Partners
Independence,
Ohio
| $759M | -$13.7M | -2% | 2.77% | – | 299 | 9.7% | 2.4 |
|
| 2168 |
2168
SNS Financial Group
Minneapolis,
Minnesota
| $758M | -$9.24M | -1% | 3.35% | 54.2% | 194 | 8.76% | 4.8 |
|
| 2169 |
2169
Private Trust Company
Cleveland,
Ohio
| $758M | -$34.9M | -4% | 3.16% | 87.7% | 2,412 | 9.78% | 1.8 |
|
| 2170 |
2170
Wellington Shields Capital Management
New York
| $758M | -$61.2M | -7% | 5.68% | 137% | 325 | 10.46% | 4.5 |
|
| 2171 |
2171
M Holdings Securities
Portland,
Oregon
| $758M | +$273M | +56% | 3.33% | 83.9% | 321 | 74.14% | 1.7 |
|
| 2172 |
2172
James Investment Research
Alpha,
Ohio
| $758M | -$24.8M | -3% | 1% | 110% | 302 | 9.93% | 4.6 |
|
| 2173 |
2173
Smith, Moore & Co
Clayton,
Missouri
| $757M | -$27.9M | -4% | 3.59% | 67% | 407 | 9.34% | 4.6 |
|
| 2174 |
2174
KMG Fiduciary Partners
Toledo,
Ohio
| $757M | -$15.8M | -2% | 2.78% | 114% | 231 | 5.19% | 2.7 |
|
| 2175 |
2175
Broad Run Investment Management
Arlington,
Virginia
| $757M | -$88.4M | -10% | 4.43% | 202% | 25 | 0% | 5.3 |
|