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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
First Niagara Bank
Lockport,
New York
| $350M | +$10M | +3% | 4% | 38.1% | 196 | 8.67% | 2.5 |
|
| 2177 |
2177
Stearns Financial Services Group
Greensboro,
North Carolina
| $350M | +$12.9M | +4% | 2.25% | 26.1% | 116 | 2.59% | 2.5 |
|
| 2178 |
2178
Savant Capital
Rockford,
Illinois
| $350M | +$20.3M | +6% | 1.69% | 61.2% | 260 | 13.08% | 2 |
|
| 2179 |
2179
Great Point Partners
Greenwich,
Connecticut
| $349M | +$70.6M | +25% | 15.2% | 710% | 46 | 43.48% | 0.7 |
|
| 2180 |
LA
2180
Leonetti & Associates
Buffalo Grove,
Illinois
| $349M | +$6.14M | +2% | 2.26% | 49.5% | 44 | 20.45% | 1.7 |
|
| 2181 |
2181
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $349M | +$164M | +89% | 2.33% | 25.8% | 26 | 50% | 0.6 |
|
| 2182 |
2182
Halbert Hargrove Global Advisors
Long Beach,
California
| $349M | +$70.7M | +25% | 1.72% | 68.2% | 83 | 15.66% | 2.3 |
|
| 2183 |
2183
10-15 Associates
Goshen,
New York
| $348M | +$26.4M | +8% | 4.69% | 33% | 122 | 18.03% | 1.9 |
|
| 2184 |
CBT
2184
Central Bank & Trust
Lexington,
Kentucky
| $348M | -$10.3M | -3% | 1.41% | 118% | 363 | 16.25% | 2.1 |
|
| 2185 |
TCOT
2185
Trust Company of Toledo
Holland,
Ohio
| $347M | +$14.5M | +4% | 2.87% | 109% | 177 | 6.21% | 2.5 |
|
| 2186 |
GTC
2186
Ghost Tree Capital
New York
| $346M | +$170M | +96% | 10.2% | 265% | 90 | 73.33% | 0.3 |
|
| 2187 |
2187
Daiwa SB Investments
Tokyo,
Japan
| $346M | -$48.1M | -12% | 3.63% | 60.6% | 192 | 26.04% | 1 |
|
| 2188 |
2188
LVM Capital Management
Portage,
Michigan
| $346M | +$30.4M | +10% | 5.27% | 121% | 118 | 11.02% | 2.2 |
|
| 2189 |
2189
Newport Asia
San Francisco,
California
| $345M | +$89.8M | +35% | 3.62% | – | 8 | 50% | 1.3 |
|
| 2190 |
2190
Regal Partners
Sydney, NSW,
Australia
| $345M | -$8.2M | -2% | 8.46% | 146% | 12 | 16.67% | 1.5 |
|
| 2191 |
2191
Ensemble Capital Management
San Francisco,
California
| $345M | +$8.7M | +3% | 0.98% | 36.2% | 44 | 18.18% | 2.4 |
|
| 2192 |
2192
Capital Advantage
Walnut Creek,
California
| $344M | +$62.3M | +22% | 1.12% | 49.2% | 83 | 15.66% | 1.7 |
|
| 2193 |
2193
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $344M | +$19M | +6% | 5.11% | 83.4% | 278 | 23.02% | 1.7 |
|
| 2194 |
CCM
2194
Cohen Capital Management
Corte Madera,
California
| $344M | +$12.4M | +4% | 6.85% | 91.5% | 132 | 12.12% | 2.5 |
|
| 2195 |
2195
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $342M | +$47.9M | +16% | 20.3% | 271% | 601 | 35.77% | 1.1 |
|
| 2196 |
MRCM
2196
M&R Capital Management
Summit,
New Jersey
| $342M | +$9.24M | +3% | 3.22% | 52.6% | 578 | 73.53% | 0.7 |
|
| 2197 |
2197
Freshford Capital Management
Rye Brook,
New York
| $341M | -$39.6M | -10% | 3.74% | 97.3% | 32 | 37.5% | 1 |
|
| 2198 |
ECM
2198
EII Capital Management
New York
| $341M | -$22.6M | -6% | 3.48% | 46.9% | 135 | 26.67% | 1.9 |
|
| 2199 |
2199
Lenox Wealth Advisors
New York
| $340M | +$6.2M | +2% | 0.42% | 35.7% | 281 | 34.88% | 1.6 |
|
| 2200 |
2200
RBO & Co
Saint Helena,
California
| $339M | +$5.22M | +2% | 3.71% | 27.9% | 56 | 7.14% | 2.4 |
|