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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
RCM
2201
Ratan Capital Management
Miami Beach,
Florida
| $350M | -$193M | -36% | 7.68% | 616% | 14 | 64.29% | 1.3 |
|
| 2202 |
LIC
2202
Lodestar Investment Counsel
Chicago,
Illinois
| $350M | +$22.4M | +7% | 5.14% | 45.1% | 120 | 8.33% | 1.3 |
|
| 2203 |
2203
Phillips Financial Management
Fort Wayne,
Indiana
| $349M | +$18M | +5% | 2.69% | 45.6% | 70 | 2.86% | 1.3 |
|
| 2204 |
2204
Fairfield, Bush & Co
Darien,
Connecticut
| $349M | +$670K | +0.2% | 4.69% | 112% | 182 | 9.34% | 1.1 |
|
| 2205 |
2205
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $349M | -$4.98M | -1% | 0.85% | 39.8% | 179 | 11.73% | 1.3 |
|
| 2206 |
2206
Strategic Investment Management
Arlington,
Virginia
| $349M | +$21.1M | +6% | 2.91% | 53.4% | 156 | 69.23% | 0.3 |
|
| 2207 |
2207
Calamos Wealth Management
Naperville,
Illinois
| $348M | +$1.96M | +0.6% | 4.56% | 102% | 243 | 30.86% | 0.8 |
|
| 2208 |
2208
Summit Securities Group
New York
| $348M | +$2.82M | +0.8% | 5.36% | 136% | 948 | 52.64% | 0.5 |
|
| 2209 |
2209
Waterfront Capital Partners
New York
| $348M | +$17M | +5% | 13.3% | 88.3% | 57 | 57.89% | 0.4 |
|
| 2210 |
2210
Mather Group
Chicago,
Illinois
| $347M | +$22M | +7% | 1.85% | 54.1% | 30 | 20% | 0.8 |
|
| 2211 |
2211
Meritech Capital Associates III
Palo Alto,
California
| $347M | -$7.37M | -2% | 6.96% | 135% | 7 | 14.29% | 1.4 |
|
| 2212 |
CCMD
2212
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $346M | +$26.9M | +8% | 3.73% | 25.6% | 71 | 26.76% | 0.9 |
|
| 2213 |
2213
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $346M | -$10.7M | -3% | 4.41% | 140% | 187 | 28.34% | 1 |
|
| 2214 |
2214
Brookmont Capital Management
Dallas,
Texas
| $346M | -$44.9M | -11% | 2.01% | 32.2% | 62 | 33.87% | 1 |
|
| 2215 |
2215
Twele Capital Management
Minnetonka,
Minnesota
| $346M | +$10.4M | +3% | 1.24% | 37.1% | 62 | 3.23% | 1.4 |
|
| 2216 |
2216
Emery Howard Portfolio Management
Burlingame,
California
| $346M | +$29.6M | +9% | 2.4% | 66.5% | 28 | 0% | 1.5 |
|
| 2217 |
2217
Greenwood Capital Associates
Greenwood,
South Carolina
| $345M | +$19.5M | +6% | 6.3% | 81.3% | 181 | 41.99% | 0.7 |
|
| 2218 |
2218
Vicus Capital
State College,
Pennsylvania
| $345M | +$42.5M | +14% | 2.14% | 59.6% | 196 | 29.08% | 0.8 |
|
| 2219 |
2219
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $345M | +$3.48M | +1% | 17.9% | 131% | 110 | 33.64% | 0.7 |
|
| 2220 |
2220
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| $345M | +$42.8M | +14% | 1.61% | – | 171 | 82.46% | 0.2 |
|
| 2221 |
2221
First Nebraska Trust
Lincoln,
Nebraska
| $345M | -$4.98M | -1% | 5.31% | 67.9% | 111 | 13.51% | 1.2 |
|
| 2222 |
2222
Regis Management Company
Menlo Park,
California
| $345M | +$2.34M | +0.7% | 0.25% | 5.33% | 62 | 16.13% | 1.1 |
|
| 2223 |
2223
SPC Financial Inc
Rockville,
Maryland
| $344M | -$1.01M | -0.3% | 5.13% | 65.1% | 121 | 24.79% | 1.1 |
|
| 2224 |
2224
Tetrad Corporation
Omaha,
Nebraska
| $342M | -$1.1M | -0.3% | 3.61% | 45.6% | 12 | 25% | 1.4 |
|
| 2225 |
2225
Vestor Capital
Chicago,
Illinois
| $342M | +$40.5M | +13% | 4.36% | 188% | 114 | 27.19% | 0.9 |
|