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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 |
2201
First Business Financial Services
Madison,
Wisconsin
| $1.09B | -$18.8M | -2% | 7.98% | 74% | 194 | 9.28% | 4.5 |
|
| 2202 |
2202
Amica Mutual Insurance
Providence,
Rhode Island
| $1.09B | +$52M | +5% | 7.33% | 80.4% | 145 | 6.21% | 4.4 |
|
| 2203 |
2203
Wellspring Financial Advisors
Cleveland,
Ohio
| $1.09B | +$92.5M | +9% | 8.34% | 77.2% | 205 | 24.88% | 2.4 |
|
| 2204 |
BCM
2204
Bares Capital Management
Austin,
Texas
| $1.08B | +$53.8M | +5% | 13.8% | 138% | 24 | 8.33% | 2.7 |
|
| 2205 |
2205
Sora Investors
Bryn Mawr,
Pennsylvania
| $1.08B | -$25.8M | -2% | 6.81% | 179% | 120 | 55.83% | 0.5 |
|
| 2206 |
2206
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $1.08B | +$68.3M | +7% | 6.34% | 58.6% | 130 | 9.23% | 2 |
|
| 2207 |
2207
Zuckerman Investment Group
Chicago,
Illinois
| $1.08B | +$48.6M | +5% | 7.01% | 111% | 165 | 10.3% | 3.4 |
|
| 2208 |
2208
American Securities
New York
| $1.08B | +$15.3M | +1% | 1.44% | – | 1 | 0% | 0.8 |
|
| 2209 |
2209
Connable Office Inc
Kalamazoo,
Michigan
| $1.08B | +$67.7M | +7% | 6.89% | 68.3% | 244 | 18.03% | 4.2 |
|
| 2210 |
2210
Matrix Asset Advisors
White Plains,
New York
| $1.08B | +$89.8M | +9% | 7.66% | 84.9% | 112 | 8.04% | 5 |
|
| 2211 |
2211
Bornite Capital Management
New York
| $1.08B | +$78.1M | +8% | 12.6% | 208% | 56 | 73.21% | 0.4 |
|
| 2212 |
2212
Oxbow Advisors
Austin,
Texas
| $1.08B | +$162M | +18% | 9.51% | 66.3% | 232 | 13.79% | 4.6 |
|
| 2213 |
2213
Richard C. Young & Co
Newport,
Rhode Island
| $1.08B | +$64.5M | +6% | 11.1% | 137% | 96 | 14.58% | 4.4 |
|
| 2214 |
2214
Marks Group Wealth Management
Minnetonka,
Minnesota
| $1.08B | +$1.14M | +0.1% | 4.65% | 62.8% | 307 | 8.79% | 3.5 |
|
| 2215 |
2215
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $1.08B | +$59.8M | +6% | 7.4% | 61.4% | 136 | 12.5% | 6.3 |
|
| 2216 |
2216
Tanglewood Wealth Management
Houston,
Texas
| $1.08B | +$61.6M | +6% | 6.56% | 64.6% | 41 | 7.32% | 3.4 |
|
| 2217 |
2217
Palisade Asset Management
Minneapolis,
Minnesota
| $1.08B | +$70.6M | +7% | 7.04% | 61.8% | 701 | 72.47% | 2.2 |
|
| 2218 |
2218
Parsifal Capital Management
Greenwich,
Connecticut
| $1.07B | -$106M | -9% | 0.52% | 154% | 20 | 45% | 1 |
|
| 2219 |
2219
Heartwood Wealth Advisors
Richmond,
Virginia
| $1.07B | +$114M | +12% | 8.54% | 59.4% | 631 | 71% | 0.8 |
|
| 2220 |
2220
Clearlake Capital Group
Santa Monica,
California
| $1.07B | -$6.29M | -0.6% | 0.18% | 47.3% | 6 | 0% | 3.5 |
|
| 2221 |
2221
Caldwell Trust
Venice,
Florida
| $1.07B | +$69.9M | +7% | 8.26% | 87% | 776 | 7.35% | 4.3 |
|
| 2222 |
2222
Tetrad Corporation
Omaha,
Nebraska
| $1.07B | +$37.3M | +4% | 3.62% | 45.6% | 3 | 0% | 12.3 |
|
| 2223 |
GA
2223
GRS Advisors
Chicago,
Illinois
| $1.07B | +$27.9M | +3% | 4.54% | 54.3% | 36 | 38.89% | 0.7 |
|
| 2224 |
2224
Pictet North America Advisors
Geneva 73,
Switzerland
| $1.07B | +$71.6M | +7% | 5.38% | 67.7% | 149 | 6.71% | 4.5 |
|
| 2225 |
AIC
2225
AWM Investment Company
New York
| $1.07B | +$175M | +20% | 38% | 778% | 116 | 31.03% | 3 |
|