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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
MCF Advisors
Covington,
Kentucky
| $298M | +$15M | +5% | 1.37% | 50.2% | 449 | 17.59% | 0.6 |
|
| 2227 |
LA
2227
Leonetti & Associates
Buffalo Grove,
Illinois
| $297M | +$8.78M | +3% | 1.95% | 49.5% | 42 | 30.95% | 0.6 |
|
| 2228 |
2228
SFMG Wealth Advisors
Plano,
Texas
| $297M | +$6.02M | +2% | 2.48% | 76.1% | 86 | 13.95% | 0.6 |
|
| 2229 |
CBCM
2229
Charter Bridge Capital Management
New York
| $296M | +$19.6M | +7% | 2.95% | – | 39 | 48.72% | 0.4 |
|
| 2230 |
2230
Canandaigua National Bank & Trust
Canandaigua,
New York
| $296M | +$11.6M | +4% | 1.38% | – | 190 | 12.11% | 0.7 |
|
| 2231 |
2231
Summit Partners
Boston,
Massachusetts
| $296M | -$360M | -55% | 4.8% | 13.7% | 6 | 33.33% | 0.6 |
|
| 2232 |
CIC
2232
Chase Investment Counsel
Charlottesville,
Virginia
| $295M | -$42.9M | -13% | 5.23% | 350% | 124 | 29.03% | 0.5 |
|
| 2233 |
2233
Hengehold Capital Management
Cincinnati,
Ohio
| $295M | +$7.6M | +3% | 1.02% | 54.5% | 85 | 22.35% | 0.6 |
|
| 2234 |
2234
Vicus Capital
State College,
Pennsylvania
| $295M | +$29.4M | +11% | 2.54% | 59.6% | 155 | 28.39% | 0.4 |
|
| 2235 |
FG
2235
FSI Group
Cincinnati,
Ohio
| $294M | -$77.2M | -21% | 3.24% | 44.1% | 85 | 38.82% | 0.5 |
|
| 2236 |
2236
Callahan Advisors
Houston,
Texas
| $294M | +$6.95M | +2% | 1.16% | 87.7% | 114 | 4.39% | 0.7 |
|
| 2237 |
CM
2237
Capital Management
Glen Allen,
Virginia
| $293M | +$5.4M | +2% | 1.16% | 52.5% | 82 | 9.76% | 0.6 |
|
| 2238 |
2238
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $293M | -$2.78M | -0.9% | 2.25% | 80.6% | 340 | 39.71% | 0.5 |
|
| 2239 |
TVM
2239
Tiger Veda Management
New York
| $293M | -$22M | -7% | 5.43% | – | 22 | 22.73% | 0.5 |
|
| 2240 |
HC
2240
HHG & Company
Darien,
Connecticut
| $293M | +$23.1M | +9% | 1.28% | 22% | 177 | 9.6% | 0.7 |
|
| 2241 |
WAM
2241
Westport Asset Management
Southport,
Connecticut
| $293M | +$7.3M | +3% | 4.21% | 63.9% | 58 | 6.9% | 0.7 |
|
| 2242 |
2242
Mitchell Capital Management
Leawood,
Kansas
| $293M | -$196K | -0.1% | 1.63% | 219% | 43 | 23.26% | 0.6 |
|
| 2243 |
HT
2243
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $293M | +$10.6M | +4% | 2.05% | 40% | 11 | 9.09% | 0.4 |
|
| 2244 |
2244
Martin & Co
Knoxville,
Tennessee
| $292M | +$323K | +0.1% | 1.28% | 67.8% | 110 | 3.64% | 0.7 |
|
| 2245 |
WPC
2245
White Pine Capital
Bloomington,
Minnesota
| $292M | +$7.56M | +3% | 3.23% | 143% | 248 | 15.32% | 0.7 |
|
| 2246 |
2246
Hartline Investment Corp
Winnetka,
Illinois
| $292M | +$4.14M | +1% | 1.34% | 201% | 112 | 9.82% | 0.7 |
|
| 2247 |
2247
NWAM LLC
Mercer Island,
Washington
| $291M | +$102M | +54% | 2.22% | 112% | 299 | 50.5% | 0.4 |
|
| 2248 |
CAM
2248
Cubic Asset Management
Boston,
Massachusetts
| $291M | -$28.8M | -9% | 1.35% | 40.5% | 165 | 13.94% | 0.6 |
|
| 2249 |
SCM
2249
Sarissa Capital Management
Greenwich,
Connecticut
| $290M | +$23.4M | +9% | 9.13% | 80% | 18 | 50% | 0.2 |
|
| 2250 |
WEC
2250
Winslow Evans & Crocker
Boston,
Massachusetts
| $290M | -$2.25M | -0.8% | 3.64% | 76.2% | 1,487 | 17.82% | 0.2 |
|